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The Analysis of Strategic Wealth Partners, Ltd.'s Holdings & P&L

Currently, Strategic Wealth Partners, Ltd. holds 1478 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in RSPN (+157.2K shares, valued at $9.1M), MSFT (+23.9K shares, valued at $8.9M), KRE (+121.1K shares, valued at $7.9M); decreased their positions in N/A (-82.0K shares, valued at $16.2M), AIT (-46.9K shares, valued at $12.4M), JEF (-260.3K shares, valued at $10.7M); initiated new positions in RRR (+14.8K shares, valued at $789.9K), N/A (+1.8K shares, valued at $101.3K), CAVA (+780 shares, valued at $63.1K).

1M P&L

+109.2M+8.60%

3M P&L

+32.9M+2.45%

HY P&L

+77.2M+5.95%

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/A556.9M

41.6%

2Software - Infrastructure78.2M

5.8%

3Semiconductors59.2M

4.4%

Top Industries by Stock Count

1N/A545 stocks

41.6%

2Software - Application33 stocks

2.5%

3Asset Management26 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SWP SWP GROWTH & INCOME ETF4.8M shares1.93%2026-03-312026-05-12

MBB ISHARES MBS ETF485.9K shares4.10%2026-03-312026-05-12

MSFT MICROSOFT CORP COM113.6K shares26.68%2026-03-312026-05-12

EFA ISHARES MSCI EAFE ETF394.4K shares4.17%2026-03-312026-05-12

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF1.3M shares4.33%2026-03-312026-05-12

AAPL APPLE INC COM148.9K shares0.91%2026-03-312026-05-12

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A131.0K shares2.11%2026-03-312026-05-12

IEI ISHARES 3-7 YEAR TREASURY BOND ETF241.9K shares4.87%2026-03-312026-05-12

Sponsored

BROADCOM INC COM BROADCOM INC COM87.5K shares2.86%2026-03-312026-05-12

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF1.1M shares4.93%2026-03-312026-05-12

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF194.0K shares4.31%2026-03-312026-05-12

NVDA NVIDIA CORPORATION COM106.5K shares6.09%2026-03-312026-05-12

PLD PROLOGIS INC. COM139.0K shares2.66%2026-03-312026-05-12

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF162.8K shares5.62%2026-03-312026-05-12

META META PLATFORMS INC CL A31.4K shares3.98%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS COM73.8K shares3.20%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO COM60.1K shares-3.04%2026-03-312026-05-12

ORCL ORACLE CORP COM114.4K shares1.75%2026-03-312026-05-12

STM STMICROELECTRONICS N V NY REGISTRY477.1K shares73.13%2026-03-312026-05-12

RTX RTX CORPORATION COM84.6K shares0.77%2026-03-312026-05-12

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD82.7K shares-49.80%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC COM93.0K shares6.00%2026-03-312026-05-12

BLACKSTONE INC COM BLACKSTONE INC COM127.9K shares50.13%2026-03-312026-05-12

IVV ISHARES CORE S&P 500 ETF21.6K shares5.71%2026-03-312026-05-12

Sponsored

TJX TJX COS INC NEW COM87.3K shares2.81%2026-03-312026-05-12

SPY STATE STREET SPDR S&P 500 ETF20.9K shares-0.15%2026-03-312026-05-12

NEE NEXTERA ENERGY INC COM145.6K shares7.02%2026-03-312026-05-12

ABBV ABBVIE INC COM60.4K shares3.83%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO COM43.1K shares46.37%2026-03-312026-05-12

AMZN AMAZON COM INC COM62.6K shares1.09%2026-03-312026-05-12

FCX FREEPORT MCMORAN INC CL B221.2K shares10.82%2026-03-312026-05-12

TOL TOLL BROTHERS INC COM94.1K shares7.09%2026-03-312026-05-12

Sponsored

EMR EMERSON ELEC CO COM95.3K shares6.71%2026-03-312026-05-12

IWM ISHARES RUSSELL 2000 ETF50.2K shares3.85%2026-03-312026-05-12

CITIGROUP INC COM NEW CITIGROUP INC COM NEW109.2K shares5.53%2026-03-312026-05-12

CENCORA INC COM CENCORA INC COM39.4K shares3.74%2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC COM58.1K shares-6.06%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC COM14.1K shares13.29%2026-03-312026-05-12

LLY ELI LILLY & CO COM12.7K shares2.83%2026-03-312026-05-12

MEDTRONIC PLC SHS MEDTRONIC PLC SHS134.8K shares-2.91%2026-03-312026-05-12

Sponsored

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I20.0K shares-6.90%2026-03-312026-05-12

XBI STATE STREET SPDR S&P BIOTECH ETF89.6K shares7.69%2026-03-312026-05-12

FLS FLOWSERVE CORP COM152.9K shares-23.27%2026-03-312026-05-12

BLACKROCK INC COM BLACKROCK INC COM11.6K shares4.61%2026-03-312026-05-12

TM TOYOTA MOTOR CORP ADS53.7K shares39.16%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC CL B109.7K shares48.59%2026-03-312026-05-12

DGRO ISHARES CORE DIVIDEND GROWTH ETF151.1K shares3.95%2026-03-312026-05-12

BKR BAKER HUGHES COMPANY CL A173.2K shares-20.62%2026-03-312026-05-12

Sponsored

EWJ ISHARES MSCI JAPAN ETF122.9K shares6.18%2026-03-312026-05-12

URI UNITED RENTALS INC COM14.1K shares73.44%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS30.1K shares5.31%2026-03-312026-05-12

SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR86.2K shares6.48%2026-03-312026-05-12

UNP UNION PAC CORP COM39.6K shares3.62%2026-03-312026-05-12

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND218.6K shares6.87%2026-03-312026-05-12

DLR DIGITAL RLTY TR INC COM52.8K shares21.90%2026-03-312026-05-12

SMH VANECK SEMICONDUCTOR ETF24.6K shares5.78%2026-03-312026-05-12

Sponsored

RSPN INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF158.7K shares10783.74%2026-03-312026-05-12

ENB ENBRIDGE INC COM164.5K shares3.39%2026-03-312026-05-12

DRI DARDEN RESTAURANTS INC COM44.9K shares6.79%2026-03-312026-05-12

XOM EXXON MOBIL CORP COM51.5K shares-1.53%2026-03-312026-05-12

ITB ISHARES U.S. HOME CONSTRUCTION ETF93.1K shares7.38%2026-03-312026-05-12

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF125.5K shares2736.36%2026-03-312026-05-12

CCJ CAMECO CORP COM74.1K shares-43.20%2026-03-312026-05-12

DKS DICKS SPORTING GOODS INC COM38.6K shares-0.40%2026-03-312026-05-12

Sponsored

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF132.8K shares9.12%2026-03-312026-05-12

CRM SALESFORCE INC COM37.8K shares176.56%2026-03-312026-05-12

GLD SPDR GOLD SHARES15.8K shares-3.97%2026-03-312026-05-12

CNQ CANADIAN NAT RES LTD MED TERM COM139.2K shares-33.49%2026-03-312026-05-12

BDX BECTON DICKINSON & CO COM41.5K shares180126.09%2026-03-312026-05-12

SCHD SCHWAB US DIVIDEND EQUITY ETF209.5K shares-13.13%2026-03-312026-05-12

DAL DELTA AIR LINES INC COM NEW90.8K shares110680.49%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC COM1.3K shares4614.81%2026-03-312026-05-12

Sponsored

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C18.4K shares0.12%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC COM67.1K shares9.35%2026-03-312026-05-12

AMGN AMGEN INC COM12.6K shares-0.14%2026-03-312026-05-12

OWL BLUE OWL CAPITAL INC COM CL A412.8K shares0.23%2026-03-312026-05-12

PWR QUANTA SVCS INC COM6.8K shares17.56%2026-03-312026-05-12

CORPAY INC COM SHS CORPAY INC COM SHS12.6K shares-19.35%2026-03-312026-05-12

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF38.1K shares-56.18%2026-03-312026-05-12

ACWX ISHARES MSCI ACWI EX U.S. ETF50.9K shares31.03%2026-03-312026-05-12

Sponsored

QXO QXO INC COM NEW176.0K shares-1.01%2026-03-312026-05-12

WMT WALMART INC COM27.5K shares6.06%2026-03-312026-05-12

ESTA ESTABLISHMENT LABS HLDGS INC COM58.1K shares5.57%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP COM35.0K shares20.80%2026-03-312026-05-12

BN BROOKFIELD CORP CL A LTD VT SH80.5K shares-11.86%2026-03-312026-05-12

NFLX NETFLIX INC. COM33.3K shares19.15%2026-03-312026-05-12

DSU BLACKROCK DEBT STRATEGIES FD I COM NEW329.0K shares17.92%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC COM19.0K shares124.91%2026-03-312026-05-12

Sponsored

TSLA TESLA INC COM8.0K shares4.96%2026-03-312026-05-12

ABNB AIRBNB INC COM CL A22.0K shares86.89%2026-03-312026-05-12

GPN GLOBAL PMTS INC COM39.3K shares-8.25%2026-03-312026-05-12

JPST JPMORGAN ULTRA-SHORT INCOME ETF51.7K shares5.75%2026-03-312026-05-12

USFR WISDOMTREE FLOATING RATE TREASURY FUND51.4K shares-1.01%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC COM12.5K shares0.36%2026-03-312026-05-12

AGG ISHARES CORE U.S. AGGREGATE BOND ETF24.5K shares100.06%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW5.1K shares-1.84%2026-03-312026-05-12

Sponsored

PTY PIMCO CORPORATE & INCOME OPPOR COM198.1K shares0.06%2026-03-312026-05-12

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF30.9K shares-3.89%2026-03-312026-05-12

OBDC BLUE OWL CAPITAL CORPORATION COM211.3K shares15.27%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC CL A15.9K shares20.40%2026-03-312026-05-12

VIG VANGUARD DIVIDEND APPRECIATION ETF10.7K shares-4.70%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC COM5.1K shares10.92%2026-03-312026-05-12

V VISA INC COM CL A7.4K shares-4.94%2026-03-312026-05-12

LNG CHENIERE ENERGY INC COM NEW7.7K shares17.96%2026-03-312026-05-12

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF24.0K shares12.80%2026-03-312026-05-12

DSL DOUBLELINE INCOME SOLUTIONS FD COM197.3K shares-0.43%2026-03-312026-05-12

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF54.5K shares0.01%2026-03-312026-05-12

EATON CORP PLC SHS EATON CORP PLC SHS5.8K shares151.05%2026-03-312026-05-12

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF13.8K shares6.03%2026-03-312026-05-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF3.2K shares9.40%2026-03-312026-05-12

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF75.4K shares8.85%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION COM1.9K shares1.15%2026-03-312026-05-12

Sponsored

ISHARES GOLD TRUST ISHARES GOLD TRUST20.6K shares-6.70%2026-03-312026-05-12

ISPY PROSHARES S&P 500 HIGH INCOME ETF41.8K shares54.04%2026-03-312026-05-12

FIX COMFORT SYS USA INC COM1.3K shares-43.87%2026-03-312026-05-12

VUG VANGUARD GROWTH ETF4.1K shares-8.40%2026-03-312026-05-12

SPGI S&P GLOBAL INC COM3.8K shares19.49%2026-03-312026-05-12

VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF18.4K shares-10.43%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF40.5K shares6.64%2026-03-312026-05-12

