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The Analysis of Strive Financial Group ,LLC's Holdings & P&L

Currently, Strive Financial Group ,LLC holds 720 types of securities in its portfolio with a total value $188.1M. In the most recent quarter, they have increased their positions in N/A (+2.7K shares, valued at $1.6M), IEFA (+14.5K shares, valued at $1.3M), GPN (+17.8K shares, valued at $1.2M); decreased their positions in PAYX (-13.7K shares, valued at $1.3M), AMAT (-1.3K shares, valued at $431.0K), XLP (-5.0K shares, valued at $411.3K); initiated new positions in ABBNY (+3.0K shares, valued at $242.0K), AA (+458 shares, valued at $30.0K), N/A (+5.2M shares, valued at $28.0K).

1M P&L

+4.0M+2.39%

3M P&L

-656.2K-0.38%

HY P&L

-32.0M-15.63%

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/A60.9M

38.6%

2Software - Infrastructure8.9M

5.6%

3Semiconductors7.5M

4.7%

Top Industries by Stock Count

1N/A253 stocks

38.4%

2Software - Infrastructure24 stocks

3.6%

3Software - Application22 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF18.0K shares17.36%2026-03-312026-05-15

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C37.3K shares-0.78%2026-03-312026-05-15

IEFA ISHARES CORE MSCI EAFE ETF84.7K shares20.70%2026-03-312026-05-15

VO VANGUARD MID-CAP INDEX FUND ETF SHARES25.7K shares5.46%2026-03-312026-05-15

NVDA NVIDIA CORP33.8K shares-0.24%2026-03-312026-05-15

AAPL APPLE INC21.4K shares-2.81%2026-03-312026-05-15

MSFT MICROSOFT CORP12.6K shares0.18%2026-03-312026-05-15

META META PLATFORMS INC CLASS CLASS A7.8K shares-2.21%2026-03-312026-05-15

Sponsored

AMZN AMAZON.COM INC21.3K shares5.86%2026-03-312026-05-15

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A14.2K shares-3.96%2026-03-312026-05-15

AGG ISHARES CORE U.S. AGGREGATE BOND ETF33.8K shares11.05%2026-03-312026-05-15

IJR ISHARES CORE S&P SMALL-CAP ETF22.6K shares-0.04%2026-03-312026-05-15

ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF81.4K shares0.85%2026-03-312026-05-15

WMT WALMART INC21.2K shares-6.30%2026-03-312026-05-15

CASY CASEYS GEN STORES INC3.4K shares-8.08%2026-03-312026-05-15

CAIE CALAMOS US EQ AUTOCALLABLE INCOME ETF96.0K shares62.28%2026-03-312026-05-15

Sponsored

VTV VANGUARD VALUE INDEX FUND ETF SHARES12.3K shares9.47%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NE32.9K shares-9.04%2026-03-312026-05-15

AMGN AMGEN INC6.4K shares-12.73%2026-03-312026-05-15

CENCORA INC CLASS SERIES A CENCORA INC CLASS SERIES A7.2K shares-7.97%2026-03-312026-05-15

GROZ ZACKS FOCUS GROWTH ETF81.7K shares9.62%2026-03-312026-05-15

AZO AUTOZONE INC664 shares-4.18%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANG13.8K shares-4.42%2026-03-312026-05-15

COST COSTCO WHSL CORP NEW2.0K shares-5.42%2026-03-312026-05-15

Sponsored

RWJ INVESCO S&P SMALLCAP 600REV ETF38.5K shares3.06%2026-03-312026-05-15

PEP PEPSICO INC12.1K shares-7.39%2026-03-312026-05-15

ROL ROLLINS INC34.9K shares-6.37%2026-03-312026-05-15

ORCL ORACLE CORP12.6K shares-12.13%2026-03-312026-05-15

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF26.3K shares9.13%2026-03-312026-05-15

ADBE ADOBE INC7.3K shares0.99%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC3.5K shares-7.08%2026-03-312026-05-15

PG PROCTER & GAMBLE CO12.0K shares-6.91%2026-03-312026-05-15

Sponsored

GL GLOBE LIFE INC12.2K shares-13.23%2026-03-312026-05-15

SMIZ ZACKS SMALL/MID CAP ETF45.3K shares9.55%2026-03-312026-05-15

MTD METTLER-TOLEDO INTL INC1.3K shares-5.97%2026-03-312026-05-15

MSCI MSCI INC3.0K shares-6.19%2026-03-312026-05-15

CHD CHURCH & DWIGHT INC17.5K shares-5.85%2026-03-312026-05-15

TSCO TRACTOR SUPPLY CO35.8K shares-5.62%2026-03-312026-05-15

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF15.9K shares-14.20%2026-03-312026-05-15

LLY ELI LILLY AND CO1.7K shares-5.46%2026-03-312026-05-15

Sponsored

CMCSA COMCAST CORP NEW CLASS A52.9K shares-8.69%2026-03-312026-05-15

JKHY HENRY JACK & ASSOC INC9.6K shares-5.73%2026-03-312026-05-15

IVV ISHARES CORE S&P 500 ETF2.0K shares1.33%2026-03-312026-05-15

INTU INTUIT3.1K shares-6.23%2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE T F9.1K shares-6.19%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSIN6.3K shares-6.28%2026-03-312026-05-15

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF23.5K shares-0.34%2026-03-312026-05-15

CPRT COPART INC37.1K shares-5.07%2026-03-312026-05-15

Sponsored

MKC MCCORMICK & CO INC CLASS CLASS N24.3K shares-5.01%2026-03-312026-05-15

GPN GLOBAL PMTS INC18.1K shares5445.71%2026-03-312026-05-15

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF68.7K shares6.47%2026-03-312026-05-15

VGSH VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES19.5K shares12.66%2026-03-312026-05-15

MBB ISHARES MBS ETF11.8K shares8.30%2026-03-312026-05-15

VUG VANGUARD GROWTH INDEX FUND ETF SHARES2.4K shares7.61%2026-03-312026-05-15

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS28.4K shares-2.86%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP15.2K shares-3.19%2026-03-312026-05-15

Sponsored

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN11.5K shares2.99%2026-03-312026-05-15

IWF ISHARES RUSSELL 1000 GROWTH ETF2.2K shares28.74%2026-03-312026-05-15

ABT ABBOTT LABS8.1K shares87.88%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP2.9K shares0.39%2026-03-312026-05-15

SPY STATE STREET SPDR S&P 500 ETF TRUST1.2K shares-1.22%2026-03-312026-05-15

AMD ADVANCED MICRO DEVIC3.4K shares36.36%2026-03-312026-05-15

HD HOME DEPOT INC2.0K shares18.72%2026-03-312026-05-15

NEE NEXTERA ENERGY INC7.1K shares13.77%2026-03-312026-05-15

Sponsored

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E7.8K shares-4.66%2026-03-312026-05-15

HSY HERSHEY CO3.0K shares45.75%2026-03-312026-05-15

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF19.6K shares11.17%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS1.7K shares-8.19%2026-03-312026-05-15

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES2.5K shares-6.05%2026-03-312026-05-15

DIS DISNEY WALT CO5.3K shares-0.04%2026-03-312026-05-15

SCHE SCHWAB EMERGING MARKETS EQUITY ETF14.9K shares23.85%2026-03-312026-05-15

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES1.5K shares13.48%2026-03-312026-05-15

Sponsored

KO THE COCA-COLA CO5.8K shares-3.46%2026-03-312026-05-15

DCI DONALDSON INC5.2K shares705.43%2026-03-312026-05-15

TSLA TESLA INC1.2K shares0.43%2026-03-312026-05-15

IWY ISHARES RUSSELL TOP 200 GROWTH ETF1.7K shares1.17%2026-03-312026-05-15

MO ALTRIA GROUP INC6.3K shares-12.87%2026-03-312026-05-15

SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF18.1K shares-1.37%2026-03-312026-05-15

CSCO CISCO SYS INC5.1K shares592.19%2026-03-312026-05-15

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF8.5K shares170.22%2026-03-312026-05-15

Sponsored

DBEF XTRACKERS MSCI EAFE HEDGED EQUITY ETF7.8K shares12.90%2026-03-312026-05-15

SMH VANECK SEMICONDUCTOR ETF985 shares-0.20%2026-03-312026-05-15

BROADCOM INC BROADCOM INC1.2K shares7.69%2026-03-312026-05-15

V VISA INC CLASS CLASS A1.2K shares8.35%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS I7.3K shares-0.05%2026-03-312026-05-15

CTA SIMPLIFY MANAGED FUTURESSTRATEGY ETF12.2K shares65.05%2026-03-312026-05-15

ZTS ZOETIS INC CLASS CLASS A3.1K shares0.00%2026-03-312026-05-15

DBMF IMGP DBI MANAGED FUTURESSTRATEGY ETF11.9K shares16.75%2026-03-312026-05-15

Sponsored

BAH BOOZ ALLEN HAMILTON HLDGCLASS CLASS A4.3K shares0.00%2026-03-312026-05-15

CME CME GROUP INC CLASS CLASS A1.1K shares8.56%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR563 shares72.70%2026-03-312026-05-15

