The Analysis of Tradition Wealth Management, LLC's Holdings & P&L


Currently, Tradition Wealth Management, LLC holds 511 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BBAG (+195.1K shares, valued at $9.0M), SCHF (+284.3K shares, valued at $7.0M), EMXC (+71.0K shares, valued at $5.6M); decreased their positions in DBEF (-194.6K shares, valued at $9.6M), BUFR (-202.0K shares, valued at $6.8M), XLG (-103.0K shares, valued at $5.6M); initiated new positions in CORO (+131.0K shares, valued at $4.2M), ACWX (+57.9K shares, valued at $4.0M), PBFR (+91.0K shares, valued at $2.6M).


1M P&L
+11.6M+0.82%
3M P&L
-17.6M-1.22%
HY P&L
-27.7M-1.90%

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/A1.0B
80.7%
2Semiconductors32.6M
2.5%
3Consumer Electronics31.7M
2.4%

Top Industries by Stock Count

1N/A270 stocks
57.8%
2Gold12 stocks
2.6%
3Software - Application11 stocks
2.4%
Stock Holdings
BBUS
J P MORGAN EXCHANGE TRADED F
10.93%
Shares396.6K
Event2026-03-31
Filed2026-05-15
SCHG
SCHWAB STRATEGIC TR
-5.85%
Shares1.5M
Event2026-03-31
Filed2026-05-15
JCPB
J P MORGAN EXCHANGE TRADED F
4.32%
Shares796.5K
Event2026-03-31
Filed2026-05-15
BUFR
FIRST TR EXCHNG TRADED FD VI
-15.78%
Shares1.1M
Event2026-03-31
Filed2026-05-15
AAPL
APPLE INC
2.30%
Shares124.7K
Event2026-03-31
Filed2026-05-15
EMXC
ISHARES INC
23.11%
Shares378.1K
Event2026-03-31
Filed2026-05-15
SCHV
SCHWAB STRATEGIC TR
1.12%
Shares944.9K
Event2026-03-31
Filed2026-05-15
NVDA
NVIDIA CORPORATION
0.68%
Shares155.4K
Event2026-03-31
Filed2026-05-15
SCHD
SCHWAB STRATEGIC TR
6.24%
Shares827.3K
Event2026-03-31
Filed2026-05-15
FNDF
SCHWAB STRATEGIC TR
1.21%
Shares492.8K
Event2026-03-31
Filed2026-05-15
SCHF
SCHWAB STRATEGIC TR
41.78%
Shares964.6K
Event2026-03-31
Filed2026-05-15
SCHR
SCHWAB STRATEGIC TR
-4.38%
Shares909.9K
Event2026-03-31
Filed2026-05-15
JIRE
J P MORGAN EXCHANGE TRADED F
8.46%
Shares277.0K
Event2026-03-31
Filed2026-05-15
VIG
VANGUARD SPECIALIZED FUNDS
1.00%
Shares96.7K
Event2026-03-31
Filed2026-05-15
DYNF
BLACKROCK ETF TRUST
8.30%
Shares348.2K
Event2026-03-31
Filed2026-05-15
INVESCO QQQ TR
INVESCO QQQ TR
-0.23%
Shares34.6K
Event2026-03-31
Filed2026-05-15
IWF
ISHARES TR
-0.45%
Shares46.5K
Event2026-03-31
Filed2026-05-15
SCHB
SCHWAB STRATEGIC TR
-2.54%
Shares777.7K
Event2026-03-31
Filed2026-05-15
BBAG
J P MORGAN EXCHANGE TRADED F
92.37%
Shares406.4K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
7.25%
Shares97.2K