USFD US FOODS HLDG CORP COM16.7K shares-3.12%2026-03-312026-05-12

Sponsored

FSK FS KKR CAP CORP COM148.0K shares5.57%2026-03-312026-05-12

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF15.1K shares-9.72%2026-03-312026-05-12

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF18.7K shares2.83%2026-03-312026-05-12

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW6.8K shares-4.27%2026-03-312026-05-12

IEF ISHARES 7-10 YEAR TREASURY BOND ETF14.7K shares34.90%2026-03-312026-05-12

PRK PARK NATL CORP COM8.4K shares0.00%2026-03-312026-05-12

ARCC ARES CAPITAL CORP COM74.0K shares-3.97%2026-03-312026-05-12

DBL DOUBLELINE OPPORTUNISTIC CR FD COM88.3K shares0.00%2026-03-312026-05-12

Sponsored

AAON AAON INC COM PAR $0.00415.5K shares-46.70%2026-03-312026-05-12

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF11.9K shares-4.13%2026-03-312026-05-12

IWB ISHARES RUSSELL 1000 ETF3.5K shares-2.83%2026-03-312026-05-12

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF6.5K shares-1.30%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON COM5.1K shares-4.53%2026-03-312026-05-12

HD HOME DEPOT INC COM3.8K shares0.05%2026-03-312026-05-12

VST VISTRA CORP COM8.2K shares0.00%2026-03-312026-05-12

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A5.9K shares-37.24%2026-03-312026-05-12

Sponsored

IWO ISHARES RUSSELL 2000 GROWTH ETF3.7K shares0.00%2026-03-312026-05-12

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF16.6K shares13.49%2026-03-312026-05-12

MERCK & CO INC COM MERCK & CO INC COM9.6K shares89.07%2026-03-312026-05-12

CVX CHEVRON CORPORATION COM5.3K shares13.40%2026-03-312026-05-12

IESC IES HOLDINGS INC COM2.2K shares-39.70%2026-03-312026-05-12

CSCO CISCO SYS INC COM13.6K shares-1.00%2026-03-312026-05-12

HON HONEYWELL INTL INC COM4.6K shares0.56%2026-03-312026-05-12

WM WASTE MGMT INC DEL COM4.5K shares-1.18%2026-03-312026-05-12

Sponsored

SYK STRYKER CORPORATION COM3.1K shares-10.10%2026-03-312026-05-12

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST2.2K shares259.57%2026-03-312026-05-12

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF17.2K shares-3.68%2026-03-312026-05-12

UTF COHEN & STEERS INFRASTRUCTURE COM37.6K shares-1.23%2026-03-312026-05-12

VTV VANGUARD VALUE ETF4.9K shares-7.59%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATION COM2.0K shares-0.15%2026-03-312026-05-12

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF20.9K shares2.90%2026-03-312026-05-12

SOXX ISHARES SEMICONDUCTOR ETF2.9K shares0.00%2026-03-312026-05-12

Sponsored

ETR ENTERGY CORP NEW COM8.3K shares0.00%2026-03-312026-05-12

MS MORGAN STANLEY COM NEW5.7K shares8.71%2026-03-312026-05-12

DDOG DATADOG INC CL A COM7.7K shares8213.98%2026-03-312026-05-12

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF9.1K shares6.32%2026-03-312026-05-12

MA MASTERCARD INCORPORATED CL A1.8K shares-0.39%2026-03-312026-05-12

GDX VANECK GOLD MINERS ETF9.6K shares-8.17%2026-03-312026-05-12

DE DEERE & CO COM1.5K shares3.93%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC COM17.1K shares-0.31%2026-03-312026-05-12

Sponsored

TPB TURNING PT BRANDS INC COM9.9K shares11508.24%2026-03-312026-05-12

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW6.4K shares-87.83%2026-03-312026-05-12

CAT CATERPILLAR INC COM1.2K shares9.13%2026-03-312026-05-12

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF15.9K shares-25.48%2026-03-312026-05-12

PG PROCTER & GAMBLE CO COM5.7K shares-3.48%2026-03-312026-05-12

JEF JEFFERIES FINANCIAL GROUP INC COM19.5K shares-93.02%2026-03-312026-05-12

RRR RED ROCK RESORTS INC CL A14.8K sharesnew addition2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC COM1.6K shares-3.76%2026-03-312026-05-12

Sponsored

IJR ISHARES CORE S&P SMALL CAP ETF6.3K shares-1.26%2026-03-312026-05-12

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF26.0K shares-4.52%2026-03-312026-05-12

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF5.4K shares-64.33%2026-03-312026-05-12

ALB ALBEMARLE CORP COM4.0K shares0.00%2026-03-312026-05-12

ABT ABBOTT LABORATORIES COM6.7K shares7.22%2026-03-312026-05-12

BAC BANK OF AMER CORP COM13.9K shares0.84%2026-03-312026-05-12

VMC VULCAN MATLS CO COM2.4K shares-4.54%2026-03-312026-05-12

AMAT APPLIED MATLS INC COM1.9K shares1.11%2026-03-312026-05-12

Sponsored

PSX PHILLIPS 66 COM3.5K shares-0.20%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP COM1.1K shares-1.22%2026-03-312026-05-12

MOAT VANECK MORNINGSTAR WIDE MOAT ETF6.5K shares-0.42%2026-03-312026-05-12

VTI VANGUARD TOTAL STOCK MARKET ETF1.9K shares-9.03%2026-03-312026-05-12

GEV GE VERNOVA INC COM702 shares40.96%2026-03-312026-05-12

LOW LOWES COS INC COM2.6K shares-5.10%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL COM18.0K shares-3.46%2026-03-312026-05-12

SBUX STARBUCKS CORP COM6.7K shares-2.21%2026-03-312026-05-12

Sponsored

GBIL ACCESS TREASURY 0-1 YEAR ETF5.9K shares-36.86%2026-03-312026-05-12

ALERIAN MLP ETF ALERIAN MLP ETF11.1K shares-3.54%2026-03-312026-05-12

MCD MCDONALDS CORP COM1.9K shares5.53%2026-03-312026-05-12

GE AEROSPACE COM NEW GE AEROSPACE COM NEW2.0K shares-4.31%2026-03-312026-05-12

CB CHUBB LTD SWITZ COM1.8K shares-5.95%2026-03-312026-05-12

ASML ASML HLDG NV N Y REGISTRY SHS425 shares-6.18%2026-03-312026-05-12

IWF ISHARES RUSSELL 1000 GROWTH ETF1.3K shares-3.31%2026-03-312026-05-12

VXF VANGUARD EXTENDED MARKET ETF2.6K shares1.85%2026-03-312026-05-12

Sponsored

CRWD CROWDSTRIKE HLDGS INC CL A1.3K shares13.47%2026-03-312026-05-12

DVY ISHARES SELECT DIVIDEND ETF3.4K shares-4.14%2026-03-312026-05-12

SHY ISHARES 1-3 YEAR TREASURY BOND ETF6.2K shares-32.75%2026-03-312026-05-12

SYY SYSCO CORP COM7.2K shares-1.48%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L P COM13.4K shares-0.75%2026-03-312026-05-12

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.0K shares-17.84%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC COM1.5K shares26.77%2026-03-312026-05-12

EFV ISHARES MSCI EAFE VALUE ETF6.4K shares-5.11%2026-03-312026-05-12

Sponsored

SCHB SCHWAB U.S. BROAD MARKET ETF18.6K shares-1.29%2026-03-312026-05-12

LECO LINCOLN ELEC HLDGS INC COM1.8K shares0.00%2026-03-312026-05-12

AVDE AVANTIS INTERNATIONAL EQUITY ETF5.3K shares-7.71%2026-03-312026-05-12

VNQ VANGUARD REAL ESTATE ETF5.0K shares22.48%2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.1K shares-34.70%2026-03-312026-05-12

RSPD INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF8.3K shares-36.58%2026-03-312026-05-12

TGT TARGET CORP COM3.6K shares-12.76%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC COM3.3K shares3.40%2026-03-312026-05-12

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SHW SHERWIN WILLIAMS CO COM1.4K shares0.07%2026-03-312026-05-12

TPG TPG INC COM CL A10.6K shares3.41%2026-03-312026-05-12

BND VANGUARD TOTAL BOND MARKET ETF5.8K shares61.41%2026-03-312026-05-12

PFF ISHARES PREFERRED & INCOME SECURITIES ETF13.8K shares-1.64%2026-03-312026-05-12

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF6.8K shares0.78%2026-03-312026-05-12

BEP BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT12.7K shares-1.23%2026-03-312026-05-12

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST671 shares15.89%2026-03-312026-05-12

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF13.5K shares-2.70%2026-03-312026-05-12

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DBND DOUBLELINE OPPORTUNISTIC CORE BOND ETF9.0K shares0.00%2026-03-312026-05-12

AIT APPLIED INDL TECHNOLOGIES INC COM1.5K shares-96.87%2026-03-312026-05-12

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF8.7K shares0.87%2026-03-312026-05-12

PEP PEPSICO INC COM2.5K shares0.04%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GROUP COM4.8K shares0.00%2026-03-312026-05-12

SLV ISHARES SILVER TRUST5.7K shares12.16%2026-03-312026-05-12

OAKTREE SPECIALTY LENDING COM OAKTREE SPECIALTY LENDING COM34.0K shares-0.87%2026-03-312026-05-12

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF4.8K shares-26.05%2026-03-312026-05-12

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FANG DIAMONDBACK ENERGY INC COM1.9K shares0.00%2026-03-312026-05-12

SO SOUTHERN CO COM3.8K shares0.13%2026-03-312026-05-12

PRMB PRIMO BRANDS CORPORATION CLASS A COM SHS19.4K shares-82.61%2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC COM1.3K shares-0.40%2026-03-312026-05-12

DG DOLLAR GEN CORP COM3.0K shares-12.28%2026-03-312026-05-12

STERIS PLC SHS USD STERIS PLC SHS USD1.6K shares-6.59%2026-03-312026-05-12

NEU NEWMARKET CORP COM561 shares0.00%2026-03-312026-05-12

IBP INSTALLED BLDG PRODS INC COM1.4K shares0.00%2026-03-312026-05-12

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COIN COINBASE GLOBAL INC COM CL A2.0K shares8.67%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC COM1.3K shares-13.55%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares-14.35%2026-03-312026-05-12

PGR PROGRESSIVE CORP COM1.8K shares-3.90%2026-03-312026-05-12

VTEB VANGUARD TAX-EXEMPT BOND ETF7.0K shares0.57%2026-03-312026-05-12

T AT&T INC COM12.0K shares-6.75%2026-03-312026-05-12

FBTC FIDELITY WISE ORIGIN BITCOIN FUND5.8K shares0.00%2026-03-312026-05-12

TFLO ISHARES TREASURY FLOATING RATE BOND ETF6.8K shares-5.53%2026-03-312026-05-12

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DFUS DIMENSIONAL U.S. EQUITY MARKET ETF4.8K shares-4.00%2026-03-312026-05-12