LAM RESH CORP LAM RESH CORP1.5K shares1.09%2026-03-312026-05-15

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF5.1K shares-2.67%2026-03-312026-05-15

OKE ONEOK INC NEW3.3K shares21.89%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.0K shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A2.0K shares9.36%2026-03-312026-05-15

Sponsored

ROBO ROBO GLOBAL ROBOTICS ANDAUTOMATION INDEX ETF4.2K shares10.09%2026-03-312026-05-15

MEDTRONIC PLC F MEDTRONIC PLC F3.3K shares120.97%2026-03-312026-05-15

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES875 shares22.21%2026-03-312026-05-15

RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF9.4K shares42.00%2026-03-312026-05-15

WRB BERKLEY W R CORP4.2K shares11.32%2026-03-312026-05-15

SBUX STARBUCKS CORP3.0K shares-47.45%2026-03-312026-05-15

EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF6.3K shares11.22%2026-03-312026-05-15

CVX CHEVRON CORP NEW1.2K shares-57.55%2026-03-312026-05-15

Sponsored

AWK AMERICAN WTR WKS CO INC1.8K shares14.11%2026-03-312026-05-15

ABBNY ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS3.0K sharesnew addition2026-03-312026-05-15

VRSN VERISIGN INC967 shares13.76%2026-03-312026-05-15

MKL MARKEL GROUP INC123 shares12.84%2026-03-312026-05-15

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF5.1K shares-4.34%2026-03-312026-05-15

DHR DANAHER CORP1.2K shares10.16%2026-03-312026-05-15

CSX CSX CORP5.3K shares0.30%2026-03-312026-05-15

SCHB SCHWAB U.S. BROAD MARKETETF8.4K shares0.11%2026-03-312026-05-15

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES3.3K shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON845 shares-11.98%2026-03-312026-05-15

FCFS FIRSTCASH HLDGS INC1.1K shares12.47%2026-03-312026-05-15

PFE PFIZER INC7.3K shares-7.84%2026-03-312026-05-15

KVUE KENVUE INC11.7K shares58.43%2026-03-312026-05-15

CHRW C H ROBINSON WORLDWIDE I1.2K shares0.00%2026-03-312026-05-15

BAC BANK OF AMERICA CORP4.0K shares10.36%2026-03-312026-05-15

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF6.7K shares0.89%2026-03-312026-05-15

Sponsored

XOM EXXON MOBIL CORP1.1K shares3.54%2026-03-312026-05-15

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES1.3K shares-4.14%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO604 shares-33.19%2026-03-312026-05-15

BMY BRISTOL MYERS SQUIBB CO3.0K shares-0.03%2026-03-312026-05-15

NKE NIKE INC CLASS CLASS B3.4K shares0.00%2026-03-312026-05-15

CLX CLOROX CO1.7K shares0.00%2026-03-312026-05-15

FOUR SHIFT4 PMTS INC CLASS CLASS A4.0K shares6955.36%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC666 shares-6.20%2026-03-312026-05-15

Sponsored

KMB KIMBERLY CLARK CORP1.7K shares-0.53%2026-03-312026-05-15

ABBV ABBVIE INC747 shares-20.95%2026-03-312026-05-15

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF794 shares-1.24%2026-03-312026-05-15

DOW DOW INC3.5K shares-61.96%2026-03-312026-05-15

VRT VERTIV HLDGS CO CLASS CLASS A557 shares3.72%2026-03-312026-05-15

COP CONOCOPHILLIPS1.1K shares6.93%2026-03-312026-05-15

VIPER ENERGY INC NEW CLASS CLASS A VIPER ENERGY INC NEW CLASS CLASS A3.0K shares17.90%2026-03-312026-05-15

NFLX NETFLIX INC1.4K shares-10.37%2026-03-312026-05-15

Sponsored

GRAL GRAIL INC EQUITY CLASS EQUITY2.7K shares0.00%2026-03-312026-05-15

FAST FASTENAL CO2.9K shares7.51%2026-03-312026-05-15

CTAS CINTAS CORP775 shares0.00%2026-03-312026-05-15

BXSL BLACKSTONE SECD LENDING5.5K shares-61.66%2026-03-312026-05-15

VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES1.7K shares18.25%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC8.0K shares-8.93%2026-03-312026-05-15

MTBA SIMPLIFY MBS ETF2.6K shares-7.62%2026-03-312026-05-15

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF2.2K shares0.09%2026-03-312026-05-15

Sponsored

XDTE ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF3.3K shares-9.39%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC987 shares9.06%2026-03-312026-05-15

ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS91 shares0.00%2026-03-312026-05-15

F FORD MTR CO DEL10.2K shares-0.18%2026-03-312026-05-15

MCD MCDONALDS CORP376 shares-12.15%2026-03-312026-05-15

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF2.1K shares0.00%2026-03-312026-05-15

QCOM QUALCOMM INC877 shares0.00%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO1.3K shares-0.39%2026-03-312026-05-15

Sponsored

TRV TRAVELERS COS INC369 shares0.00%2026-03-312026-05-15

SJM SMUCKER J M CO1.1K shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC317 shares-79.96%2026-03-312026-05-15

IBB ISHARES BIOTECHNOLOGY ETF634 shares-6.63%2026-03-312026-05-15

GIS GENERAL MILLS INC2.9K shares0.00%2026-03-312026-05-15

PECO PHILLIPS EDISON & CO INC2.8K shares0.00%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC650 shares16.28%2026-03-312026-05-15

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF2.1K shares-0.33%2026-03-312026-05-15

Sponsored

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF1.2K shares-80.13%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC443 shares-8.09%2026-03-312026-05-15

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF1.8K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC531 shares-10.76%2026-03-312026-05-15

VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES367 shares0.00%2026-03-312026-05-15

GLD SPDR GOLD SHARES219 shares-1.35%2026-03-312026-05-15

CBRE CBRE GROUP INC CLASS CLASS A685 shares0.00%2026-03-312026-05-15

CEG CONSTELLATION ENERGY COR330 shares-13.16%2026-03-312026-05-15

Sponsored

DRAFTKINGS INC NEW CLASS A DRAFTKINGS INC NEW CLASS A4.2K shares-2.34%2026-03-312026-05-15

VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES1.6K shares4.76%2026-03-312026-05-15

MHK MOHAWK INDS INC900 shares0.00%2026-03-312026-05-15

SYK STRYKER CORP264 shares0.00%2026-03-312026-05-15

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES122 shares-3.17%2026-03-312026-05-15

BKLN INVESCO SENIOR LOAN ETF4.2K shares-2.37%2026-03-312026-05-15

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B178 shares-1.66%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC420 shares-17.00%2026-03-312026-05-15

Sponsored

RTH VANECK RETAIL ETF320 shares0.00%2026-03-312026-05-15

DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF2.6K shares-2.64%2026-03-312026-05-15

IWS ISHARES RUSSELL MID-CAP VALUE ETF535 shares0.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND FCLASS CLASS A ACCENTURE PLC IRELAND FCLASS CLASS A390 shares61.16%2026-03-312026-05-15

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF1.3K shares-1.52%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP127 shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC360 shares16.13%2026-03-312026-05-15

T AT&T INC2.6K shares-0.76%2026-03-312026-05-15

Sponsored

RTX RTX CORP380 shares4.11%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A F147 shares20.49%2026-03-312026-05-15

MLM MARTIN MARIETTA MATLS IN121 shares0.00%2026-03-312026-05-15

IJH ISHARES CORE S&P MID-CAPETF1.1K shares0.00%2026-03-312026-05-15

XMMO INVESCO S & P MIDCAP MOMENTUM ETF475 shares0.00%2026-03-312026-05-15

AVEM AVANTIS EMERGING MARKETSEQUITY ETF860 shares0.00%2026-03-312026-05-15

IOO ISHARES GLOBAL 100 ETF559 shares0.00%2026-03-312026-05-15

SCHK SCHWAB 1000 INDEX ETF2.1K shares0.00%2026-03-312026-05-15

Sponsored

CBOE CBOE GLOBAL MKTS INC238 shares0.00%2026-03-312026-05-15

JCI JOHNSON CONTROLS INT F501 shares0.00%2026-03-312026-05-15

SPGI S&P GLOBAL INC155 shares1.31%2026-03-312026-05-15

IWP ISHARES RUSSELL MID-CAP GROWTH ETF514 shares0.00%2026-03-312026-05-15

GILD GILEAD SCIENCES INC473 shares15.93%2026-03-312026-05-15

FN FABRINET F124 shares14.81%2026-03-312026-05-15

ROKU ROKU INC CLASS A683 shares7.39%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC878 shares33.23%2026-03-312026-05-15

Sponsored

SPYI NEOS S&P 500 HIGH INCOMEETF1.3K shares0.00%2026-03-312026-05-15

BP BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS1.3K shares1676.00%2026-03-312026-05-15

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES834 shares4.51%2026-03-312026-05-15

ISTB ISHARES CORE 1-5 YEAR USD BOND ETF1.2K shares-10.41%2026-03-312026-05-15

TQQQ PROSHARES ULTRAPRO QQQ1.4K shares-83.41%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS I130 shares15.04%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROU F206 shares13.19%2026-03-312026-05-15