Event2026-03-31
Filed2026-05-15
FNDX
SCHWAB STRATEGIC TR
7.15%
Shares615.1K
Event2026-03-31
Filed2026-05-15
JGRO
J P MORGAN EXCHANGE TRADED F
5.82%
Shares195.6K
Event2026-03-31
Filed2026-05-15
RUNN
STRATEGIC TRUST
5.22%
Shares483.1K
Event2026-03-31
Filed2026-05-15
MSFT
MICROSOFT CORP
1.36%
Shares41.8K
Event2026-03-31
Filed2026-05-15
JEPI
J P MORGAN EXCHANGE TRADED F
-1.00%
Shares266.8K
Event2026-03-31
Filed2026-05-15
VBR
VANGUARD INDEX FDS
2.65%
Shares69.6K
Event2026-03-31
Filed2026-05-15
JPIE
J P MORGAN EXCHANGE TRADED F
10.56%
Shares326.5K
Event2026-03-31
Filed2026-05-15
DBEF
DBX ETF TR
-41.65%
Shares272.5K
Event2026-03-31
Filed2026-05-15
LOUP
INNOVATOR ETFS TRUST
3.20%
Shares189.3K
Event2026-03-31
Filed2026-05-15
AMZN
AMAZON COM INC
0.05%
Shares60.9K
Event2026-03-31
Filed2026-05-15
SFLO
VICTORY PORTFOLIOS II
-0.40%
Shares412.1K
Event2026-03-31
Filed2026-05-15
SCHA
SCHWAB STRATEGIC TR
1.75%
Shares404.9K
Event2026-03-31
Filed2026-05-15
JTEK
J P MORGAN EXCHANGE TRADED F
4.69%
Shares146.5K
Event2026-03-31
Filed2026-05-15
QQQM
INVESCO EXCH TRADED FD TR II
20.49%
Shares48.7K
Event2026-03-31
Filed2026-05-15
SPYM
SPDR SERIES TRUST
24.74%
Shares143.9K
Event2026-03-31
Filed2026-05-15
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-3.28%
Shares22.6K
Event2026-03-31
Filed2026-05-15
IWD
ISHARES TR
0.04%
Shares47.8K
Event2026-03-31
Filed2026-05-15
IBB
ISHARES TR
4.48%
Shares60.2K
Event2026-03-31
Filed2026-05-15
JPST
J P MORGAN EXCHANGE TRADED F
2.37%
Shares197.5K
Event2026-03-31
Filed2026-05-15
UAPR
INNOVATOR ETFS TRUST
-0.53%
Shares274.3K
Event2026-03-31
Filed2026-05-15
JMEE
J P MORGAN EXCHANGE TRADED F
7.99%
Shares128.0K
Event2026-03-31
Filed2026-05-15
IVE
ISHARES TR
1.05%
Shares37.7K
Event2026-03-31
Filed2026-05-15
VEA
VANGUARD TAX-MANAGED FDS
1.05%
Shares124.1K
Event2026-03-31
Filed2026-05-15
BALL
BALL CORP
-0.01%
Shares133.1K
Event2026-03-31
Filed2026-05-15
VBIL
VANGUARD INSTL INDEX FD
62.51%
Shares101.6K
Event2026-03-31
Filed2026-05-15
QUAL
ISHARES TR
-8.13%
Shares39.6K
Event2026-03-31
Filed2026-05-15
PLTR
PALANTIR TECHNOLOGIES INC
-0.20%
Shares51.1K
Event2026-03-31
Filed2026-05-15
SLYG
SPDR SERIES TRUST
0.45%
Shares76.6K
Event2026-03-31
Filed2026-05-15
NOBL
PROSHARES TR
0.26%
Shares68.4K
Event2026-03-31
Filed2026-05-15
PAPR
INNOVATOR ETFS TRUST
-9.85%
Shares182.1K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
2.06%
Shares24.9K
Event2026-03-31
Filed2026-05-15