VEA VANGUARD FTSE DEVELOPED MARKETS ETF5.2K shares53.65%2026-03-312026-05-12

BIP BROOKFIELD INFRASTRUCTURE PART LP INT UNIT9.2K shares-1.40%2026-03-312026-05-12

AKRE FOCUS ETF AKRE FOCUS ETF6.3K shares-7.98%2026-03-312026-05-12

BA BOEING CO COM1.6K shares-0.30%2026-03-312026-05-12

INTU INTUIT COM758 shares-31.96%2026-03-312026-05-12

DIS DISNEY WALT CO COM3.4K shares-6.53%2026-03-312026-05-12

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF6.8K shares-29.25%2026-03-312026-05-12

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VWO VANGUARD FTSE EMERGING MARKETS ETF5.9K shares-3.15%2026-03-312026-05-12

NOW SERVICENOW INC COM3.0K shares-69.09%2026-03-312026-05-12

WELL WELLTOWER INC COM1.6K shares-0.45%2026-03-312026-05-12

MUB ISHARES NATIONAL MUNI BOND ETF2.9K shares-8.45%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO COM5.0K shares0.00%2026-03-312026-05-12

AVUS AVANTIS U.S. EQUITY ETF2.7K shares-18.34%2026-03-312026-05-12

GPC GENUINE PARTS CO COM2.8K shares-2.51%2026-03-312026-05-12

SCHX SCHWAB U.S. LARGE-CAP ETF11.4K shares-1.80%2026-03-312026-05-12

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XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF5.9K shares0.00%2026-03-312026-05-12

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST3.1K shares-4.28%2026-03-312026-05-12

THE CIGNA GROUP COM THE CIGNA GROUP COM1.1K shares7.72%2026-03-312026-05-12

KO COCA COLA CO COM3.7K shares-3.09%2026-03-312026-05-12

IYW ISHARES U.S. TECHNOLOGY ETF1.5K shares-1.69%2026-03-312026-05-12

FOF COHEN & STEERS CLOSED-END COM21.1K shares0.00%2026-03-312026-05-12

MPLX MPLX LP COM UNIT REP LTD4.7K shares0.00%2026-03-312026-05-12

VBK VANGUARD SMALL-CAP GROWTH ETF883 shares-10.54%2026-03-312026-05-12

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BLD TOPBUILD COR COM756 shares0.00%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP COM3.3K shares0.00%2026-03-312026-05-12

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF3.3K shares7.63%2026-03-312026-05-12

VB VANGUARD SMALL-CAP ETF991 shares60.88%2026-03-312026-05-12

BSV VANGUARD SHORT-TERM BOND ETF3.3K shares6.68%2026-03-312026-05-12

VO VANGUARD MID-CAP ETF894 shares3.95%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC CL A4.5K shares-4.26%2026-03-312026-05-12

QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.3K shares-5.85%2026-03-312026-05-12

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CVS CVS HEALTH CORP COM3.5K shares-2.64%2026-03-312026-05-12

PFFV GLOBAL X VARIABLE RATE PREFERRED ETF11.6K shares-16.59%2026-03-312026-05-12

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM734 shares-7.21%2026-03-312026-05-12

EOG EOG RES INC COM1.7K shares-17.32%2026-03-312026-05-12

MPC MARATHON PETE CORP COM1.0K shares-0.10%2026-03-312026-05-12

QSR RESTAURANT BRANDS INTL INC COM3.3K shares0.00%2026-03-312026-05-12

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF4.4K shares-6.16%2026-03-312026-05-12

LULU LULULEMON ATHLETICA INC COM1.6K shares5.21%2026-03-312026-05-12

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MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF999 shares-2.06%2026-03-312026-05-12

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.6K shares44.09%2026-03-312026-05-12

IUSG ISHARES CORE S&P U.S. GROWTH ETF1.5K shares0.06%2026-03-312026-05-12

IPAC ISHARES CORE MSCI PACIFIC ETF3.1K shares-7.72%2026-03-312026-05-12

MAGS ROUNDHILL MAGNIFICENT SEVEN ETF4.0K shares-21.46%2026-03-312026-05-12

BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS5.2K shares0.00%2026-03-312026-05-12

OKE ONEOK INC NEW COM2.6K shares0.00%2026-03-312026-05-12

ARMK ARAMARK COM5.7K shares-17.30%2026-03-312026-05-12

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IWD ISHARES RUSSELL 1000 VALUE ETF1.1K shares23.41%2026-03-312026-05-12

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF4.6K shares-4.37%2026-03-312026-05-12

MO ALTRIA GROUP INC COM3.4K shares0.15%2026-03-312026-05-12

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF4.7K shares0.41%2026-03-312026-05-12

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF4.5K shares0.00%2026-03-312026-05-12

VRT VERTIV HOLDINGS CO COM CL A877 shares-4.26%2026-03-312026-05-12

MMM 3M CO COM1.5K shares0.60%2026-03-312026-05-12

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM2.2K shares-51.13%2026-03-312026-05-12

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AEM AGNICO EAGLE MINES LTD COM1.1K shares4.76%2026-03-312026-05-12

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF2.5K shares-0.67%2026-03-312026-05-12

VBR VANGUARD SMALL CAP VALUE ETF975 shares-9.55%2026-03-312026-05-12

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF2.7K shares10.33%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP COM300 shares0.33%2026-03-312026-05-12

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND2.7K shares1.68%2026-03-312026-05-12

CMF ISHARES CALIFORNIA MUNI BOND ETF3.5K shares13.96%2026-03-312026-05-12

HSY HERSHEY CO COM953 shares-8.80%2026-03-312026-05-12

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MMC MARSH & MCLENNAN COS INC COM1.1K shares0.35%2026-03-312026-05-12

SILA SILA REALTY TRUST INC COMMON STOCK8.3K shares-17.75%2026-03-312026-05-12

IVE ISHARES S&P 500 VALUE ETF923 shares-13.33%2026-03-312026-05-12

IVW ISHARES S&P 500 GROWTH ETF1.7K shares-20.06%2026-03-312026-05-12

ODFL OLD DOMINION FREIGHT LINE INC COM989 shares67.34%2026-03-312026-05-12

NVS NOVARTIS AG SPONSORED ADR1.3K shares0.00%2026-03-312026-05-12

OEF ISHARES S&P 100 ETF592 shares-4.98%2026-03-312026-05-12

IEUR ISHARES CORE MSCI EUROPE ETF2.7K shares-7.84%2026-03-312026-05-12

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ORI OLD REP INTL CORP COM4.7K shares0.00%2026-03-312026-05-12

SCHA SCHWAB U.S. SMALL-CAP ETF6.4K shares0.03%2026-03-312026-05-12

J JACOBS SOLUTIONS INC COM1.4K shares-15.73%2026-03-312026-05-12

DOW DOW HLDGS INC COM4.3K shares0.00%2026-03-312026-05-12

WMB WILLIAMS COS INC COM2.4K shares0.63%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC COM1.9K shares0.48%2026-03-312026-05-12

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER7.1K shares4.90%2026-03-312026-05-12

TXN TEXAS INSTRS INC COM888 shares-8.36%2026-03-312026-05-12

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ESGU ISHARES ESG AWARE MSCI USA ETF1.2K shares-4.63%2026-03-312026-05-12

QCOM QUALCOMM INC COM1.3K shares-18.77%2026-03-312026-05-12

GDXJ VANECK JUNIOR GOLD MINERS ETF1.4K shares0.00%2026-03-312026-05-12

STIP ISHARES 0-5 YEAR TIPS BOND ETF1.6K shares0.00%2026-03-312026-05-12

ETHA ISHARES ETHEREUM TRUST ETF10.4K shares10.40%2026-03-312026-05-12

GLW CORNING INC COM1.2K shares-2.28%2026-03-312026-05-12

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF1.1K shares-0.72%2026-03-312026-05-12

CMI CUMMINS INC COM299 shares0.34%2026-03-312026-05-12

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IHI ISHARES U.S. MEDICAL DEVICES ETF3.0K shares3.17%2026-03-312026-05-12

TOLZ PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF2.6K shares13.59%2026-03-312026-05-12

MCK MCKESSON CORP COM179 shares0.56%2026-03-312026-05-12

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF2.6K shares-1.19%2026-03-312026-05-12

WFC WELLS FARGO & CO COM1.9K shares7.95%2026-03-312026-05-12

HCA HCA HEALTHCARE INC COM320 shares-0.31%2026-03-312026-05-12

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF1.9K shares-3.43%2026-03-312026-05-12

O REALTY INCOME CORP COM2.4K shares-0.20%2026-03-312026-05-12

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NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF1.4K shares-6.62%2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC COM392 shares-44.87%2026-03-312026-05-12

JPMORGAN BETABUILDERS CANADA ETF JPMORGAN BETABUILDERS CANADA ETF1.6K shares-5.80%2026-03-312026-05-12

AMP AMERIPRISE FINL INC COM332 shares0.00%2026-03-312026-05-12

BTT BLACKROCK MUN TARGET TERM TR COM SHS BEN IN6.5K shares0.00%2026-03-312026-05-12

HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND1.6K shares-15.03%2026-03-312026-05-12

IXN ISHARES GLOBAL TECH ETF1.5K shares0.00%2026-03-312026-05-12

SHEL SHELL PLC SPON ADS1.6K shares-26.62%2026-03-312026-05-12

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ALL ALLSTATE CORP COM698 shares0.00%2026-03-312026-05-12

NBIS NEBIUS GROUP N.V. SHS CLASS A1.4K shares1.24%2026-03-312026-05-12

EWW ISHARES MSCI MEXICO ETF1.9K shares0.00%2026-03-312026-05-12

BIV VANGUARD INTERMEDIATE-TERM BOND ETF1.8K shares-0.81%2026-03-312026-05-12

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM3.1K shares-6.85%2026-03-312026-05-12

DHR DANAHER CORP DEL COM731 shares0.14%2026-03-312026-05-12

ADI ANALOG DEVICES INC COM432 shares87.83%2026-03-312026-05-12

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF3.9K shares0.08%2026-03-312026-05-12

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BUG GLOBAL X CYBERSECURITY ETF5.4K shares-98.04%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY A COM458 shares-35.04%2026-03-312026-05-12

MLM MARTIN MARIETTA MATLS INC COM228 shares0.88%2026-03-312026-05-12

SLB SLB LIMITED COM STK2.6K shares53.27%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP COM146 shares-6.41%2026-03-312026-05-12

VFF VILLAGE FARMS INTL INC COM46.0K shares0.00%2026-03-312026-05-12

LAZARD INC COM LAZARD INC COM2.8K shares-39.77%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC COM369 shares33.21%2026-03-312026-05-12

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ISRG INTUITIVE SURGICAL INC COM NEW275 shares-2.83%2026-03-312026-05-12

SPTS STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF4.2K shares-38.16%2026-03-312026-05-12

RPM RPM INTL INC COM1.2K shares0.00%2026-03-312026-05-12

HWM HOWMET AEROSPACE INC COM525 shares650.00%2026-03-312026-05-12

BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A6.3K shares-76.41%2026-03-312026-05-12

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF1.4K shares0.00%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP COM428 shares2.39%2026-03-312026-05-12

BROOKFIELD RENEWABLE CORP CL A EX SUB VTG BROOKFIELD RENEWABLE CORP CL A EX SUB VTG3.0K shares0.00%2026-03-312026-05-12

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AFL AFLAC INC COM1.1K shares-0.28%2026-03-312026-05-12