VAW VANGUARD MATERIALS INDEXFUND ETF SHARES254 shares0.00%2026-03-312026-05-15

Sponsored

OXY OCCIDENTAL PETE CORP875 shares-79.04%2026-03-312026-05-15

AXSM AXSOME THERAPEUTICS INC.337 shares0.00%2026-03-312026-05-15

SVOL SIMPLIFY VOLATILITY PREMIUM ETF3.6K shares0.00%2026-03-312026-05-15

CTRA COTERRA ENERGY INC1.6K shares0.00%2026-03-312026-05-15

TFLO ISHARES TREASURY FLOATING RATE BOND ETF1.1K shares-0.91%2026-03-312026-05-15

CAT CATERPILLAR INC78 shares0.00%2026-03-312026-05-15

VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES200 shares0.00%2026-03-312026-05-15

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SO SOUTHERN CO551 shares0.55%2026-03-312026-05-15

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EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF70 shares0.00%2026-03-312026-05-15

HPE HEWLETT PACKARD ENTERPRI279 shares0.00%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP21 shares0.00%2026-03-312026-05-15

BUFR FT VEST LADDERED BUFFER ETF203 shares141.67%2026-03-312026-05-15

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF59 shares0.00%2026-03-312026-05-15

SPXL DIREXION DAILY S&P500 BULL 3X SHARES37 shares0.00%2026-03-312026-05-15

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF252 shares0.00%2026-03-312026-05-15

CRWV COREWEAVE INC CLASS A95 shares-26.92%2026-03-312026-05-15

Sponsored

FIX COMFORT SYS USA INC5 shares0.00%2026-03-312026-05-15

AUR AURORA INNOVATION INC CLASS A1.7K shares0.00%2026-03-312026-05-15

ALAB ASTERA LABS INC60 shares0.00%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS52 shares-10.34%2026-03-312026-05-15

SEANERGY MARITIME HOLD F SEANERGY MARITIME HOLD F500 shares0.00%2026-03-312026-05-15

IREN IREN LTD F175 shares0.00%2026-03-312026-05-15

EATON CORP PLC F EATON CORP PLC F18 shares0.00%2026-03-312026-05-15

AON PLC FCLASS CLASS A AON PLC FCLASS CLASS A19 shares0.00%2026-03-312026-05-15

Sponsored

SIEGY SIEMENS A G F53 sharesnew addition2026-03-312026-05-15

SCHP SCHWAB U.S. TIPS ETF220 shares0.00%2026-03-312026-05-15

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF195 shares0.00%2026-03-312026-05-15

RGLD ROYAL GOLD INC24 shares0.00%2026-03-312026-05-15

RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A417 shares0.00%2026-03-312026-05-15

RELX RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS170 shares0.00%2026-03-312026-05-15

PFG PRINCIPAL FINL GROUP INC70 shares0.00%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC38 shares0.00%2026-03-312026-05-15

Sponsored

MDLZ MONDELEZ INTL INC CLASS A97 shares0.00%2026-03-312026-05-15

MATCH GROUP INC NEW MATCH GROUP INC NEW179 shares0.56%2026-03-312026-05-15

SLV ISHARES SILVER TRUST95 shares0.00%2026-03-312026-05-15

USRT ISHARES CORE U.S. REIT ETF93 shares0.00%2026-03-312026-05-15

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF110 shares-88.02%2026-03-312026-05-15

GOCT FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER145 shares0.00%2026-03-312026-05-15

CHDN CHURCHILL DOWNS INC72 shares0.00%2026-03-312026-05-15

LEU CENTRUS ENERGY CORP CLASS A32 shares0.00%2026-03-312026-05-15

Sponsored

BR BROADRIDGE FINL SOLUTION40 shares0.00%2026-03-312026-05-15

ALL ALLSTATE CORP28 shares0.00%2026-03-312026-05-15

AIRO AIRO GROUP HLDGS INC770 shares0.00%2026-03-312026-05-15

CCEP COCA-COLA EUROPACIFIC F51 shares0.00%2026-03-312026-05-15

WM WASTE MGMT INC DEL22 shares0.00%2026-03-312026-05-15

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET91 shares0.00%2026-03-312026-05-15

ESPO VANECK VIDEO GAMING AND ESPORTS ETF50 shares0.00%2026-03-312026-05-15

TFC TRUIST FINL CORP111 shares-6.72%2026-03-312026-05-15

Sponsored

MMM 3M CO31 shares-94.07%2026-03-312026-05-15

SYF SYNCHRONY FINL76 shares0.00%2026-03-312026-05-15

XBI STATE STREET SPDR S&P BIOTECH ETF42 shares0.00%2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC15 shares0.00%2026-03-312026-05-15

ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS107 sharesnew addition2026-03-312026-05-15

PCG PG&E CORP261 shares0.00%2026-03-312026-05-15

SMR NUSCALE PWR CORP CLASS A425 shares0.00%2026-03-312026-05-15

NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS55 sharesnew addition2026-03-312026-05-15

Sponsored

MARA MARA HLDGS INC594 shares-66.70%2026-03-312026-05-15

LOW LOWES COS INC20 shares0.00%2026-03-312026-05-15

LNC LINCOLN NATL CORP IND152 shares0.00%2026-03-312026-05-15

USMV ISHARES MSCI USA MIN VOLFACTOR ETF57 shares0.00%2026-03-312026-05-15

VANGUARD S&P 500 ETF

17.36%

Shares18.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CLASS CLASS C

-0.78%

Shares37.3K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES CORE MSCI EAFE ETF

20.70%

Shares84.7K

Event2026-03-31

Filed2026-05-15

VANGUARD MID-CAP INDEX FUND ETF SHARES

5.46%

Shares25.7K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORP

-0.24%

Shares33.8K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-2.81%

Shares21.4K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.18%

Shares12.6K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC CLASS CLASS A

-2.21%

Shares7.8K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON.COM INC

5.86%

Shares21.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC CLASS CLASS A

-3.96%

Shares14.2K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

11.05%

Shares33.8K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES CORE S&P SMALL-CAP ETF

-0.04%

Shares22.6K

Event2026-03-31

Filed2026-05-15

ZECP

ZACKS EARNINGS CONSISTENT PORTFOLIO ETF

0.85%

Shares81.4K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-6.30%

Shares21.2K

Event2026-03-31

Filed2026-05-15

CASY

CASEYS GEN STORES INC

-8.08%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CAIE

CALAMOS US EQ AUTOCALLABLE INCOME ETF

62.28%

Shares96.0K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

9.47%

Shares12.3K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NE

-9.04%

Shares32.9K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-12.73%

Shares6.4K

Event2026-03-31

Filed2026-05-15

CENCORA INC CLASS SERIES A

-7.97%

Shares7.2K

Event2026-03-31

Filed2026-05-15

GROZ

ZACKS FOCUS GROWTH ETF

9.62%

Shares81.7K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

-4.18%

Shares664

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANG

-4.42%

Shares13.8K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHSL CORP NEW

-5.42%

Shares2.0K

Event2026-03-31

Filed2026-05-15

RWJ

INVESCO S&P SMALLCAP 600REV ETF

3.06%

Shares38.5K

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-7.39%

Shares12.1K

Event2026-03-31

Filed2026-05-15

ROL

ROLLINS INC

-6.37%

Shares34.9K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-12.13%

Shares12.6K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

9.13%

Shares26.3K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

0.99%

Shares7.3K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC

-7.08%

Shares3.5K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-6.91%

Shares12.0K

Event2026-03-31

Filed2026-05-15

GLOBE LIFE INC

-13.23%

Shares12.2K

Event2026-03-31

Filed2026-05-15

SMIZ

ZACKS SMALL/MID CAP ETF

9.55%

Shares45.3K

Event2026-03-31

Filed2026-05-15

MTD

METTLER-TOLEDO INTL INC

-5.97%

Shares1.3K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

-6.19%

Shares3.0K

Event2026-03-31

Filed2026-05-15

CHD

CHURCH & DWIGHT INC

-5.85%

Shares17.5K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

-5.62%

Shares35.8K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-14.20%

Shares15.9K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY AND CO

-5.46%

Shares1.7K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW CLASS A

-8.69%

Shares52.9K

Event2026-03-31

Filed2026-05-15

JKHY

HENRY JACK & ASSOC INC

-5.73%

Shares9.6K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES CORE S&P 500 ETF

1.33%

Shares2.0K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-6.23%

Shares3.1K

Event2026-03-31

Filed2026-05-15

CHKP

CHECK POINT SOFTWARE T F

-6.19%

Shares9.1K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSIN

-6.28%

Shares6.3K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-0.34%

Shares23.5K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

-5.07%

Shares37.1K

Event2026-03-31

Filed2026-05-15

MKC

MCCORMICK & CO INC CLASS CLASS N

-5.01%

Shares24.3K

Event2026-03-31

Filed2026-05-15

GPN

GLOBAL PMTS INC

5445.71%

Shares18.1K

Event2026-03-31

Filed2026-05-15

PDBC

INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF

6.47%

Shares68.7K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SHORT-TERM TREASURY INDEX FUND ETF SHARES