MGC
VANGUARD WORLD FD
2.10%
Shares29.5K
Event2026-03-31
Filed2026-05-15
BROADCOM INC
BROADCOM INC
1.85%
Shares22.3K
Event2026-03-31
Filed2026-05-15
IVW
ISHARES TR
-1.30%
Shares60.4K
Event2026-03-31
Filed2026-05-15
CGGR
CAPITAL GROUP GROWTH ETF
374.70%
Shares169.0K
Event2026-03-31
Filed2026-05-15
VANGUARD INDEX FDS
VANGUARD INDEX FDS
2.68%
Shares10.5K
Event2026-03-31
Filed2026-05-15
BWB
BRIDGEWATER BANCSHARES INC
0.42%
Shares351.9K
Event2026-03-31
Filed2026-05-15
PDP
INVESCO EXCHANGE TRADED FD T
-2.45%
Shares50.2K
Event2026-03-31
Filed2026-05-15
MTUM
ISHARES TR
1.86%
Shares24.5K
Event2026-03-31
Filed2026-05-15
MMM
3M CO
-0.07%
Shares40.3K
Event2026-03-31
Filed2026-05-15
IPO
RENAISSANCE CAP GREENWICH FD
2.09%
Shares138.3K
Event2026-03-31
Filed2026-05-15
TSLA
TESLA INC
6.56%
Shares15.3K
Event2026-03-31
Filed2026-05-15
PROSHARES TR
PROSHARES TR
0.00%
Shares205.0K
Event2026-03-31
Filed2026-05-15
SPY
STATE STR SPDR S&P 500 ETF T
16.51%
Shares7.9K
Event2026-03-31
Filed2026-05-15
NAPR
INNOVATOR ETFS TRUST
-0.75%
Shares93.6K
Event2026-03-31
Filed2026-05-15
ABBV
ABBVIE INC
0.47%
Shares23.3K
Event2026-03-31
Filed2026-05-15
JPM
JPMORGAN CHASE & CO
0.29%
Shares16.9K
Event2026-03-31
Filed2026-05-15
ALPHABET INC
ALPHABET INC
9.11%
Shares17.1K
Event2026-03-31
Filed2026-05-15
KAPR
INNOVATOR ETFS TRUST
-0.46%
Shares133.5K
Event2026-03-31
Filed2026-05-15
SCHZ
SCHWAB STRATEGIC TR
-3.64%
Shares203.1K
Event2026-03-31
Filed2026-05-15
UNH
UNITEDHEALTH GROUP INC
-3.65%
Shares17.3K
Event2026-03-31
Filed2026-05-15
FTCS
FIRST TR EXCHANGE-TRADED FD
-3.68%
Shares47.6K
Event2026-03-31
Filed2026-05-15
DVY
ISHARES TR
-1.97%
Shares28.8K
Event2026-03-31
Filed2026-05-15
IUSB
ISHARES TR
2.50%
Shares91.4K
Event2026-03-31
Filed2026-05-15
VUG
VANGUARD INDEX FDS
-2.50%
Shares9.6K
Event2026-03-31
Filed2026-05-15
CORO
BLACKROCK ETF TRUST
New
Shares131.0K
Event2026-03-31
Filed2026-05-15
XTEN
BONDBLOXX ETF TRUST
1.90%
Shares91.1K
Event2026-03-31
Filed2026-05-15
EAPR
INNOVATOR ETFS TRUST
-0.45%
Shares137.3K
Event2026-03-31
Filed2026-05-15
ACWX
ISHARES TR
New
Shares57.9K
Event2026-03-31
Filed2026-05-15
GFLW
VICTORY PORTFOLIOS II
1.43%
Shares150.1K
Event2026-03-31
Filed2026-05-15
IWO
ISHARES TR
0.44%
Shares11.7K
Event2026-03-31
Filed2026-05-15
CGMM
CAPITAL GROUP EQUITY ETF TR
3.09%
Shares124.6K
Event2026-03-31
Filed2026-05-15
AGG
ISHARES TR
-1.50%
Shares36.8K
Event2026-03-31
Filed2026-05-15
MGV
VANGUARD WORLD FD