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND1.3K shares-16.59%2026-03-312026-05-12

IJK ISHARES S&P MID-CAP 400 GROWTH ETF1.2K shares0.00%2026-03-312026-05-12

CTAS CINTAS CORP COM686 shares0.73%2026-03-312026-05-12

KNSL KINSALE CAP GROUP INC COM339 shares0.00%2026-03-312026-05-12

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK991 shares-15.01%2026-03-312026-05-12

IJH ISHARES CORE S&P MID-CAP ETF1.7K shares-12.14%2026-03-312026-05-12

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF2.4K shares-15.97%2026-03-312026-05-12

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URA GLOBAL X URANIUM ETF2.3K shares-98.53%2026-03-312026-05-12

ET ENERGY TRANSFER L P COM UT LTD PTN5.7K shares-1.72%2026-03-312026-05-12

ESGV VANGUARD ESG U.S. STOCK ETF970 shares-43.08%2026-03-312026-05-12

SYF SYNCHRONY FINANCIAL COM1.6K shares0.00%2026-03-312026-05-12

KMB KIMBERLY-CLARK CORP COM1.1K shares9.89%2026-03-312026-05-12

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM960 shares-80.64%2026-03-312026-05-12

BWXT BWX TECHNOLOGIES INC COM518 shares-9.28%2026-03-312026-05-12

EFG ISHARES MSCI EAFE GROWTH ETF947 shares-2.37%2026-03-312026-05-12

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PSEC PROSPECT CAP CORP COM40.3K shares303.08%2026-03-312026-05-12

FE FIRSTENERGY CORP COM2.1K shares0.00%2026-03-312026-05-12

CTVA CORTEVA INC COM1.2K shares0.00%2026-03-312026-05-12

NTAP NETAPP INC COM1.0K shares-0.39%2026-03-312026-05-12

IBB ISHARES BIOTECHNOLOGY ETF613 shares0.00%2026-03-312026-05-12

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF707 shares-5.86%2026-03-312026-05-12

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW1.8K shares0.00%2026-03-312026-05-12

PROSHARES ULTRAPRO SHORT S&P500 PROSHARES ULTRAPRO SHORT S&P5001.8K sharesnew addition2026-03-312026-05-12

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IWV ISHARES RUSSELL 3000 ETF273 shares0.00%2026-03-312026-05-12

EWL ISHARES MSCI SWITZERLAND ETF1.7K shares-9.44%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC COM NEW231 shares1.32%2026-03-312026-05-12

SNDK SANDISK CORP COM157 shares7750.00%2026-03-312026-05-12

HAS HASBRO INC COM1.1K shares-15.91%2026-03-312026-05-12

BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB2.4K shares0.00%2026-03-312026-05-12

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF2.1K shares-5.05%2026-03-312026-05-12

COP CONOCOPHILLIPS COM748 shares4.32%2026-03-312026-05-12

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RSG REPUBLIC SVCS INC COM447 shares0.45%2026-03-312026-05-12

IBKR INTERACTIVE BROKERS GROUP INC COM CL A1.4K shares19.64%2026-03-312026-05-12

NKE NIKE INC CL B1.8K shares-98.27%2026-03-312026-05-12

LINDE PLC SHS LINDE PLC SHS194 shares1.04%2026-03-312026-05-12

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF2.6K shares-15.07%2026-03-312026-05-12

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF1.0K shares36.92%2026-03-312026-05-12

VGT VANGUARD INFORMATION TECHNOLOGY ETF134 shares-8.84%2026-03-312026-05-12

KTB KONTOOR BRANDS INC COM1.3K shares-98.56%2026-03-312026-05-12

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SCHM SCHWAB U.S. MID-CAP ETF2.9K shares-4.44%2026-03-312026-05-12

CMPX COMPASS THERAPEUTICS INC COM16.8K shares39.05%2026-03-312026-05-12

TIP ISHARES TIPS BOND ETF803 shares0.00%2026-03-312026-05-12

VFH VANGUARD FINANCIALS ETF726 shares-79.19%2026-03-312026-05-12

VGK VANGUARD FTSE EUROPE ETF1.1K shares0.00%2026-03-312026-05-12

PTF INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF992 shares0.00%2026-03-312026-05-12

NUE NUCOR CORP COM505 shares0.00%2026-03-312026-05-12

FITB FIFTH THIRD BANCORP COM1.8K shares0.00%2026-03-312026-05-12

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IVT INVENTRUST PPTYS CORP COM NEW2.8K shares0.00%2026-03-312026-05-12

RY ROYAL BK CDA COM518 shares0.00%2026-03-312026-05-12

CELESTICA INC COM CELESTICA INC COM297 shares343.28%2026-03-312026-05-12

NREF NEXPOINT REAL ESTATE FIN INC COM6.2K shares518.50%2026-03-312026-05-12

XLG INVESCO S&P 500 TOP 50 ETF1.5K shares0.00%2026-03-312026-05-12

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF1.9K shares0.00%2026-03-312026-05-12

IWN ISHARES RUSSELL 2000 VALUE ETF426 shares-0.23%2026-03-312026-05-12

VPU VANGUARD UTILITIES ETF406 shares-23.54%2026-03-312026-05-12

Sponsored

ZTS ZOETIS INC CL A677 shares-48.75%2026-03-312026-05-12

PSK STATE STREET SPDR ICE PREFERRED SECURITIES ETF2.6K shares0.00%2026-03-312026-05-12

XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND2.0K shares-8.54%2026-03-312026-05-12

BITB BITWISE BITCOIN ETF TRUST2.1K shares146.00%2026-03-312026-05-12

BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A2.0K shares0.00%2026-03-312026-05-12

FLOT ISHARES FLOATING RATE BOND ETF1.6K shares-8.76%2026-03-312026-05-12

HODL VANECK BITCOIN ETF4.1K shares0.00%2026-03-312026-05-12

CIEN CIENA CORP COM NEW203 shares4975.00%2026-03-312026-05-12

Sponsored

BP BP PLC SPONSORED ADR1.7K shares0.00%2026-03-312026-05-12

EEMS ISHARES MSCI EMERGING MARKETS SMALL CAP ETF1.1K shares0.00%2026-03-312026-05-12

AHR AMERICAN HEALTHCARE REIT INC COM SHS1.6K shares-11.78%2026-03-312026-05-12

FAST FASTENAL CO COM1.7K shares0.00%2026-03-312026-05-12

TTD THE TRADE DESK INC COM CL A3.4K shares-0.44%2026-03-312026-05-12

AJG GALLAGHER ARTHUR J & CO COM348 shares0.87%2026-03-312026-05-12

TDY TELEDYNE TECHNOLOGIES INC COM122 shares0.83%2026-03-312026-05-12

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF456 shares6.54%2026-03-312026-05-12

Sponsored

PFE PFIZER INC COM2.6K shares0.08%2026-03-312026-05-12

NVO NOVO-NORDISK A S ADR2.0K shares0.10%2026-03-312026-05-12

AVEM AVANTIS EMERGING MARKETS EQUITY ETF909 shares-1.20%2026-03-312026-05-12

IVLU ISHARES MSCI INTL VALUE FACTOR ETF1.8K shares0.00%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP COM400 shares1.27%2026-03-312026-05-12

SPMO INVESCO S&P 500 MOMENTUM ETF650 shares8.33%2026-03-312026-05-12

CPER UNITED STATES COPPER INDEX FUND2.1K shares0.00%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING INC COM354 shares92.39%2026-03-312026-05-12

Sponsored

EVRG EVERGY INC COM877 shares0.00%2026-03-312026-05-12

IYT ISHARES US TRANSPORTATION ETF961 shares-57.04%2026-03-312026-05-12

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF1.5K shares0.00%2026-03-312026-05-12

HUBS HUBSPOT INC COM292 shares0.69%2026-03-312026-05-12

INTC INTEL CORP COM1.6K shares0.00%2026-03-312026-05-12

SCHZ SCHWAB US AGGREGATE BOND ETF3.0K shares8.86%2026-03-312026-05-12

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM2.3K shares-59.90%2026-03-312026-05-12

VFMO VANGUARD U.S. MOMENTUM FACTOR ETF352 shares0.00%2026-03-312026-05-12

Sponsored

SCHF SCHWAB INTERNATIONAL EQUITY ETF2.8K shares-34.84%2026-03-312026-05-12

APD AIR PRODUCTS AND CHEMICALS INC COM234 shares-30.77%2026-03-312026-05-12

SHOP SHOPIFY INC CL A SUB VTG SHS569 shares32.94%2026-03-312026-05-12

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF1.4K shares-4.63%2026-03-312026-05-12

IYZ ISHARES U.S. TELECOMMUNICATIONS ETF1.7K shares0.00%2026-03-312026-05-12

GMF STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF489 shares0.00%2026-03-312026-05-12

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF466 shares-22.59%2026-03-312026-05-12

EIX EDISON INTL COM904 shares0.44%2026-03-312026-05-12

Sponsored

SLI STANDARD LITHIUM CORP COM19.1K shares0.00%2026-03-312026-05-12

TLT ISHARES 20 YEAR TREASURY BOND ETF749 shares-11.36%2026-03-312026-05-12

APH AMPHENOL CORP CL A505 shares-3.81%2026-03-312026-05-12

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS836 shares-12.46%2026-03-312026-05-12

VPL VANGUARD FTSE PACIFIC ETF648 shares-4.28%2026-03-312026-05-12

CAVA CAVA GROUP INC COM780 sharesnew addition2026-03-312026-05-12

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF768 shares0.00%2026-03-312026-05-12

DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF1.2K shares0.52%2026-03-312026-05-12

Sponsored

YUM YUM BRANDS INC COM402 shares0.00%2026-03-312026-05-12

IEO ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF500 shares0.00%2026-03-312026-05-12

TMUS T-MOBILE US INC COM296 shares-2.63%2026-03-312026-05-12

GBDC GOLUB CAP BDC INC COM4.9K shares-30.16%2026-03-312026-05-12

SCHO SCHWAB SHORT-TERM US TREASURY ETF2.5K shares-41.24%2026-03-312026-05-12

DGX QUEST DIAGNOSTICS INC COM308 shares0.00%2026-03-312026-05-12

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF1.3K shares0.15%2026-03-312026-05-12

ROST ROSS STORES INC COM276 shares1.47%2026-03-312026-05-12

Sponsored

STLD STEEL DYNAMICS INC COM331 shares8175.00%2026-03-312026-05-12

EEM ISHARES MSCI EMERGING MARKETS ETF1.0K shares0.00%2026-03-312026-05-12

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF1.2K shares-19.65%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF1.5K shares0.00%2026-03-312026-05-12

IWR ISHARES RUSSELL MIDCAP ETF600 shares8.11%2026-03-312026-05-12

RQI COHEN & STEERS QUALITY INCOME COM4.8K shares-9.89%2026-03-312026-05-12

CHD CHURCH & DWIGHT CO INC COM621 shares-0.48%2026-03-312026-05-12

MDU MDU RES GROUP INC COM2.8K shares0.72%2026-03-312026-05-12

Sponsored

MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF600 shares-0.50%2026-03-312026-05-12