12.66%

Shares19.5K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES MBS ETF

8.30%

Shares11.8K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

7.61%

Shares2.4K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS

-2.86%

Shares28.4K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

-3.19%

Shares15.2K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN

2.99%

Shares11.5K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES RUSSELL 1000 GROWTH ETF

28.74%

Shares2.2K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABS

87.88%

Shares8.1K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

0.39%

Shares2.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STREET SPDR S&P 500 ETF TRUST

-1.22%

Shares1.2K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVIC

36.36%

Shares3.4K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

18.72%

Shares2.0K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

13.77%

Shares7.1K

Event2026-03-31

Filed2026-05-15

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E

-4.66%

Shares7.8K

Event2026-03-31

Filed2026-05-15

HSY

HERSHEY CO

45.75%

Shares3.0K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

11.17%

Shares19.6K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS

-8.19%

Shares1.7K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

-6.05%

Shares2.5K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

-0.04%

Shares5.3K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

23.85%

Shares14.9K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES

13.48%

Shares1.5K

Event2026-03-31

Filed2026-05-15

THE COCA-COLA CO

-3.46%

Shares5.8K

Event2026-03-31

Filed2026-05-15

DCI

DONALDSON INC

705.43%

Shares5.2K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

0.43%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

1.17%

Shares1.7K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

-12.87%

Shares6.3K

Event2026-03-31

Filed2026-05-15

SPLB

STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF

-1.37%

Shares18.1K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

592.19%

Shares5.1K

Event2026-03-31

Filed2026-05-15

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

170.22%

Shares8.5K

Event2026-03-31

Filed2026-05-15

DBEF

XTRACKERS MSCI EAFE HEDGED EQUITY ETF

12.90%

Shares7.8K

Event2026-03-31

Filed2026-05-15

SMH

VANECK SEMICONDUCTOR ETF

-0.20%

Shares985

Event2026-03-31

Filed2026-05-15

BROADCOM INC

7.69%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VISA INC CLASS CLASS A

8.35%

Shares1.2K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS I

-0.05%

Shares7.3K

Event2026-03-31

Filed2026-05-15

CTA

SIMPLIFY MANAGED FUTURESSTRATEGY ETF

65.05%

Shares12.2K

Event2026-03-31

Filed2026-05-15

ZTS

ZOETIS INC CLASS CLASS A

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-15

DBMF

IMGP DBI MANAGED FUTURESSTRATEGY ETF

16.75%

Shares11.9K

Event2026-03-31

Filed2026-05-15

BAH

BOOZ ALLEN HAMILTON HLDGCLASS CLASS A

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC CLASS CLASS A

8.56%

Shares1.1K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

72.70%

Shares563

Event2026-03-31

Filed2026-05-15

LAM RESH CORP

1.09%

Shares1.5K

Event2026-03-31

Filed2026-05-15

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-2.67%

Shares5.1K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

21.89%

Shares3.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INCLASS CLASS A

9.36%

Shares2.0K

Event2026-03-31

Filed2026-05-15

ROBO

ROBO GLOBAL ROBOTICS ANDAUTOMATION INDEX ETF

10.09%

Shares4.2K

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC F

120.97%

Shares3.3K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

22.21%

Shares875

Event2026-03-31

Filed2026-05-15

RSPS

INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF

42.00%

Shares9.4K

Event2026-03-31

Filed2026-05-15

WRB

BERKLEY W R CORP

11.32%

Shares4.2K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-47.45%

Shares3.0K

Event2026-03-31

Filed2026-05-15

EYLD

CAMBRIA EMERGING SHAREHOLDER YIELD ETF

11.22%

Shares6.3K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORP NEW

-57.55%

Shares1.2K

Event2026-03-31

Filed2026-05-15

AWK

AMERICAN WTR WKS CO INC

14.11%

Shares1.8K

Event2026-03-31

Filed2026-05-15

ABBNY

ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

VRSN

VERISIGN INC

13.76%

Shares967

Event2026-03-31

Filed2026-05-15

MKL

MARKEL GROUP INC

12.84%

Shares123

Event2026-03-31

Filed2026-05-15

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-4.34%

Shares5.1K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP

10.16%

Shares1.2K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

0.30%

Shares5.3K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB U.S. BROAD MARKETETF

0.11%

Shares8.4K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-11.98%

Shares845

Event2026-03-31

Filed2026-05-15

FCFS

FIRSTCASH HLDGS INC

12.47%

Shares1.1K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

-7.84%

Shares7.3K

Event2026-03-31

Filed2026-05-15

KVUE

KENVUE INC

58.43%

Shares11.7K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE I

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BAC

BANK OF AMERICA CORP

10.36%

Shares4.0K

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

0.89%

Shares6.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

3.54%

Shares1.1K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

-4.14%

Shares1.3K

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-33.19%

Shares604

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL MYERS SQUIBB CO

-0.03%

Shares3.0K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC CLASS CLASS B

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-15

CLX

CLOROX CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

FOUR

SHIFT4 PMTS INC CLASS CLASS A

6955.36%

Shares4.0K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

-6.20%

Shares666

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY CLARK CORP

-0.53%

Shares1.7K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

-20.95%

Shares747

Event2026-03-31

Filed2026-05-15

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.24%

Shares794

Event2026-03-31

Filed2026-05-15

DOW

DOW INC

-61.96%

Shares3.5K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HLDGS CO CLASS CLASS A

3.72%

Shares557

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

6.93%

Shares1.1K

Event2026-03-31

Filed2026-05-15

VIPER ENERGY INC NEW CLASS CLASS A

17.90%

Shares3.0K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC

-10.37%

Shares1.4K

Event2026-03-31

Filed2026-05-15

GRAL

GRAIL INC EQUITY CLASS EQUITY

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

7.51%

Shares2.9K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

0.00%

Shares775

Event2026-03-31

Filed2026-05-15

BXSL

BLACKSTONE SECD LENDING

-61.66%

Shares5.5K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES

18.25%

Shares1.7K

Event2026-03-31

Filed2026-05-15

SOFI

SOFI TECHNOLOGIES INC

-8.93%

Shares8.0K

Event2026-03-31

Filed2026-05-15

MTBA

SIMPLIFY MBS ETF

-7.62%

Shares2.6K

Event2026-03-31

Filed2026-05-15

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

0.09%

Shares2.2K

Event2026-03-31

Filed2026-05-15

XDTE

ROUNDHILL S&P 500 0DTE COVERED CALL STRATEGY ETF

-9.39%

Shares3.3K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

9.06%

Shares987

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares91

Event2026-03-31

Filed2026-05-15

FORD MTR CO DEL

-0.18%

Shares10.2K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-12.15%

Shares376

Event2026-03-31

Filed2026-05-15

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

0.00%

Shares877

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

-0.39%

Shares1.3K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COS INC

0.00%

Shares369

Event2026-03-31

Filed2026-05-15

SJM

SMUCKER J M CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-79.96%

Shares317

Event2026-03-31

Filed2026-05-15

IBB

ISHARES BIOTECHNOLOGY ETF

-6.63%

Shares634

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-15

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

16.28%

Shares650

Event2026-03-31

Filed2026-05-15

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-0.33%

Shares2.1K

Event2026-03-31

Filed2026-05-15

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-80.13%

Shares1.2K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

-8.09%

Shares443

Event2026-03-31

Filed2026-05-15

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-10.76%

Shares531

Event2026-03-31

Filed2026-05-15

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

0.00%

Shares367

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD SHARES

-1.35%

Shares219

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC CLASS CLASS A

0.00%

Shares685

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY COR

-13.16%

Shares330

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC NEW CLASS A

-2.34%

Shares4.2K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES

4.76%

Shares1.6K

Event2026-03-31

Filed2026-05-15

MHK

MOHAWK INDS INC

0.00%

Shares900

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORP

0.00%

Shares264

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

-3.17%

Shares122

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO SENIOR LOAN ETF

-2.37%

Shares4.2K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY CLASS B

-1.66%

Shares178

Event2026-03-31

Filed2026-05-15

DGX

QUEST DIAGNOSTICS INC

-17.00%

Shares420

Event2026-03-31

Filed2026-05-15

RTH

VANECK RETAIL ETF

0.00%

Shares320

Event2026-03-31

Filed2026-05-15

DRIV

GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF

-2.64%

Shares2.6K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares535

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND FCLASS CLASS A

61.16%

Shares390

Event2026-03-31

Filed2026-05-15

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

-1.52%

Shares1.3K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

0.00%

Shares127

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

16.13%

Shares360

Event2026-03-31

Filed2026-05-15

AT&T INC

-0.76%

Shares2.6K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORP

4.11%

Shares380

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A F

20.49%

Shares147

Event2026-03-31

Filed2026-05-15

MLM

MARTIN MARIETTA MATLS IN

0.00%

Shares121

Event2026-03-31

Filed2026-05-15

IJH

ISHARES CORE S&P MID-CAPETF

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

XMMO

INVESCO S & P MIDCAP MOMENTUM ETF

0.00%

Shares475

Event2026-03-31

Filed2026-05-15

AVEM

AVANTIS EMERGING MARKETSEQUITY ETF

0.00%

Shares860

Event2026-03-31

Filed2026-05-15

IOO

ISHARES GLOBAL 100 ETF

0.00%

Shares559

Event2026-03-31

Filed2026-05-15

SCHK

SCHWAB 1000 INDEX ETF

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares238

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INT F

0.00%

Shares501

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

1.31%

Shares155

Event2026-03-31

Filed2026-05-15

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.00%

Shares514

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

15.93%

Shares473

Event2026-03-31

Filed2026-05-15

FABRINET F

14.81%

Shares124

Event2026-03-31

Filed2026-05-15

ROKU

ROKU INC CLASS A

7.39%

Shares683

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

33.23%

Shares878

Event2026-03-31

Filed2026-05-15

SPYI

NEOS S&P 500 HIGH INCOMEETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHS

1676.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

4.51%

Shares834

Event2026-03-31

Filed2026-05-15

ISTB

ISHARES CORE 1-5 YEAR USD BOND ETF

-10.41%

Shares1.2K

Event2026-03-31

Filed2026-05-15

TQQQ

PROSHARES ULTRAPRO QQQ

-83.41%

Shares1.4K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS I

15.04%

Shares130

Event2026-03-31

Filed2026-05-15

RCL

ROYAL CARIBBEAN GROU F

13.19%

Shares206

Event2026-03-31

Filed2026-05-15

VAW

VANGUARD MATERIALS INDEXFUND ETF SHARES

0.00%

Shares254

Event2026-03-31

Filed2026-05-15

OXY

OCCIDENTAL PETE CORP

-79.04%

Shares875

Event2026-03-31

Filed2026-05-15

AXSM

AXSOME THERAPEUTICS INC.

0.00%

Shares337

Event2026-03-31

Filed2026-05-15

SVOL

SIMPLIFY VOLATILITY PREMIUM ETF

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-15

CTRA

COTERRA ENERGY INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

-0.91%

Shares1.1K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.00%

Shares78

Event2026-03-31

Filed2026-05-15

VHT

VANGUARD HEALTH CARE INDEX FUND ETF SHARES

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

1.02%

Shares199

Event2026-03-31

Filed2026-05-15

HOOD

ROBINHOOD MKTS INC CLASS CLASS A

13.39%

Shares779

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

2.80%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

0.55%

Shares551

Event2026-03-31

Filed2026-05-15

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF

0.00%

Shares527

Event2026-03-31

Filed2026-05-15

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

-1.06%

Shares1.0K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

-3.69%

Shares1.0K

Event2026-03-31

Filed2026-05-15

NET

CLOUDFLARE INC CLASS CLASS A

0.00%

Shares253

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES INC CLASS CLASS C

-34.77%

Shares302

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

-27.59%

Shares307

Event2026-03-31

Filed2026-05-15

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

USIG

ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

-5.92%

Shares937

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-88.64%

Shares423

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-73.16%

Shares667

Event2026-03-31

Filed2026-05-15

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

0.00%

Shares484

Event2026-03-31

Filed2026-05-15

PHM

PULTEGROUP INC

11.45%

Shares399

Event2026-03-31

Filed2026-05-15

JOBY

JOBY AVIATION INC FCLASS A

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

0.00%

Shares133

Event2026-03-31

Filed2026-05-15

IYM

ISHARES U.S. BASIC MATERIALS ETF

0.00%

Shares254

Event2026-03-31

Filed2026-05-15

WTFC

WINTRUST FINL CORP

13.98%

Shares318

Event2026-03-31

Filed2026-05-15

URI

UNITED RENTALS INC

-10.45%

Shares60

Event2026-03-31

Filed2026-05-15

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

294.89%

Shares1.3K

Event2026-03-31

Filed2026-05-15

ARTY

ISHARES FUTURE AI & TECHETF

0.00%

Shares953

Event2026-03-31

Filed2026-05-15

ADPT

ADAPTIVE BIOTECHNOLOGIES

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD ENERGY INDEX FUND ETF SHARES

0.00%

Shares250

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD MEGA CAP VALUE INDEX FUND ETF SHARES

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

EFA

ISHARES MSCI EAFE ETF

-3.69%

Shares444

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

4966.67%

Shares152

Event2026-03-31

Filed2026-05-15

XME

STATE STREET SPDR S&P METALS & MINING ETF

0.00%

Shares378

Event2026-03-31

Filed2026-05-15

USVM

VICTORYSHARES US SMALL MID CAP VALUE MOMENTUM ETF

0.00%

Shares424

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES

259.83%

Shares860

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

22.86%

Shares86

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES

0.00%

Shares180

Event2026-03-31

Filed2026-05-15

BIL

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

240.98%

Shares416

Event2026-03-31

Filed2026-05-15

DVY

ISHARES SELECT DIVIDEND ETF

-14.33%

Shares251

Event2026-03-31

Filed2026-05-15

PYPL

PAYPAL HLDGS INC

8.30%

Shares809

Event2026-03-31

Filed2026-05-15

JHMM

JOHN HANCOCK MULTIFACTORMID CAP ETF

0.00%

Shares550

Event2026-03-31

Filed2026-05-15

CALX

CALIX INC

0.00%

Shares757

Event2026-03-31

Filed2026-05-15

BIIB

BIOGEN INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

STLD

STEEL DYNAMICS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

-9.04%

Shares845

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-2.11%

Shares232

Event2026-03-31

Filed2026-05-15

BLACKSKY TECHNOLOGY INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

DEERE & CO

-19.23%

Shares63

Event2026-03-31

Filed2026-05-15

SPSB

STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF

-2.32%

Shares1.1K

Event2026-03-31

Filed2026-05-15

PSTG

EVERPURE INC CLASS A

7.30%

Shares573

Event2026-03-31

Filed2026-05-15

MWA

MUELLER WATER PRODUC CLASS SERIES A

11.71%

Shares1.2K

Event2026-03-31

Filed2026-05-15

IYC

ISHARES US CONSUMER DISCRETIONARY ETF

0.00%

Shares350

Event2026-03-31

Filed2026-05-15

NISOURCE INC

13.92%

Shares704

Event2026-03-31

Filed2026-05-15

NVR

NVR INC

25.00%

Shares5

Event2026-03-31

Filed2026-05-15

LMND

LEMONADE INC

0.00%

Shares532

Event2026-03-31

Filed2026-05-15

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares173

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD S&P 500 GROWTH INDEX FUND ETF SHARES