0.62%
Shares25.1K
Event2026-03-31
Filed2026-05-15
BUFG
FIRST TR EXCHNG TRADED FD VI
58.29%
Shares134.8K
Event2026-03-31
Filed2026-05-15
JEPQ
J P MORGAN EXCHANGE TRADED F
-6.70%
Shares64.6K
Event2026-03-31
Filed2026-05-15
MODL
VICTORY PORTFOLIOS II
-0.48%
Shares79.8K
Event2026-03-31
Filed2026-05-15
LAM RESEARCH CORP
LAM RESEARCH CORP
-5.34%
Shares16.0K
Event2026-03-31
Filed2026-05-15
VNQ
VANGUARD INDEX FDS
0.07%
Shares37.9K
Event2026-03-31
Filed2026-05-15
VFLO
VICTORY PORTFOLIOS II
0.98%
Shares83.7K
Event2026-03-31
Filed2026-05-15
WMT
WALMART INC
5.65%
Shares26.2K
Event2026-03-31
Filed2026-05-15
UTG
REAVES UTIL INCOME FD
-0.00%
Shares82.3K
Event2026-03-31
Filed2026-05-15
VGT
VANGUARD WORLD FD
8.40%
Shares4.6K
Event2026-03-31
Filed2026-05-15
HELO
J P MORGAN EXCHANGE TRADED F
264.62%
Shares50.1K
Event2026-03-31
Filed2026-05-15
BAI
BLACKROCK ETF TRUST
3.51%
Shares96.3K
Event2026-03-31
Filed2026-05-15
SLYV
SPDR SERIES TRUST
-0.69%
Shares33.3K
Event2026-03-31
Filed2026-05-15
COST
COSTCO WHOLESALE CORPORATION
0.98%
Shares3.1K
Event2026-03-31
Filed2026-05-15
USMV
ISHARES TR
-12.18%
Shares33.2K
Event2026-03-31
Filed2026-05-15
META
META PLATFORMS INC
0.28%
Shares5.4K
Event2026-03-31
Filed2026-05-15
IAPR
INNOVATOR ETFS TRUST
-1.12%
Shares96.8K
Event2026-03-31
Filed2026-05-15
AVEM
AMERICAN CENTY ETF TR
15.57%
Shares37.1K
Event2026-03-31
Filed2026-05-15
GPIQ
GOLDMAN SACHS ETF TR
16.14%
Shares60.0K
Event2026-03-31
Filed2026-05-15
EFV
ISHARES TR
-47.22%
Shares39.9K
Event2026-03-31
Filed2026-05-15
USB
US BANCORP
1.44%
Shares55.9K
Event2026-03-31
Filed2026-05-15
SPMO
INVESCO EXCH TRADED FD TR II
5.42%
Shares25.6K
Event2026-03-31
Filed2026-05-15
IJR
ISHARES TR
-0.32%
Shares22.7K
Event2026-03-31
Filed2026-05-15
THRO
BLACKROCK ETF TRUST
2.64%
Shares77.1K
Event2026-03-31
Filed2026-05-15
CGGO
CAPITAL GROUP GBL GROWTH EQT
5.12%
Shares82.2K
Event2026-03-31
Filed2026-05-15
SCHM
SCHWAB STRATEGIC TR
-0.84%
Shares87.0K
Event2026-03-31
Filed2026-05-15
NJAN
INNOVATOR ETFS TRUST
-48.52%
Shares49.9K
Event2026-03-31
Filed2026-05-15
JSCP
J P MORGAN EXCHANGE TRADED F
-5.48%
Shares56.3K
Event2026-03-31
Filed2026-05-15
WFC
WELLS FARGO & CO
-1.53%
Shares33.4K
Event2026-03-31
Filed2026-05-15
PBFR
PGIM ROCK ETF TR
New
Shares91.0K
Event2026-03-31
Filed2026-05-15
VTV
VANGUARD INDEX FDS
3.53%
Shares13.3K
Event2026-03-31
Filed2026-05-15
SHLD
GLOBAL X FDS
74.42%
Shares36.7K
Event2026-03-31
Filed2026-05-15