DECK DECKERS OUTDOOR CORP COM573 shares1.96%2026-03-312026-05-12

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND1.1K sharesnew addition2026-03-312026-05-12

VHT VANGUARD HEALTH CARE ETF207 shares-4.61%2026-03-312026-05-12

IJJ ISHARES S&P MID-CAP 400 VALUE ETF426 shares0.00%2026-03-312026-05-12

LITE LUMENTUM HLDGS INC COM79 sharesnew addition2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP COM885 shares-0.23%2026-03-312026-05-12

STZ CONSTELLATION BRANDS INC CL A367 shares-38.94%2026-03-312026-05-12

Sponsored

FS SPECIALTY LENDING FD COM SH BEN INT FS SPECIALTY LENDING FD COM SH BEN INT4.4K shares-39.92%2026-03-312026-05-12

ULTA ULTA BEAUTY INC COM103 shares3.00%2026-03-312026-05-12

ICLN ISHARES GLOBAL CLEAN ENERGY ETF2.9K shares31.43%2026-03-312026-05-12

SPTI STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF1.8K shares0.00%2026-03-312026-05-12

SWP

SWP GROWTH & INCOME ETF

1.93%

Shares4.8M

Event2026-03-31

Filed2026-05-12

MBB

ISHARES MBS ETF

4.10%

Shares485.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP COM

26.68%

Shares113.6K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES MSCI EAFE ETF

4.17%

Shares394.4K

Event2026-03-31

Filed2026-05-12

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

4.33%

Shares1.3M

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC COM

0.91%

Shares148.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL A

2.11%

Shares131.0K

Event2026-03-31

Filed2026-05-12

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

4.87%

Shares241.9K

Event2026-03-31

Filed2026-05-12

BROADCOM INC COM

2.86%

Shares87.5K

Event2026-03-31

Filed2026-05-12

PID

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

4.93%

Shares1.1M

Event2026-03-31

Filed2026-05-12

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

4.31%

Shares194.0K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION COM

6.09%

Shares106.5K

Event2026-03-31

Filed2026-05-12

PLD

PROLOGIS INC. COM

2.66%

Shares139.0K

Event2026-03-31

Filed2026-05-12

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

5.62%

Shares162.8K

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC CL A

3.98%

Shares31.4K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS COM

3.20%

Shares73.8K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO COM

-3.04%

Shares60.1K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP COM

1.75%

Shares114.4K

Event2026-03-31

Filed2026-05-12

STM

STMICROELECTRONICS N V NY REGISTRY

73.13%

Shares477.1K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION COM

0.77%

Shares84.6K

Event2026-03-31

Filed2026-05-12

ASTRAZENECA PLC ORD

-49.80%

Shares82.7K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC COM

6.00%

Shares93.0K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC COM

50.13%

Shares127.9K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES CORE S&P 500 ETF

5.71%

Shares21.6K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW COM

2.81%

Shares87.3K

Event2026-03-31

Filed2026-05-12

SPY

STATE STREET SPDR S&P 500 ETF

-0.15%

Shares20.9K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC COM

7.02%

Shares145.6K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC COM

3.83%

Shares60.4K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO COM

46.37%

Shares43.1K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC COM

1.09%

Shares62.6K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT MCMORAN INC CL B

10.82%

Shares221.2K

Event2026-03-31

Filed2026-05-12

TOL

TOLL BROTHERS INC COM

7.09%

Shares94.1K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO COM

6.71%

Shares95.3K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES RUSSELL 2000 ETF

3.85%

Shares50.2K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC COM NEW

5.53%

Shares109.2K

Event2026-03-31

Filed2026-05-12

CENCORA INC COM

3.74%

Shares39.4K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP INC COM

-6.06%

Shares58.1K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC COM

13.29%

Shares14.1K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO COM

2.83%

Shares12.7K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC SHS

-2.91%

Shares134.8K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TRUST SERIES I

-6.90%

Shares20.0K

Event2026-03-31

Filed2026-05-12

XBI

STATE STREET SPDR S&P BIOTECH ETF

7.69%

Shares89.6K

Event2026-03-31

Filed2026-05-12

FLS

FLOWSERVE CORP COM

-23.27%

Shares152.9K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC COM

4.61%

Shares11.6K

Event2026-03-31

Filed2026-05-12

TOYOTA MOTOR CORP ADS

39.16%

Shares53.7K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC CL B

48.59%

Shares109.7K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

3.95%

Shares151.1K

Event2026-03-31

Filed2026-05-12

BKR

BAKER HUGHES COMPANY CL A

-20.62%

Shares173.2K

Event2026-03-31

Filed2026-05-12

EWJ

ISHARES MSCI JAPAN ETF

6.18%

Shares122.9K

Event2026-03-31

Filed2026-05-12

URI

UNITED RENTALS INC COM

73.44%

Shares14.1K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

5.31%

Shares30.1K

Event2026-03-31

Filed2026-05-12

SIMO

SILICON MOTION TECHNOLOGY CORP SPONSORED ADR

6.48%

Shares86.2K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP COM

3.62%

Shares39.6K

Event2026-03-31

Filed2026-05-12

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

6.87%

Shares218.6K

Event2026-03-31

Filed2026-05-12

DLR

DIGITAL RLTY TR INC COM

21.90%

Shares52.8K

Event2026-03-31

Filed2026-05-12

SMH

VANECK SEMICONDUCTOR ETF

5.78%

Shares24.6K

Event2026-03-31

Filed2026-05-12

RSPN

INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF

10783.74%

Shares158.7K

Event2026-03-31

Filed2026-05-12

ENB

ENBRIDGE INC COM

3.39%

Shares164.5K

Event2026-03-31

Filed2026-05-12

DRI

DARDEN RESTAURANTS INC COM

6.79%

Shares44.9K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP COM

-1.53%

Shares51.5K

Event2026-03-31

Filed2026-05-12

ITB

ISHARES U.S. HOME CONSTRUCTION ETF

7.38%

Shares93.1K

Event2026-03-31

Filed2026-05-12

KRE

STATE STREET SPDR S&P REGIONAL BANKING ETF

2736.36%

Shares125.5K

Event2026-03-31

Filed2026-05-12

CCJ

CAMECO CORP COM

-43.20%

Shares74.1K

Event2026-03-31

Filed2026-05-12

DKS

DICKS SPORTING GOODS INC COM

-0.40%

Shares38.6K

Event2026-03-31

Filed2026-05-12

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

9.12%

Shares132.8K

Event2026-03-31

Filed2026-05-12

CRM

SALESFORCE INC COM

176.56%

Shares37.8K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD SHARES

-3.97%

Shares15.8K

Event2026-03-31

Filed2026-05-12

CNQ

CANADIAN NAT RES LTD MED TERM COM

-33.49%

Shares139.2K

Event2026-03-31

Filed2026-05-12

BDX

BECTON DICKINSON & CO COM

180126.09%

Shares41.5K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-13.13%

Shares209.5K

Event2026-03-31

Filed2026-05-12

DAL

DELTA AIR LINES INC COM NEW

110680.49%

Shares90.8K

Event2026-03-31

Filed2026-05-12

BKNG

BOOKING HOLDINGS INC COM

4614.81%

Shares1.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL C

0.12%

Shares18.4K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC COM

9.35%

Shares67.1K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC COM

-0.14%

Shares12.6K

Event2026-03-31

Filed2026-05-12

OWL

BLUE OWL CAPITAL INC COM CL A

0.23%

Shares412.8K

Event2026-03-31

Filed2026-05-12

PWR

QUANTA SVCS INC COM

17.56%

Shares6.8K

Event2026-03-31

Filed2026-05-12

CORPAY INC COM SHS

-19.35%

Shares12.6K

Event2026-03-31

Filed2026-05-12

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-56.18%

Shares38.1K

Event2026-03-31

Filed2026-05-12

ACWX

ISHARES MSCI ACWI EX U.S. ETF

31.03%

Shares50.9K

Event2026-03-31

Filed2026-05-12

QXO

QXO INC COM NEW

-1.01%

Shares176.0K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC COM

6.06%

Shares27.5K

Event2026-03-31

Filed2026-05-12

ESTA

ESTABLISHMENT LABS HLDGS INC COM

5.57%

Shares58.1K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP COM

20.80%

Shares35.0K

Event2026-03-31

Filed2026-05-12

BROOKFIELD CORP CL A LTD VT SH

-11.86%

Shares80.5K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC. COM

19.15%

Shares33.3K

Event2026-03-31

Filed2026-05-12

DSU

BLACKROCK DEBT STRATEGIES FD I COM NEW

17.92%

Shares329.0K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC COM

124.91%

Shares19.0K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC COM

4.96%

Shares8.0K

Event2026-03-31

Filed2026-05-12

ABNB

AIRBNB INC COM CL A

86.89%

Shares22.0K

Event2026-03-31

Filed2026-05-12

GPN

GLOBAL PMTS INC COM

-8.25%

Shares39.3K

Event2026-03-31

Filed2026-05-12

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

5.75%

Shares51.7K

Event2026-03-31

Filed2026-05-12

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-1.01%

Shares51.4K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC COM

0.36%

Shares12.5K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

100.06%

Shares24.5K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL CL B NEW

-1.84%

Shares5.1K

Event2026-03-31

Filed2026-05-12

PTY

PIMCO CORPORATE & INCOME OPPOR COM

0.06%

Shares198.1K

Event2026-03-31

Filed2026-05-12

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-3.89%

Shares30.9K

Event2026-03-31

Filed2026-05-12

OBDC

BLUE OWL CAPITAL CORPORATION COM

15.27%

Shares211.3K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC CL A

20.40%

Shares15.9K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-4.70%

Shares10.7K

Event2026-03-31

Filed2026-05-12

VRTX

VERTEX PHARMACEUTICALS INC COM

10.92%

Shares5.1K

Event2026-03-31

Filed2026-05-12

VISA INC COM CL A

-4.94%

Shares7.4K

Event2026-03-31

Filed2026-05-12

LNG

CHENIERE ENERGY INC COM NEW

17.96%

Shares7.7K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES CORE MSCI EAFE ETF