0.00%

Shares78

Event2026-03-31

Filed2026-05-15

XAR

STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

0.00%

Shares125

Event2026-03-31

Filed2026-05-15

IDU

ISHARES U.S. UTILITIES ETF

0.00%

Shares274

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

-67.18%

Shares234

Event2026-03-31

Filed2026-05-15

HACK

AMPLIFY CYBERSECURITY ETF

-46.21%

Shares426

Event2026-03-31

Filed2026-05-15

FRDM

FREEDOM 100 EMERGING MARKETS ETF

4.50%

Shares580

Event2026-03-31

Filed2026-05-15

VST

VISTRA CORP

0.00%

Shares205

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND ETF SHARES

0.00%

Shares216

Event2026-03-31

Filed2026-05-15

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-26.75%

Shares408

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-18.73%

Shares447

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE INC

0.00%

Shares72

Event2026-03-31

Filed2026-05-15

AAOI

APPLIED OPTOELECTRONICS

0.00%

Shares370

Event2026-03-31

Filed2026-05-15

AGGH

SIMPLIFY AGGREGATE BOND ETF

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

XHB

STATE STREET SPDR S&P HOMEBUILDERS ETF

0.00%

Shares300

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

0.00%

Shares121

Event2026-03-31

Filed2026-05-15

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares142

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

21.17%

Shares166

Event2026-03-31

Filed2026-05-15

BJS WHSL CLUB HLDGS INC

12.77%

Shares309

Event2026-03-31

Filed2026-05-15

ALCOA CORP

New

Shares458

Event2026-03-31

Filed2026-05-15

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND ETF SHARES

0.00%

Shares325

Event2026-03-31

Filed2026-05-15

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.00%

Shares600

Event2026-03-31

Filed2026-05-15

ZOOM COMMUNICATIONS INC CLASS A

12.50%

Shares351

Event2026-03-31

Filed2026-05-15

SIMULATED ENVIROMENT CON

New

Shares5.2M

Event2026-03-31

Filed2026-05-15

IHF

ISHARES U.S. HEALTHCARE PROVIDERS ETF

0.00%

Shares670

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD CONSUMER DISCRETIONARY INDEX FUNDETF SHARES

0.00%

Shares75

Event2026-03-31

Filed2026-05-15

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

0.00%

Shares281

Event2026-03-31

Filed2026-05-15

FSK

FS KKR CAPITAL CORP

-22.77%

Shares2.6K

Event2026-03-31

Filed2026-05-15

TOST

TOAST INC CLASS CLASS A

19.04%

Shares988

Event2026-03-31

Filed2026-05-15

TXT

TEXTRON INC

-16.39%

Shares301

Event2026-03-31

Filed2026-05-15

MP MATLS CORP CLASS CLASS A

81.94%

Shares544

Event2026-03-31

Filed2026-05-15

HRL

HORMEL FOODS CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

0.00%

Shares316

Event2026-03-31

Filed2026-05-15

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

0.00%

Shares317

Event2026-03-31

Filed2026-05-15

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares79

Event2026-03-31

Filed2026-05-15

GEHC

GE HEALTHCARE TECHNOLOGI

New

Shares353

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT-MCMORAN INC

0.00%

Shares419

Event2026-03-31

Filed2026-05-15

AIZ

ASSURANT INC

14.85%

Shares116

Event2026-03-31

Filed2026-05-15

NBIS

NEBIUS GROUP N V A FCLASS A

-9.62%

Shares235

Event2026-03-31

Filed2026-05-15

RSI

RUSH STREET INTERACT A CLASS A

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

PSIX

POWER SOLUTIONS INTL INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-15

PBF

PBF ENERGY INC CLASS CLASS A

New

Shares500

Event2026-03-31

Filed2026-05-15

ORA

ORMAT TECHNOLOGIES INC

0.00%

Shares217

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

-16.67%

Shares140

Event2026-03-31

Filed2026-05-15

NTRS

NORTHERN TR CORP

0.00%

Shares170

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

0.00%

Shares471

Event2026-03-31

Filed2026-05-15

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares210

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC CLASS A

0.00%

Shares61

Event2026-03-31

Filed2026-05-15

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

0.00%

Shares170

Event2026-03-31

Filed2026-05-15

MASTERCARD INC CLASS CLASS A

0.00%

Shares47

Event2026-03-31

Filed2026-05-15

HII

HUNTINGTON INGALLS INDS

New

Shares61

Event2026-03-31

Filed2026-05-15

BOEING CO

0.00%

Shares116

Event2026-03-31

Filed2026-05-15

SPTL

STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF

0.00%

Shares841

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SHORT TERM COR BD ETF

292.54%

Shares263

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES

0.00%

Shares315

Event2026-03-31

Filed2026-05-15

OKTA

OKTA INC CLASS A

15.38%

Shares270

Event2026-03-31

Filed2026-05-15

MASI

MASIMO CORP

0.00%

Shares120

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

0.00%

Shares87

Event2026-03-31

Filed2026-05-15

GPC

GENUINE PARTS CO

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

STZ

CONSTELLATION BRANDS INCCLASS CLASS A

-28.14%

Shares143

Event2026-03-31

Filed2026-05-15

AFRM

AFFIRM HLDGS INC CLASS A

0.00%

Shares450

Event2026-03-31

Filed2026-05-15

LUV

SOUTHWEST AIRLS CO

-55.45%

Shares539

Event2026-03-31

Filed2026-05-15

BLACKROCK INC NEW

0.00%

Shares21

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY H F

-2.04%

Shares48

Event2026-03-31

Filed2026-05-15

APTIV PLC NEW FTRADES WITH DUE BILLS

0.00%

Shares280

Event2026-03-31

Filed2026-05-15

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

0.00%

Shares172

Event2026-03-31

Filed2026-05-15

PBP

INVESCO S&P 500 BUYWRITEETF

0.00%

Shares848

Event2026-03-31

Filed2026-05-15

DVN

DEVON ENERGY CORP NEW

88.12%

Shares380

Event2026-03-31

Filed2026-05-15

SSSS

SURO CAPITAL CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

RCAT

RED CAT HLDGS INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

RMBS

RAMBUS INC DEL

0.00%

Shares210

Event2026-03-31

Filed2026-05-15

QLYS

QUALYS INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-15

MIR

MIRION TECHNOLOGIES INC CLASS CLASS A

15.38%

Shares983

Event2026-03-31

Filed2026-05-15

JBLU

JETBLUE AWYS CORP EQUITYCLASS EQUITY

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

HSAI

HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares927

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

0.00%

Shares37

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

4.84%

Shares195

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES

0.00%

Shares68

Event2026-03-31

Filed2026-05-15

TWLO

TWILIO INC CLASS CLASS A

New

Shares134

Event2026-03-31

Filed2026-05-15

SOLV

SOLVENTUM CORP

0.00%

Shares259

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

556.00%

Shares164

Event2026-03-31

Filed2026-05-15

SMTC

SEMTECH CORP

0.00%

Shares225

Event2026-03-31

Filed2026-05-15

RIOT

RIOT PLATFORMS INC

-26.32%

Shares1.4K

Event2026-03-31

Filed2026-05-15

LIF

LIFE360 INC EQUITY

0.00%

Shares408

Event2026-03-31

Filed2026-05-15

PEY

INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF

0.00%

Shares800

Event2026-03-31

Filed2026-05-15

DOLLAR GEN CORP NEW

0.00%

Shares146

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

0.00%

Shares221

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

0.00%

Shares84

Event2026-03-31

Filed2026-05-15

OPEN

OPENDOOR TECHNOLOGIES INCLASS CLASS A

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

0.00%

Shares255

Event2026-03-31

Filed2026-05-15

GNL

GLOBAL NET LEASE INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINL GROUP INC

2900.00%

Shares270

Event2026-03-31

Filed2026-05-15

APLD

APPLIED DIGITAL CORP

-46.93%

Shares665

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP NEW CLASS CLASS A

0.00%

Shares124

Event2026-03-31

Filed2026-05-15

VOYG

VOYAGER TECHNOLOGIES INCCLASS A

0.00%

Shares649

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

0.00%

Shares92

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW CLASS CLASS A

0.00%

Shares45

Event2026-03-31

Filed2026-05-15

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares136

Event2026-03-31

Filed2026-05-15

PKW

INVESCO BUYBACK ACHIEVERS ETF

0.00%

Shares112

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS I

0.00%

Shares50

Event2026-03-31

Filed2026-05-15

CGNX

COGNEX CORP

New

Shares312

Event2026-03-31

Filed2026-05-15

ULTA

ULTA BEAUTY INC

50.00%

Shares27

Event2026-03-31

Filed2026-05-15

OUSTER INC CLASS A

New

Shares770

Event2026-03-31

Filed2026-05-15

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

New

Shares135

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TRUST

170.18%

Shares154

Event2026-03-31

Filed2026-05-15

AEVA TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

DEM

WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND

0.38%

Shares261

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INCLASS SERIES A

47.76%

Shares461

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES

0.00%

Shares271

Event2026-03-31

Filed2026-05-15

PKG

PACKAGING CORP AMER

0.00%

Shares61

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares97

Event2026-03-31

Filed2026-05-15

GEVO

GEVO INC

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

GARTNER INC

0.00%

Shares85

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

0.00%

Shares34

Event2026-03-31

Filed2026-05-15

BALL

BALL CORP

-6.61%

Shares212

Event2026-03-31

Filed2026-05-15

AMPX

AMPRIUS TECHNOLOGIES INC

New

Shares775

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares96

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

0.00%

Shares153

Event2026-03-31

Filed2026-05-15

VIRT

VIRTU FINL INC CLASS CLASS A

0.00%

Shares275

Event2026-03-31

Filed2026-05-15

PATH

UIPATH INC CLASS CLASS A

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IOT

SAMSARA INC CLASS A

0.00%

Shares387

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

-99.08%

Shares127

Event2026-03-31

Filed2026-05-15

GNLX

GENELUX CORP

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-15

CRSP

CRISPR THERAPEUTICS AG F

-30.30%

Shares230

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC F

New

Shares58

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES

0.00%

Shares60

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD TAX-EXEMPT BONDINDEX FUND ETF SHARES

0.00%

Shares223

Event2026-03-31

Filed2026-05-15

UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares196

Event2026-03-31

Filed2026-05-15

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

0.00%

Shares234

Event2026-03-31

Filed2026-05-15

UFO

PROCURE SPACE ETF

0.00%

Shares240

Event2026-03-31

Filed2026-05-15

PRIM

PRIMORIS SVCS CORP

New

Shares79

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

0.00%

Shares330

Event2026-03-31

Filed2026-05-15

SNSR

GLOBAL X INTERNET OF THINGS ETF

0.00%

Shares308

Event2026-03-31

Filed2026-05-15

CCL

CARNIVAL CORP F

0.00%

Shares442

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

0.00%

Shares92

Event2026-03-31

Filed2026-05-15

APOLLO GLOBAL MGMT INC NCLASS CLASS A

0.00%

Shares100

Event2026-03-31

Filed2026-05-15

GFS

GLOBALFOUNDRIES INC F

0.00%

Shares233

Event2026-03-31

Filed2026-05-15

AMCOR PLC F

New

Shares255

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD REAL ESTATE INDEX FUND ETF SHARES

64.62%

Shares107

Event2026-03-31

Filed2026-05-15

USAR

USA RARE EARTH INC CLASS CLASS A

0.00%

Shares668

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVC INC CLASS CLASS B

-0.99%

Shares100

Event2026-03-31

Filed2026-05-15

MERCK & CO. INC.