MBB
ISHARES TR
3.43%
Shares27.0K
Event2026-03-31
Filed2026-05-15
GOVT
ISHARES TR
771.82%
Shares110.3K
Event2026-03-31
Filed2026-05-15
ONB
OLD NATL BANCORP IND
0.00%
Shares113.2K
Event2026-03-31
Filed2026-05-15
VTI
VANGUARD INDEX FDS
2.43%
Shares7.8K
Event2026-03-31
Filed2026-05-15
XEL
XCEL ENERGY INC
0.83%
Shares31.1K
Event2026-03-31
Filed2026-05-15
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
1.18%
Shares33.6K
Event2026-03-31
Filed2026-05-15
VBK
VANGUARD INDEX FDS
2.10%
Shares7.9K
Event2026-03-31
Filed2026-05-15
VYM
VANGUARD WHITEHALL FDS
-0.54%
Shares16.2K
Event2026-03-31
Filed2026-05-15
IWN
ISHARES TR
0.88%
Shares12.6K
Event2026-03-31
Filed2026-05-15
AIQ
GLOBAL X FDS
16.23%
Shares50.7K
Event2026-03-31
Filed2026-05-15
PFEB
INNOVATOR ETFS TRUST
-8.37%
Shares58.7K
Event2026-03-31
Filed2026-05-15
SPYG
SPDR SERIES TRUST
-0.00%
Shares23.8K
Event2026-03-31
Filed2026-05-15
MCD
MCDONALDS CORP
1.07%
Shares7.5K
Event2026-03-31
Filed2026-05-15
SBAR
SIMPLIFY EXCHANGE TRADED FUN
New
Shares93.9K
Event2026-03-31
Filed2026-05-15
IVV
ISHARES TR
3.44%
Shares3.5K
Event2026-03-31
Filed2026-05-15
IWM
ISHARES TR
0.12%
Shares9.0K
Event2026-03-31
Filed2026-05-15
BINC
BLACKROCK ETF TRUST II
2.31%
Shares42.8K
Event2026-03-31
Filed2026-05-15
CSCO
CISCO SYS INC
0.69%
Shares28.7K
Event2026-03-31
Filed2026-05-15
ABLD
ABACUS FCF ETF TR
1.44%
Shares70.1K
Event2026-03-31
Filed2026-05-15
CVX
CHEVRON CORPORATION
1.65%
Shares10.6K
Event2026-03-31
Filed2026-05-15
HDEF
DBX ETF TR
-4.16%
Shares65.9K
Event2026-03-31
Filed2026-05-15
BLCR
BLACKROCK ETF TRUST
New
Shares51.5K
Event2026-03-31
Filed2026-05-15
WTAI
WISDOMTREE TR
43.53%
Shares71.9K
Event2026-03-31
Filed2026-05-15
IWS
ISHARES TR
0.00%
Shares13.8K
Event2026-03-31
Filed2026-05-15
PDEC
INNOVATOR ETFS TRUST
-5.20%
Shares46.1K
Event2026-03-31
Filed2026-05-15
QDPL
PACER FDS TR
27.17%
Shares48.5K
Event2026-03-31
Filed2026-05-15
BALT
INNOVATOR ETFS TRUST
535.71%
Shares57.7K
Event2026-03-31
Filed2026-05-15
TGT
TARGET CORP
9.27%
Shares15.9K
Event2026-03-31
Filed2026-05-15
LLY
ELI LILLY & CO
8.51%
Shares2.1K
Event2026-03-31
Filed2026-05-15
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.92%
Shares5.6K
Event2026-03-31
Filed2026-05-15
BUFD
FIRST TR EXCHNG TRADED FD VI
7.28%
Shares67.7K
Event2026-03-31
Filed2026-05-15
IAGG
ISHARES TR
4.33%
Shares37.2K
Event2026-03-31
Filed2026-05-15
CAT
CATERPILLAR INC
1.71%
Shares2.6K
Event2026-03-31
Filed2026-05-15