12.80%

Shares24.0K

Event2026-03-31

Filed2026-05-12

DSL

DOUBLELINE INCOME SOLUTIONS FD COM

-0.43%

Shares197.3K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.01%

Shares54.5K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC SHS

151.05%

Shares5.8K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

6.03%

Shares13.8K

Event2026-03-31

Filed2026-05-12

VANGUARD S&P 500 ETF

9.40%

Shares3.2K

Event2026-03-31

Filed2026-05-12

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

8.85%

Shares75.4K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION COM

1.15%

Shares1.9K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TRUST

-6.70%

Shares20.6K

Event2026-03-31

Filed2026-05-12

ISPY

PROSHARES S&P 500 HIGH INCOME ETF

54.04%

Shares41.8K

Event2026-03-31

Filed2026-05-12

FIX

COMFORT SYS USA INC COM

-43.87%

Shares1.3K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD GROWTH ETF

-8.40%

Shares4.1K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC COM

19.49%

Shares3.8K

Event2026-03-31

Filed2026-05-12

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

-10.43%

Shares18.4K

Event2026-03-31

Filed2026-05-12

IBIT

ISHARES BITCOIN TRUST ETF

6.64%

Shares40.5K

Event2026-03-31

Filed2026-05-12

USFD

US FOODS HLDG CORP COM

-3.12%

Shares16.7K

Event2026-03-31

Filed2026-05-12

FSK

FS KKR CAP CORP COM

5.57%

Shares148.0K

Event2026-03-31

Filed2026-05-12

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-9.72%

Shares15.1K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

2.83%

Shares18.7K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP COM NEW

-4.27%

Shares6.8K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

34.90%

Shares14.7K

Event2026-03-31

Filed2026-05-12

PRK

PARK NATL CORP COM

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-12

ARCC

ARES CAPITAL CORP COM

-3.97%

Shares74.0K

Event2026-03-31

Filed2026-05-12

DBL

DOUBLELINE OPPORTUNISTIC CR FD COM

0.00%

Shares88.3K

Event2026-03-31

Filed2026-05-12

AAON

AAON INC COM PAR $0.004

-46.70%

Shares15.5K

Event2026-03-31

Filed2026-05-12

SUB

ISHARES SHORT-TERM NATIONAL MUNI BOND ETF

-4.13%

Shares11.9K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES RUSSELL 1000 ETF

-2.83%

Shares3.5K

Event2026-03-31

Filed2026-05-12

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.30%

Shares6.5K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON COM

-4.53%

Shares5.1K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC COM

0.05%

Shares3.8K

Event2026-03-31

Filed2026-05-12

VST

VISTRA CORP COM

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND SHS CLASS A

-37.24%

Shares5.9K

Event2026-03-31

Filed2026-05-12

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

13.49%

Shares16.6K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC COM

89.07%

Shares9.6K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION COM

13.40%

Shares5.3K

Event2026-03-31

Filed2026-05-12

IESC

IES HOLDINGS INC COM

-39.70%

Shares2.2K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC COM

-1.00%

Shares13.6K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC COM

0.56%

Shares4.6K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL COM

-1.18%

Shares4.5K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION COM

-10.10%

Shares3.1K

Event2026-03-31

Filed2026-05-12

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

259.57%

Shares2.2K

Event2026-03-31

Filed2026-05-12

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-3.68%

Shares17.2K

Event2026-03-31

Filed2026-05-12

UTF

COHEN & STEERS INFRASTRUCTURE COM

-1.23%

Shares37.6K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD VALUE ETF

-7.59%

Shares4.9K

Event2026-03-31

Filed2026-05-12

TPL

TEXAS PACIFIC LAND CORPORATION COM

-0.15%

Shares2.0K

Event2026-03-31

Filed2026-05-12

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

2.90%

Shares20.9K

Event2026-03-31

Filed2026-05-12

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

ETR

ENTERGY CORP NEW COM

0.00%

Shares8.3K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY COM NEW

8.71%

Shares5.7K

Event2026-03-31

Filed2026-05-12

DDOG

DATADOG INC CL A COM

8213.98%

Shares7.7K

Event2026-03-31

Filed2026-05-12

BILS

STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF

6.32%

Shares9.1K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED CL A

-0.39%

Shares1.8K

Event2026-03-31

Filed2026-05-12

GDX

VANECK GOLD MINERS ETF

-8.17%

Shares9.6K

Event2026-03-31

Filed2026-05-12

DEERE & CO COM

3.93%

Shares1.5K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC COM

-0.31%

Shares17.1K

Event2026-03-31

Filed2026-05-12

TPB

TURNING PT BRANDS INC COM

11508.24%

Shares9.9K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW COM NEW

-87.83%

Shares6.4K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC COM

9.13%

Shares1.2K

Event2026-03-31

Filed2026-05-12

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-25.48%

Shares15.9K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO COM

-3.48%

Shares5.7K

Event2026-03-31

Filed2026-05-12

JEF

JEFFERIES FINANCIAL GROUP INC COM

-93.02%

Shares19.5K

Event2026-03-31

Filed2026-05-12

RRR

RED ROCK RESORTS INC CL A

New

Shares14.8K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC COM

-3.76%

Shares1.6K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES CORE S&P SMALL CAP ETF

-1.26%

Shares6.3K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-4.52%

Shares26.0K

Event2026-03-31

Filed2026-05-12

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-64.33%

Shares5.4K

Event2026-03-31

Filed2026-05-12

ALB

ALBEMARLE CORP COM

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES COM

7.22%

Shares6.7K

Event2026-03-31

Filed2026-05-12

BAC

BANK OF AMER CORP COM

0.84%

Shares13.9K

Event2026-03-31

Filed2026-05-12

VMC

VULCAN MATLS CO COM

-4.54%

Shares2.4K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC COM

1.11%

Shares1.9K

Event2026-03-31

Filed2026-05-12

PSX

PHILLIPS 66 COM

-0.20%

Shares3.5K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP COM

-1.22%

Shares1.1K

Event2026-03-31

Filed2026-05-12

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-0.42%

Shares6.5K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD TOTAL STOCK MARKET ETF

-9.03%

Shares1.9K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC COM

40.96%

Shares702

Event2026-03-31

Filed2026-05-12

LOW

LOWES COS INC COM

-5.10%

Shares2.6K

Event2026-03-31

Filed2026-05-12

KMI

KINDER MORGAN INC DEL COM

-3.46%

Shares18.0K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP COM

-2.21%

Shares6.7K

Event2026-03-31

Filed2026-05-12

GBIL

ACCESS TREASURY 0-1 YEAR ETF

-36.86%

Shares5.9K

Event2026-03-31

Filed2026-05-12

ALERIAN MLP ETF

-3.54%

Shares11.1K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP COM

5.53%

Shares1.9K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE COM NEW

-4.31%

Shares2.0K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ COM

-5.95%

Shares1.8K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV N Y REGISTRY SHS

-6.18%

Shares425

Event2026-03-31

Filed2026-05-12

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-3.31%

Shares1.3K

Event2026-03-31

Filed2026-05-12

VXF

VANGUARD EXTENDED MARKET ETF

1.85%

Shares2.6K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC CL A

13.47%

Shares1.3K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES SELECT DIVIDEND ETF

-4.14%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-32.75%

Shares6.2K

Event2026-03-31

Filed2026-05-12

SYY

SYSCO CORP COM

-1.48%

Shares7.2K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L P COM

-0.75%

Shares13.4K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-17.84%

Shares5.0K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC COM

26.77%

Shares1.5K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES MSCI EAFE VALUE ETF

-5.11%

Shares6.4K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB U.S. BROAD MARKET ETF

-1.29%

Shares18.6K

Event2026-03-31

Filed2026-05-12

LECO

LINCOLN ELEC HLDGS INC COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

-7.71%

Shares5.3K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD REAL ESTATE ETF

22.48%

Shares5.0K

Event2026-03-31

Filed2026-05-12

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-34.70%

Shares1.1K

Event2026-03-31

Filed2026-05-12

RSPD

INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF

-36.58%

Shares8.3K

Event2026-03-31

Filed2026-05-12

TGT

TARGET CORP COM

-12.76%

Shares3.6K

Event2026-03-31

Filed2026-05-12

AEP

AMERICAN ELEC PWR CO INC COM

3.40%

Shares3.3K

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO COM

0.07%

Shares1.4K

Event2026-03-31

Filed2026-05-12

TPG

TPG INC COM CL A

3.41%

Shares10.6K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD TOTAL BOND MARKET ETF

61.41%

Shares5.8K

Event2026-03-31

Filed2026-05-12

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

-1.64%

Shares13.8K

Event2026-03-31

Filed2026-05-12

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

0.78%

Shares6.8K

Event2026-03-31

Filed2026-05-12

BEP

BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT

-1.23%

Shares12.7K

Event2026-03-31

Filed2026-05-12

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

15.89%

Shares671

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

-2.70%

Shares13.5K

Event2026-03-31

Filed2026-05-12

DBND

DOUBLELINE OPPORTUNISTIC CORE BOND ETF

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-12

AIT

APPLIED INDL TECHNOLOGIES INC COM

-96.87%

Shares1.5K

Event2026-03-31

Filed2026-05-12

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

0.87%

Shares8.7K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC COM

0.04%

Shares2.5K

Event2026-03-31

Filed2026-05-12

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TRUST

12.16%

Shares5.7K

Event2026-03-31

Filed2026-05-12

OAKTREE SPECIALTY LENDING COM

-0.87%

Shares34.0K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-26.05%

Shares4.8K

Event2026-03-31

Filed2026-05-12

FANG

DIAMONDBACK ENERGY INC COM

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO COM

0.13%

Shares3.8K

Event2026-03-31

Filed2026-05-12

PRMB

PRIMO BRANDS CORPORATION CLASS A COM SHS

-82.61%

Shares19.4K

Event2026-03-31

Filed2026-05-12

TRV

TRAVELERS COMPANIES INC COM

-0.40%

Shares1.3K

Event2026-03-31

Filed2026-05-12

DOLLAR GEN CORP COM

-12.28%

Shares3.0K

Event2026-03-31

Filed2026-05-12

STERIS PLC SHS USD

-6.59%

Shares1.6K

Event2026-03-31

Filed2026-05-12

NEU

NEWMARKET CORP COM

0.00%

Shares561

Event2026-03-31

Filed2026-05-12

IBP

INSTALLED BLDG PRODS INC COM

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

COIN

COINBASE GLOBAL INC COM CL A

8.67%

Shares2.0K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC COM

-13.55%

Shares1.3K

Event2026-03-31

Filed2026-05-12

GBTC

GRAYSCALE BITCOIN TRUST ETF

-14.35%

Shares6.7K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP COM

-3.90%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD TAX-EXEMPT BOND ETF

0.57%

Shares7.0K

Event2026-03-31

Filed2026-05-12

AT&T INC COM

-6.75%

Shares12.0K

Event2026-03-31

Filed2026-05-12

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-12

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

-5.53%

Shares6.8K

Event2026-03-31

Filed2026-05-12

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-4.00%

Shares4.8K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

53.65%

Shares5.2K

Event2026-03-31

Filed2026-05-12

BIP

BROOKFIELD INFRASTRUCTURE PART LP INT UNIT

-1.40%

Shares9.2K

Event2026-03-31

Filed2026-05-12

AKRE FOCUS ETF

-7.98%

Shares6.3K

Event2026-03-31

Filed2026-05-12

BOEING CO COM

-0.30%

Shares1.6K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT COM

-31.96%

Shares758

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO COM

-6.53%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

-29.25%

Shares6.8K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-3.15%

Shares5.9K

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC COM

-69.09%

Shares3.0K

Event2026-03-31

Filed2026-05-12

WELL

WELLTOWER INC COM

-0.45%

Shares1.6K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES NATIONAL MUNI BOND ETF

-8.45%

Shares2.9K

Event2026-03-31

Filed2026-05-12

BMY

BRISTOL-MYERS SQUIBB CO COM

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-12

AVUS

AVANTIS U.S. EQUITY ETF

-18.34%

Shares2.7K

Event2026-03-31

Filed2026-05-12

GPC

GENUINE PARTS CO COM

-2.51%

Shares2.8K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB U.S. LARGE-CAP ETF