0.00%

Shares81

Event2026-03-31

Filed2026-05-15

MTSI

MACOM TECHNOLOGY SOLUTIO

New

Shares47

Event2026-03-31

Filed2026-05-15

MKSI

MKS INC

New

Shares44

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO NASDAQ 100 ETF

100.00%

Shares40

Event2026-03-31

Filed2026-05-15

IBM

IBM CORP

-94.47%

Shares41

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP INC

New

Shares13

Event2026-03-31

Filed2026-05-15

QBTS

D-WAVE QUANTUM INC

-11.99%

Shares675

Event2026-03-31

Filed2026-05-15

BDX

BECTON DICKINSON & CO

0.00%

Shares65

Event2026-03-31

Filed2026-05-15

OKLO

OKLO INC CLASS A

6400.00%

Shares195

Event2026-03-31

Filed2026-05-15

ASTS

AST SPACEMOBILE INC CLASS A

0.00%

Shares121

Event2026-03-31

Filed2026-05-15

INMD

INMODE LTD F

0.00%

Shares650

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

0.00%

Shares127

Event2026-03-31

Filed2026-05-15

XLV

STATE STREET HEALTH CARESELECT SECTOR SPDR ETF

0.00%

Shares58

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-0.27%

Shares376

Event2026-03-31

Filed2026-05-15

OMC

OMNICOM GROUP INC

New

Shares121

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

0.00%

Shares234

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

New

Shares10

Event2026-03-31

Filed2026-05-15

FLNC

FLUENCE ENERGY INC CLASS A

0.00%

Shares644

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

0.00%

Shares67

Event2026-03-31

Filed2026-05-15

CONSOLIDATED EDISON INC

0.00%

Shares77

Event2026-03-31

Filed2026-05-15

FTI

TECHNIPFMC PLC F

0.00%

Shares120

Event2026-03-31

Filed2026-05-15

DES

WISDOMTREE U.S. SMALLCAPDIVIDEND FUND

0.00%

Shares220

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP EQUITY CLASS EQUITY

0.00%

Shares62

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICAL

0.00%

Shares10

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares55

Event2026-03-31

Filed2026-05-15

IGRO

ISHARES INTERNATIONAL DIVIDEND GROWTH ETF

New

Shares97

Event2026-03-31

Filed2026-05-15

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares82

Event2026-03-31

Filed2026-05-15

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

0.00%

Shares94

Event2026-03-31

Filed2026-05-15

LEGR

FIRST TR INDXX INNOVATIVE TRNS & PROC ETF

0.00%

Shares147

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares155

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES

0.00%

Shares2

Event2026-03-31

Filed2026-05-15

BBVA

BANCO BILBAO VIZCAYA A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares372

Event2026-03-31

Filed2026-05-15

ROIV

ROIVANT SCIENCES LTD F

0.00%

Shares235

Event2026-03-31

Filed2026-05-15

LINDE PLC F

0.00%

Shares15

Event2026-03-31

Filed2026-05-15

AMBA

AMBARELLA INC F

0.00%

Shares128

Event2026-03-31

Filed2026-05-15

VOOV

VANGUARD S&P 500 VALUE INDEX FUND ETF SHARES

0.00%

Shares32

Event2026-03-31

Filed2026-05-15

THALES FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS

New

Shares118

Event2026-03-31

Filed2026-05-15

SITM

SITIME CORP

0.00%

Shares20

Event2026-03-31

Filed2026-05-15

SEMR

SEMRUSH HLDGS INC CL A CLASS CLASS A

0.00%

Shares600

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GR

0.00%

Shares90

Event2026-03-31

Filed2026-05-15

KTOS

KRATOS DEFENSE & SEC SOL

0.00%

Shares106

Event2026-03-31

Filed2026-05-15

EMB

ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF

0.00%

Shares70

Event2026-03-31

Filed2026-05-15

HPE

HEWLETT PACKARD ENTERPRI

0.00%

Shares279

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

0.00%

Shares21

Event2026-03-31

Filed2026-05-15

BUFR

FT VEST LADDERED BUFFER ETF

141.67%

Shares203

Event2026-03-31

Filed2026-05-15

QQEW

FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF

0.00%

Shares59

Event2026-03-31

Filed2026-05-15

SPXL

DIREXION DAILY S&P500 BULL 3X SHARES

0.00%

Shares37

Event2026-03-31

Filed2026-05-15

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

0.00%

Shares252

Event2026-03-31

Filed2026-05-15

CRWV

COREWEAVE INC CLASS A

-26.92%

Shares95

Event2026-03-31

Filed2026-05-15

FIX

COMFORT SYS USA INC

0.00%

Shares5

Event2026-03-31

Filed2026-05-15

AUR

AURORA INNOVATION INC CLASS A

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

ALAB

ASTERA LABS INC

0.00%

Shares60

Event2026-03-31

Filed2026-05-15

BABA

ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS

-10.34%

Shares52

Event2026-03-31

Filed2026-05-15

SEANERGY MARITIME HOLD F

0.00%

Shares500

Event2026-03-31

Filed2026-05-15

IREN

IREN LTD F

0.00%

Shares175

Event2026-03-31

Filed2026-05-15

EATON CORP PLC F

0.00%

Shares18

Event2026-03-31

Filed2026-05-15

AON PLC FCLASS CLASS A

0.00%

Shares19

Event2026-03-31

Filed2026-05-15

SIEGY

SIEMENS A G F

New

Shares53

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB U.S. TIPS ETF

0.00%

Shares220

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB U.S. LARGE-CAP VALUE ETF

0.00%

Shares195

Event2026-03-31

Filed2026-05-15

RGLD

ROYAL GOLD INC

0.00%

Shares24

Event2026-03-31

Filed2026-05-15

RIVN

RIVIAN AUTOMOTIVE INC CLASS CLASS A

0.00%

Shares417

Event2026-03-31

Filed2026-05-15

RELX

RELX PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS

0.00%

Shares170

Event2026-03-31

Filed2026-05-15

PFG

PRINCIPAL FINL GROUP INC

0.00%

Shares70

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

0.00%

Shares38

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC CLASS A

0.00%

Shares97

Event2026-03-31

Filed2026-05-15

MATCH GROUP INC NEW

0.56%

Shares179

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TRUST

0.00%

Shares95

Event2026-03-31

Filed2026-05-15

USRT

ISHARES CORE U.S. REIT ETF

0.00%

Shares93

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF

-88.02%

Shares110

Event2026-03-31

Filed2026-05-15

GOCT

FT VEST U.S. EQUITY MODERATE BUFFER ETF - OCTOBER

0.00%

Shares145

Event2026-03-31

Filed2026-05-15

CHDN

CHURCHILL DOWNS INC

0.00%

Shares72

Event2026-03-31

Filed2026-05-15

LEU

CENTRUS ENERGY CORP CLASS A

0.00%

Shares32

Event2026-03-31

Filed2026-05-15

BROADRIDGE FINL SOLUTION

0.00%

Shares40

Event2026-03-31

Filed2026-05-15

ALL

ALLSTATE CORP

0.00%

Shares28

Event2026-03-31

Filed2026-05-15

AIRO

AIRO GROUP HLDGS INC

0.00%

Shares770

Event2026-03-31

Filed2026-05-15

CCEP

COCA-COLA EUROPACIFIC F

0.00%

Shares51

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

0.00%

Shares22

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET

0.00%

Shares91

Event2026-03-31

Filed2026-05-15

ESPO

VANECK VIDEO GAMING AND ESPORTS ETF

0.00%

Shares50

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

-6.72%

Shares111

Event2026-03-31

Filed2026-05-15

MMM

3M CO

-94.07%

Shares31

Event2026-03-31

Filed2026-05-15

SYF

SYNCHRONY FINL

0.00%

Shares76

Event2026-03-31

Filed2026-05-15

XBI

STATE STREET SPDR S&P BIOTECH ETF

0.00%

Shares42

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

0.00%

Shares15

Event2026-03-31

Filed2026-05-15

ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS

New

Shares107

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

0.00%

Shares261

Event2026-03-31

Filed2026-05-15

SMR

NUSCALE PWR CORP CLASS A

0.00%

Shares425

Event2026-03-31

Filed2026-05-15

NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS

New

Shares55

Event2026-03-31

Filed2026-05-15

MARA

MARA HLDGS INC

-66.70%

Shares594

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

0.00%

Shares20

Event2026-03-31

Filed2026-05-15

LNC

LINCOLN NATL CORP IND

0.00%

Shares152

Event2026-03-31

Filed2026-05-15

USMV

ISHARES MSCI USA MIN VOLFACTOR ETF

0.00%

Shares57

Event2026-03-31

Filed2026-05-15

Call Option Holdings

TSM Call CallCALL TAIWAN SEMICONDUCTO$270 EXP 07/17/269 sharesnew addition2026-03-312026-05-15

NVDA Call CallCALL NVIDIA CORP $150 EXP 05/15/2631 sharesnew addition2026-03-312026-05-15

LLY Call CallCALL ELI LILLY AND CO $800 EXP 05/15/264 sharesnew addition2026-03-312026-05-15

DOW Call CallCALL DOW INC $42.5 EXP 05/15/2635 sharesnew addition2026-03-312026-05-15

VZ Call CallCALL VERIZON COMMUNICATI$48 EXP 05/15/2648 sharesnew addition2026-03-312026-05-15

CHRW Call CallCALL C H ROBINSON WORLDW$135 EXP 08/21/268 sharesnew addition2026-03-312026-05-15

DCI Call CallCALL DONALDSON INC $80 EXP 05/15/2646 sharesnew addition2026-03-312026-05-15

KO Call CallCALL THE COCA-COLA CO $70 EXP 04/17/2626 sharesnew addition2026-03-312026-05-15