-1.80%

Shares11.4K

Event2026-03-31

Filed2026-05-12

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-12

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

-4.28%

Shares3.1K

Event2026-03-31

Filed2026-05-12

THE CIGNA GROUP COM

7.72%

Shares1.1K

Event2026-03-31

Filed2026-05-12

COCA COLA CO COM

-3.09%

Shares3.7K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES U.S. TECHNOLOGY ETF

-1.69%

Shares1.5K

Event2026-03-31

Filed2026-05-12

FOF

COHEN & STEERS CLOSED-END COM

0.00%

Shares21.1K

Event2026-03-31

Filed2026-05-12

MPLX

MPLX LP COM UNIT REP LTD

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD SMALL-CAP GROWTH ETF

-10.54%

Shares883

Event2026-03-31

Filed2026-05-12

BLD

TOPBUILD COR COM

0.00%

Shares756

Event2026-03-31

Filed2026-05-12

EDWARDS LIFESCIENCES CORP COM

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

7.63%

Shares3.3K

Event2026-03-31

Filed2026-05-12

VANGUARD SMALL-CAP ETF

60.88%

Shares991

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD SHORT-TERM BOND ETF

6.68%

Shares3.3K

Event2026-03-31

Filed2026-05-12

VANGUARD MID-CAP ETF

3.95%

Shares894

Event2026-03-31

Filed2026-05-12

MDLZ

MONDELEZ INTL INC CL A

-4.26%

Shares4.5K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-5.85%

Shares1.3K

Event2026-03-31

Filed2026-05-12

CVS

CVS HEALTH CORP COM

-2.64%

Shares3.5K

Event2026-03-31

Filed2026-05-12

PFFV

GLOBAL X VARIABLE RATE PREFERRED ETF

-16.59%

Shares11.6K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP COM

-7.21%

Shares734

Event2026-03-31

Filed2026-05-12

EOG

EOG RES INC COM

-17.32%

Shares1.7K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP COM

-0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-12

QSR

RESTAURANT BRANDS INTL INC COM

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-6.16%

Shares4.4K

Event2026-03-31

Filed2026-05-12

LULU

LULULEMON ATHLETICA INC COM

5.21%

Shares1.6K

Event2026-03-31

Filed2026-05-12

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-2.06%

Shares999

Event2026-03-31

Filed2026-05-12

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

44.09%

Shares2.6K

Event2026-03-31

Filed2026-05-12

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.06%

Shares1.5K

Event2026-03-31

Filed2026-05-12

IPAC

ISHARES CORE MSCI PACIFIC ETF

-7.72%

Shares3.1K

Event2026-03-31

Filed2026-05-12

MAGS

ROUNDHILL MAGNIFICENT SEVEN ETF

-21.46%

Shares4.0K

Event2026-03-31

Filed2026-05-12

BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-12

OKE

ONEOK INC NEW COM

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-12

ARMK

ARAMARK COM

-17.30%

Shares5.7K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES RUSSELL 1000 VALUE ETF

23.41%

Shares1.1K

Event2026-03-31

Filed2026-05-12

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-4.37%

Shares4.6K

Event2026-03-31

Filed2026-05-12

ALTRIA GROUP INC COM

0.15%

Shares3.4K

Event2026-03-31

Filed2026-05-12

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

0.41%

Shares4.7K

Event2026-03-31

Filed2026-05-12

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO COM CL A

-4.26%

Shares877

Event2026-03-31

Filed2026-05-12

MMM

3M CO COM

0.60%

Shares1.5K

Event2026-03-31

Filed2026-05-12

MARVELL TECHNOLOGY INC COM

-51.13%

Shares2.2K

Event2026-03-31

Filed2026-05-12

AEM

AGNICO EAGLE MINES LTD COM

4.76%

Shares1.1K

Event2026-03-31

Filed2026-05-12

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

-0.67%

Shares2.5K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD SMALL CAP VALUE ETF

-9.55%

Shares975

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

10.33%

Shares2.7K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP COM

0.33%

Shares300

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

1.68%

Shares2.7K

Event2026-03-31

Filed2026-05-12

CMF

ISHARES CALIFORNIA MUNI BOND ETF

13.96%

Shares3.5K

Event2026-03-31

Filed2026-05-12

HSY

HERSHEY CO COM

-8.80%

Shares953

Event2026-03-31

Filed2026-05-12

MMC

MARSH & MCLENNAN COS INC COM

0.35%

Shares1.1K

Event2026-03-31

Filed2026-05-12

SILA

SILA REALTY TRUST INC COMMON STOCK

-17.75%

Shares8.3K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES S&P 500 VALUE ETF

-13.33%

Shares923

Event2026-03-31

Filed2026-05-12

IVW

ISHARES S&P 500 GROWTH ETF

-20.06%

Shares1.7K

Event2026-03-31

Filed2026-05-12

ODFL

OLD DOMINION FREIGHT LINE INC COM

67.34%

Shares989

Event2026-03-31

Filed2026-05-12

NVS

NOVARTIS AG SPONSORED ADR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

OEF

ISHARES S&P 100 ETF

-4.98%

Shares592

Event2026-03-31

Filed2026-05-12

IEUR

ISHARES CORE MSCI EUROPE ETF

-7.84%

Shares2.7K

Event2026-03-31

Filed2026-05-12

ORI

OLD REP INTL CORP COM

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB U.S. SMALL-CAP ETF

0.03%

Shares6.4K

Event2026-03-31

Filed2026-05-12

JACOBS SOLUTIONS INC COM

-15.73%

Shares1.4K

Event2026-03-31

Filed2026-05-12

DOW

DOW HLDGS INC COM

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC COM

0.63%

Shares2.4K

Event2026-03-31

Filed2026-05-12

ORLY

OREILLY AUTOMOTIVE INC COM

0.48%

Shares1.9K

Event2026-03-31

Filed2026-05-12

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

4.90%

Shares7.1K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC COM

-8.36%

Shares888

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES ESG AWARE MSCI USA ETF

-4.63%

Shares1.2K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC COM

-18.77%

Shares1.3K

Event2026-03-31

Filed2026-05-12

GDXJ

VANECK JUNIOR GOLD MINERS ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

ETHA

ISHARES ETHEREUM TRUST ETF

10.40%

Shares10.4K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC COM

-2.28%

Shares1.2K

Event2026-03-31

Filed2026-05-12

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-0.72%

Shares1.1K

Event2026-03-31

Filed2026-05-12

CMI

CUMMINS INC COM

0.34%

Shares299

Event2026-03-31

Filed2026-05-12

IHI

ISHARES U.S. MEDICAL DEVICES ETF

3.17%

Shares3.0K

Event2026-03-31

Filed2026-05-12

TOLZ

PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF

13.59%

Shares2.6K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP COM

0.56%

Shares179

Event2026-03-31

Filed2026-05-12

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

-1.19%

Shares2.6K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO COM

7.95%

Shares1.9K

Event2026-03-31

Filed2026-05-12

HCA

HCA HEALTHCARE INC COM

-0.31%

Shares320

Event2026-03-31

Filed2026-05-12

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

-3.43%

Shares1.9K

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP COM

-0.20%

Shares2.4K

Event2026-03-31

Filed2026-05-12

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-6.62%

Shares1.4K

Event2026-03-31

Filed2026-05-12

ROP

ROPER TECHNOLOGIES INC COM

-44.87%

Shares392

Event2026-03-31

Filed2026-05-12

JPMORGAN BETABUILDERS CANADA ETF

-5.80%

Shares1.6K

Event2026-03-31

Filed2026-05-12

AMP

AMERIPRISE FINL INC COM

0.00%

Shares332

Event2026-03-31

Filed2026-05-12

BTT

BLACKROCK MUN TARGET TERM TR COM SHS BEN IN

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-12

HYS

PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND

-15.03%

Shares1.6K

Event2026-03-31

Filed2026-05-12

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC SPON ADS

-26.62%

Shares1.6K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP COM

0.00%

Shares698

Event2026-03-31

Filed2026-05-12

NBIS

NEBIUS GROUP N.V. SHS CLASS A

1.24%

Shares1.4K

Event2026-03-31

Filed2026-05-12

EWW

ISHARES MSCI MEXICO ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

-0.81%

Shares1.8K

Event2026-03-31

Filed2026-05-12

DUPONT DE NEMOURS INC COM

-6.85%

Shares3.1K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL COM

0.14%

Shares731

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC COM

87.83%

Shares432

Event2026-03-31

Filed2026-05-12

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

0.08%

Shares3.9K

Event2026-03-31

Filed2026-05-12

BUG

GLOBAL X CYBERSECURITY ETF

-98.04%

Shares5.4K

Event2026-03-31

Filed2026-05-12

ELV

ELEVANCE HEALTH INC FORMERLY A COM

-35.04%

Shares458

Event2026-03-31

Filed2026-05-12

MLM

MARTIN MARIETTA MATLS INC COM

0.88%

Shares228

Event2026-03-31

Filed2026-05-12

SLB

SLB LIMITED COM STK

53.27%

Shares2.6K

Event2026-03-31

Filed2026-05-12

PARKER-HANNIFIN CORP COM

-6.41%

Shares146

Event2026-03-31

Filed2026-05-12

VFF

VILLAGE FARMS INTL INC COM

0.00%

Shares46.0K

Event2026-03-31

Filed2026-05-12

LAZARD INC COM

-39.77%

Shares2.8K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC COM

33.21%

Shares369

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC COM NEW

-2.83%

Shares275

Event2026-03-31

Filed2026-05-12

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF

-38.16%

Shares4.2K

Event2026-03-31

Filed2026-05-12

RPM

RPM INTL INC COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

HWM

HOWMET AEROSPACE INC COM

650.00%

Shares525

Event2026-03-31

Filed2026-05-12

BXMT

BLACKSTONE MORTGAGE TRUST INC COM CL A

-76.41%

Shares6.3K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

CEG

CONSTELLATION ENERGY CORP COM

2.39%

Shares428

Event2026-03-31

Filed2026-05-12

BROOKFIELD RENEWABLE CORP CL A EX SUB VTG

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC COM

-0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-12

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-16.59%

Shares1.3K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

CTAS

CINTAS CORP COM

0.73%

Shares686

Event2026-03-31

Filed2026-05-12

KNSL

KINSALE CAP GROUP INC COM

0.00%

Shares339

Event2026-03-31

Filed2026-05-12

QNITY ELECTRONICS INC COMMON STOCK

-15.01%

Shares991

Event2026-03-31

Filed2026-05-12

IJH

ISHARES CORE S&P MID-CAP ETF

-12.14%

Shares1.7K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

-15.97%

Shares2.4K

Event2026-03-31

Filed2026-05-12

URA

GLOBAL X URANIUM ETF

-98.53%

Shares2.3K

Event2026-03-31

Filed2026-05-12

ENERGY TRANSFER L P COM UT LTD PTN

-1.72%

Shares5.7K

Event2026-03-31

Filed2026-05-12

ESGV

VANGUARD ESG U.S. STOCK ETF

-43.08%

Shares970

Event2026-03-31

Filed2026-05-12

SYF

SYNCHRONY FINANCIAL COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

KMB

KIMBERLY-CLARK CORP COM

9.89%

Shares1.1K

Event2026-03-31

Filed2026-05-12

APOLLO GLOBAL MGMT INC COM

-80.64%

Shares960

Event2026-03-31

Filed2026-05-12

BWXT

BWX TECHNOLOGIES INC COM

-9.28%

Shares518

Event2026-03-31

Filed2026-05-12

EFG

ISHARES MSCI EAFE GROWTH ETF

-2.37%

Shares947

Event2026-03-31

Filed2026-05-12

PSEC

PROSPECT CAP CORP COM

303.08%

Shares40.3K

Event2026-03-31

Filed2026-05-12

FIRSTENERGY CORP COM

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

CTVA

CORTEVA INC COM

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

NTAP

NETAPP INC COM

-0.39%

Shares1.0K

Event2026-03-31

Filed2026-05-12

IBB

ISHARES BIOTECHNOLOGY ETF

0.00%

Shares613

Event2026-03-31

Filed2026-05-12

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

-5.86%

Shares707

Event2026-03-31

Filed2026-05-12

UNILEVER PLC SPON ADR NEW

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

PROSHARES ULTRAPRO SHORT S&P500

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares273

Event2026-03-31

Filed2026-05-12

EWL

ISHARES MSCI SWITZERLAND ETF

-9.44%

Shares1.7K

Event2026-03-31

Filed2026-05-12

MSI

MOTOROLA SOLUTIONS INC COM NEW

1.32%

Shares231

Event2026-03-31

Filed2026-05-12

SNDK

SANDISK CORP COM

7750.00%

Shares157

Event2026-03-31

Filed2026-05-12

HAS

HASBRO INC COM

-15.91%

Shares1.1K

Event2026-03-31

Filed2026-05-12

BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

-5.05%

Shares2.1K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS COM

4.32%

Shares748

Event2026-03-31

Filed2026-05-12

RSG

REPUBLIC SVCS INC COM

0.45%

Shares447

Event2026-03-31

Filed2026-05-12

IBKR

INTERACTIVE BROKERS GROUP INC COM CL A

19.64%

Shares1.4K

Event2026-03-31

Filed2026-05-12

NKE

NIKE INC CL B

-98.27%

Shares1.8K

Event2026-03-31

Filed2026-05-12

LINDE PLC SHS

1.04%

Shares194

Event2026-03-31

Filed2026-05-12

USHY

ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF

-15.07%

Shares2.6K

Event2026-03-31

Filed2026-05-12

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

36.92%

Shares1.0K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-8.84%

Shares134

Event2026-03-31

Filed2026-05-12

KTB

KONTOOR BRANDS INC COM

-98.56%

Shares1.3K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB U.S. MID-CAP ETF

-4.44%

Shares2.9K

Event2026-03-31

Filed2026-05-12

CMPX

COMPASS THERAPEUTICS INC COM

39.05%

Shares16.8K

Event2026-03-31

Filed2026-05-12

TIP

ISHARES TIPS BOND ETF

0.00%

Shares803

Event2026-03-31

Filed2026-05-12

VFH

VANGUARD FINANCIALS ETF

-79.19%

Shares726

Event2026-03-31

Filed2026-05-12

VGK

VANGUARD FTSE EUROPE ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

PTF

INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF

0.00%

Shares992

Event2026-03-31

Filed2026-05-12

NUE

NUCOR CORP COM

0.00%

Shares505

Event2026-03-31

Filed2026-05-12

FITB

FIFTH THIRD BANCORP COM

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

IVT

INVENTRUST PPTYS CORP COM NEW

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ROYAL BK CDA COM

0.00%

Shares518

Event2026-03-31

Filed2026-05-12

CELESTICA INC COM

343.28%

Shares297

Event2026-03-31

Filed2026-05-12

NREF

NEXPOINT REAL ESTATE FIN INC COM

518.50%

Shares6.2K

Event2026-03-31

Filed2026-05-12

XLG

INVESCO S&P 500 TOP 50 ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

IWN

ISHARES RUSSELL 2000 VALUE ETF

-0.23%

Shares426

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD UTILITIES ETF

-23.54%

Shares406

Event2026-03-31

Filed2026-05-12

ZTS

ZOETIS INC CL A

-48.75%

Shares677

Event2026-03-31

Filed2026-05-12

PSK

STATE STREET SPDR ICE PREFERRED SECURITIES ETF

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-12

XSOE

WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND

-8.54%

Shares2.0K

Event2026-03-31

Filed2026-05-12

BITB

BITWISE BITCOIN ETF TRUST

146.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

FLOT

ISHARES FLOATING RATE BOND ETF

-8.76%

Shares1.6K

Event2026-03-31

Filed2026-05-12

HODL

VANECK BITCOIN ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-12

CIEN

CIENA CORP COM NEW

4975.00%

Shares203

Event2026-03-31

Filed2026-05-12

BP PLC SPONSORED ADR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

EEMS

ISHARES MSCI EMERGING MARKETS SMALL CAP ETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

AHR

AMERICAN HEALTHCARE REIT INC COM SHS

-11.78%

Shares1.6K

Event2026-03-31

Filed2026-05-12

FAST

FASTENAL CO COM

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

TTD

THE TRADE DESK INC COM CL A

-0.44%

Shares3.4K

Event2026-03-31

Filed2026-05-12

AJG

GALLAGHER ARTHUR J & CO COM

0.87%

Shares348

Event2026-03-31

Filed2026-05-12

TDY

TELEDYNE TECHNOLOGIES INC COM

0.83%

Shares122

Event2026-03-31

Filed2026-05-12

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

6.54%

Shares456

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC COM

0.08%

Shares2.6K

Event2026-03-31

Filed2026-05-12

NVO

NOVO-NORDISK A S ADR

0.10%

Shares2.0K

Event2026-03-31

Filed2026-05-12

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

-1.20%

Shares909

Event2026-03-31

Filed2026-05-12

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP COM

1.27%

Shares400

Event2026-03-31

Filed2026-05-12

SPMO

INVESCO S&P 500 MOMENTUM ETF

8.33%

Shares650

Event2026-03-31

Filed2026-05-12

CPER

UNITED STATES COPPER INDEX FUND

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING INC COM

92.39%

Shares354

Event2026-03-31

Filed2026-05-12

EVRG

EVERGY INC COM

0.00%

Shares877

Event2026-03-31

Filed2026-05-12

IYT

ISHARES US TRANSPORTATION ETF

-57.04%

Shares961

Event2026-03-31

Filed2026-05-12

KNG

FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

HUBS

HUBSPOT INC COM

0.69%

Shares292

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB US AGGREGATE BOND ETF

8.86%

Shares3.0K

Event2026-03-31

Filed2026-05-12

MATCH GROUP INC NEW COM

-59.90%

Shares2.3K

Event2026-03-31

Filed2026-05-12

VFMO

VANGUARD U.S. MOMENTUM FACTOR ETF

0.00%

Shares352

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-34.84%

Shares2.8K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODUCTS AND CHEMICALS INC COM

-30.77%

Shares234

Event2026-03-31

Filed2026-05-12

SHOP

SHOPIFY INC CL A SUB VTG SHS

32.94%

Shares569

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-4.63%

Shares1.4K

Event2026-03-31

Filed2026-05-12

IYZ

ISHARES U.S. TELECOMMUNICATIONS ETF

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

GMF

STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF

0.00%

Shares489

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-22.59%

Shares466

Event2026-03-31

Filed2026-05-12

EIX

EDISON INTL COM

0.44%

Shares904

Event2026-03-31

Filed2026-05-12

SLI

STANDARD LITHIUM CORP COM

0.00%

Shares19.1K

Event2026-03-31

Filed2026-05-12

TLT

ISHARES 20 YEAR TREASURY BOND ETF

-11.36%

Shares749

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP CL A

-3.81%

Shares505

Event2026-03-31

Filed2026-05-12

SOLSTICE ADVANCED MATLS INC COM SHS

-12.46%

Shares836

Event2026-03-31

Filed2026-05-12

VPL

VANGUARD FTSE PACIFIC ETF

-4.28%

Shares648

Event2026-03-31

Filed2026-05-12

CAVA

CAVA GROUP INC COM

New

Shares780

Event2026-03-31

Filed2026-05-12

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

0.00%

Shares768

Event2026-03-31

Filed2026-05-12

DFGP

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

0.52%

Shares1.2K

Event2026-03-31

Filed2026-05-12

YUM

YUM BRANDS INC COM

0.00%

Shares402

Event2026-03-31

Filed2026-05-12

IEO

ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF

0.00%

Shares500

Event2026-03-31

Filed2026-05-12

TMUS

T-MOBILE US INC COM

-2.63%

Shares296

Event2026-03-31

Filed2026-05-12

GBDC

GOLUB CAP BDC INC COM

-30.16%

Shares4.9K

Event2026-03-31

Filed2026-05-12

SCHO

SCHWAB SHORT-TERM US TREASURY ETF

-41.24%

Shares2.5K

Event2026-03-31

Filed2026-05-12

DGX

QUEST DIAGNOSTICS INC COM

0.00%

Shares308

Event2026-03-31

Filed2026-05-12

DIVO

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

0.15%

Shares1.3K

Event2026-03-31

Filed2026-05-12

ROST

ROSS STORES INC COM

1.47%

Shares276

Event2026-03-31

Filed2026-05-12

STLD

STEEL DYNAMICS INC COM

8175.00%

Shares331

Event2026-03-31

Filed2026-05-12

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-19.65%

Shares1.2K

Event2026-03-31

Filed2026-05-12

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES RUSSELL MIDCAP ETF

8.11%

Shares600

Event2026-03-31

Filed2026-05-12

RQI

COHEN & STEERS QUALITY INCOME COM

-9.89%

Shares4.8K

Event2026-03-31

Filed2026-05-12

CHD

CHURCH & DWIGHT CO INC COM

-0.48%

Shares621

Event2026-03-31

Filed2026-05-12

MDU

MDU RES GROUP INC COM

0.72%

Shares2.8K

Event2026-03-31

Filed2026-05-12

MDYG

STATE STREET SPDR S&P 400 MID CAP GROWTH ETF

-0.50%

Shares600

Event2026-03-31

Filed2026-05-12

DECK

DECKERS OUTDOOR CORP COM

1.96%

Shares573

Event2026-03-31

Filed2026-05-12

DEM

WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD HEALTH CARE ETF

-4.61%

Shares207

Event2026-03-31

Filed2026-05-12

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares426

Event2026-03-31

Filed2026-05-12

LITE

LUMENTUM HLDGS INC COM

New

Shares79

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP COM

-0.23%

Shares885

Event2026-03-31

Filed2026-05-12

STZ

CONSTELLATION BRANDS INC CL A

-38.94%

Shares367

Event2026-03-31

Filed2026-05-12

FS SPECIALTY LENDING FD COM SH BEN INT

-39.92%

Shares4.4K

Event2026-03-31

Filed2026-05-12

ULTA

ULTA BEAUTY INC COM

3.00%

Shares103

Event2026-03-31

Filed2026-05-12

ICLN

ISHARES GLOBAL CLEAN ENERGY ETF

31.43%

Shares2.9K

Event2026-03-31

Filed2026-05-12

SPTI

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

PLTR Call CallPALANTIR TECHNOLOGIES INC CL A2.0K sharesnew addition2026-03-312026-05-12

PLTR Call

PALANTIR TECHNOLOGIES INC CL A

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

Put Option Holdings

No put option holdings data available