CSX Call CallCALL CSX CORP $40 EXP 08/21/2630 sharesnew addition2026-03-312026-05-15

CALL MEDTRONIC PLC $90 EXP 06/18/26 Call CallCALL MEDTRONIC PLC $90 EXP 06/18/2632 sharesnew addition2026-03-312026-05-15

TSLA Call CallCALL TESLA INC $340 EXP 05/15/26200 sharesnew addition2026-03-312026-05-15

BAH Call CallCALL BOOZ ALLEN HAMILTON$85 EXP 05/15/2641 sharesnew addition2026-03-312026-05-15

ARE Call CallCALL ALEXANDRIA REAL EST$52.5 EXP 05/15/2670 sharesnew addition2026-03-312026-05-15

PL Call CallCALL PLANET LABS PBC $12 EXP 01/15/274 sharesnew addition2026-03-312026-05-15

PFE Call CallCALL PFIZER INC $25 EXP 06/18/2627 sharesnew addition2026-03-312026-05-15

BMY Call CallCALL BRISTOL MYERS SQUIB$62.5 EXP 06/18/2627 sharesnew addition2026-03-312026-05-15

BIIB Call CallCALL BIOGEN INC $165 EXP 06/18/262 sharesnew addition2026-03-312026-05-15

XLU Call CallCALL SPDR UTILITIES $46 EXP 04/17/2650 sharesnew addition2026-03-312026-05-15

ELS Call CallCALL EQUITY LIFESTYLE PP$65 EXP 05/15/2614 sharesnew addition2026-03-312026-05-15

FAST Call CallCALL FASTENAL CO $45 EXP 05/15/2612 sharesnew addition2026-03-312026-05-15

CALL ACCENTURE PLC IRELA$195 EXP 05/15/26 Call CallCALL ACCENTURE PLC IRELA$195 EXP 05/15/262 sharesnew addition2026-03-312026-05-15

DIS Call CallCALL DISNEY WALT CO $105 EXP 05/15/2610 sharesnew addition2026-03-312026-05-15

KTOS Call CallCALL KRATOS DEFENSE & SE$70 EXP 01/15/271 sharesnew addition2026-03-312026-05-15

CALL ALPHABET INC $315 EXP 05/15/26 Call CallCALL ALPHABET INC $315 EXP 05/15/262 sharesnew addition2026-03-312026-05-15

USAR Call CallCALL USA RARE EARTH INC $10 EXP 01/15/272 sharesnew addition2026-03-312026-05-15

HSY Call CallCALL HERSHEY CO $230 EXP 04/17/2610 sharesnew addition2026-03-312026-05-15

AMZN Call CallCALL AMAZON.COM INC $217.5 EXP 04/17/263 sharesnew addition2026-03-312026-05-15

ZTS Call CallCALL ZOETIS INC $130 EXP 04/17/2630 sharesnew addition2026-03-312026-05-15

SJM Call CallCALL SMUCKER J M CO $100 EXP 05/15/264 sharesnew addition2026-03-312026-05-15

MSFT Call CallCALL MICROSOFT CORP $400 EXP 04/17/269 sharesnew addition2026-03-312026-05-15

TSM Call

CALL TAIWAN SEMICONDUCTO$270 EXP 07/17/26

New

Shares9

Event2026-03-31

Filed2026-05-15

NVDA Call

CALL NVIDIA CORP $150 EXP 05/15/26

New

Shares31

Event2026-03-31

Filed2026-05-15

LLY Call

CALL ELI LILLY AND CO $800 EXP 05/15/26

New

Shares4

Event2026-03-31

Filed2026-05-15

DOW Call

CALL DOW INC $42.5 EXP 05/15/26

New

Shares35

Event2026-03-31

Filed2026-05-15

VZ Call

CALL VERIZON COMMUNICATI$48 EXP 05/15/26

New

Shares48

Event2026-03-31

Filed2026-05-15

CHRW Call

CALL C H ROBINSON WORLDW$135 EXP 08/21/26

New

Shares8

Event2026-03-31

Filed2026-05-15

DCI Call

CALL DONALDSON INC $80 EXP 05/15/26

New

Shares46

Event2026-03-31

Filed2026-05-15

KO Call

CALL THE COCA-COLA CO $70 EXP 04/17/26

New

Shares26

Event2026-03-31

Filed2026-05-15

CSX Call

CALL CSX CORP $40 EXP 08/21/26

New

Shares30

Event2026-03-31

Filed2026-05-15

CALL MEDTRONIC PLC $90 EXP 06/18/26 Call

CALL MEDTRONIC PLC $90 EXP 06/18/26

New

Shares32

Event2026-03-31

Filed2026-05-15

TSLA Call

CALL TESLA INC $340 EXP 05/15/26

New

Shares200

Event2026-03-31

Filed2026-05-15

BAH Call

CALL BOOZ ALLEN HAMILTON$85 EXP 05/15/26

New

Shares41

Event2026-03-31

Filed2026-05-15

ARE Call

CALL ALEXANDRIA REAL EST$52.5 EXP 05/15/26

New

Shares70

Event2026-03-31

Filed2026-05-15

PL Call

CALL PLANET LABS PBC $12 EXP 01/15/27

New

Shares4

Event2026-03-31

Filed2026-05-15

PFE Call

CALL PFIZER INC $25 EXP 06/18/26

New

Shares27

Event2026-03-31

Filed2026-05-15

BMY Call

CALL BRISTOL MYERS SQUIB$62.5 EXP 06/18/26

New

Shares27

Event2026-03-31

Filed2026-05-15

BIIB Call

CALL BIOGEN INC $165 EXP 06/18/26

New

Shares2

Event2026-03-31

Filed2026-05-15

XLU Call

CALL SPDR UTILITIES $46 EXP 04/17/26

New

Shares50

Event2026-03-31

Filed2026-05-15

ELS Call

CALL EQUITY LIFESTYLE PP$65 EXP 05/15/26

New

Shares14

Event2026-03-31

Filed2026-05-15

FAST Call

CALL FASTENAL CO $45 EXP 05/15/26

New

Shares12

Event2026-03-31

Filed2026-05-15

CALL ACCENTURE PLC IRELA$195 EXP 05/15/26 Call

CALL ACCENTURE PLC IRELA$195 EXP 05/15/26

New

Shares2

Event2026-03-31

Filed2026-05-15

DIS Call

CALL DISNEY WALT CO $105 EXP 05/15/26

New

Shares10

Event2026-03-31

Filed2026-05-15

KTOS Call

CALL KRATOS DEFENSE & SE$70 EXP 01/15/27

New

Shares1

Event2026-03-31

Filed2026-05-15

CALL ALPHABET INC $315 EXP 05/15/26 Call

CALL ALPHABET INC $315 EXP 05/15/26

New

Shares2

Event2026-03-31

Filed2026-05-15

USAR Call

CALL USA RARE EARTH INC $10 EXP 01/15/27

New

Shares2

Event2026-03-31

Filed2026-05-15

HSY Call

CALL HERSHEY CO $230 EXP 04/17/26

New

Shares10

Event2026-03-31

Filed2026-05-15

AMZN Call

CALL AMAZON.COM INC $217.5 EXP 04/17/26

New

Shares3

Event2026-03-31

Filed2026-05-15

ZTS Call

CALL ZOETIS INC $130 EXP 04/17/26

New

Shares30

Event2026-03-31

Filed2026-05-15

SJM Call

CALL SMUCKER J M CO $100 EXP 05/15/26

New

Shares4

Event2026-03-31

Filed2026-05-15

MSFT Call

CALL MICROSOFT CORP $400 EXP 04/17/26

New

Shares9

Event2026-03-31

Filed2026-05-15

Put Option Holdings

PUT MEDTRONIC PLC $90 EXP 06/18/26 Put PutPUT MEDTRONIC PLC $90 EXP 06/18/2611 sharesnew addition2026-03-312026-05-15

CSCO Put PutPUT CISCO SYS INC $77.5 EXP 04/17/2620 sharesnew addition2026-03-312026-05-15

IWM Put PutPUT ISHR RUSSELL 2000 $200 EXP 08/21/269 sharesnew addition2026-03-312026-05-15

XLU Put PutPUT SPDR UTILITIES $46 EXP 04/17/2622 sharesnew addition2026-03-312026-05-15

MSTR Put PutPUT STRATEGY INC $95 EXP 04/10/2620 sharesnew addition2026-03-312026-05-15

PUT MEDTRONIC PLC $90 EXP 06/18/26 Put

PUT MEDTRONIC PLC $90 EXP 06/18/26

New

Shares11

Event2026-03-31

Filed2026-05-15

CSCO Put

PUT CISCO SYS INC $77.5 EXP 04/17/26

New

Shares20

Event2026-03-31

Filed2026-05-15

IWM Put

PUT ISHR RUSSELL 2000 $200 EXP 08/21/26

New

Shares9

Event2026-03-31

Filed2026-05-15

XLU Put

PUT SPDR UTILITIES $46 EXP 04/17/26

New

Shares22

Event2026-03-31

Filed2026-05-15

MSTR Put

PUT STRATEGY INC $95 EXP 04/10/26

New

Shares20

Event2026-03-31

Filed2026-05-15