VXF
VANGUARD INDEX FDS
0.10%
Shares9.0K
Event2026-03-31
Filed2026-05-15
JNJ
JOHNSON & JOHNSON
1.44%
Shares7.5K
Event2026-03-31
Filed2026-05-15
OBDC
BLUE OWL CAPITAL CORPORATION
0.74%
Shares165.0K
Event2026-03-31
Filed2026-05-15
QQQJ
INVESCO EXCH TRADED FD TR II
-2.52%
Shares49.9K
Event2026-03-31
Filed2026-05-15
MINN
TRUST FOR PROFESSIONAL MANAG
71.59%
Shares80.0K
Event2026-03-31
Filed2026-05-15
PAUG
INNOVATOR ETFS TRUST
-30.65%
Shares40.8K
Event2026-03-31
Filed2026-05-15
IWP
ISHARES TR
0.00%
Shares13.5K
Event2026-03-31
Filed2026-05-15
RSPT
INVESCO EXCHANGE TRADED FD T
-7.74%
Shares37.3K
Event2026-03-31
Filed2026-05-15
ITA
ISHARES TR
61.15%
Shares7.6K
Event2026-03-31
Filed2026-05-15
SOFI
SOFI TECHNOLOGIES INC
-18.99%
Shares105.0K
Event2026-03-31
Filed2026-05-15
IBM
INTERNATIONAL BUSINESS MACHS
-15.03%
Shares6.7K
Event2026-03-31
Filed2026-05-15
NFLX
NETFLIX INC.
4.13%
Shares16.8K
Event2026-03-31
Filed2026-05-15
EA SERIES TRUST
EA SERIES TRUST
3.31%
Shares52.7K
Event2026-03-31
Filed2026-05-15
V
VISA INC
2.48%
Shares5.2K
Event2026-03-31
Filed2026-05-15
XLK
SELECT SECTOR SPDR TR
-6.09%
Shares11.5K
Event2026-03-31
Filed2026-05-15
PSLV
SPROTT ASSET MANAGEMENT LP
0.05%
Shares61.2K
Event2026-03-31
Filed2026-05-15
HD
HOME DEPOT INC
-3.66%
Shares4.5K
Event2026-03-31
Filed2026-05-15
UPS
UNITED PARCEL SVCS INC
8.21%
Shares14.9K
Event2026-03-31
Filed2026-05-15
MEDTRONIC PLC
MEDTRONIC PLC
-0.77%
Shares16.7K
Event2026-03-31
Filed2026-05-15
ADM
ARCHER DANIELS MIDLAND CO
-6.02%
Shares19.9K
Event2026-03-31
Filed2026-05-15
GLD
SPDR GOLD TR
5.45%
Shares3.3K
Event2026-03-31
Filed2026-05-15
XOM
EXXON MOBIL CORP
8.88%
Shares8.4K
Event2026-03-31
Filed2026-05-15
DRUP
GRANITESHARES ETF TR
0.00%
Shares25.9K
Event2026-03-31
Filed2026-05-15
POCT
INNOVATOR ETFS TRUST
-31.55%
Shares32.7K
Event2026-03-31
Filed2026-05-15
CEF
SPROTT ASSET MANAGEMENT LP
3.17%
Shares29.0K
Event2026-03-31
Filed2026-05-15
CWI
SPDR INDEX SHS FDS
-1.78%
Shares37.4K
Event2026-03-31
Filed2026-05-15
UBER
UBER TECHNOLOGIES INC
-8.84%
Shares19.0K
Event2026-03-31
Filed2026-05-15
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
0.51%
Shares6.7K
Event2026-03-31
Filed2026-05-15
XLF
SELECT SECTOR SPDR TR
-1.78%
Shares27.0K
Event2026-03-31
Filed2026-05-15
CGDV
CAPITAL GROUP DIVIDEND VALUE
1.87%
Shares31.2K
Event2026-03-31
Filed2026-05-15
PJAN
INNOVATOR ETFS TRUST
35.12%
Shares28.2K
Event2026-03-31
Filed2026-05-15
AMD
ADVANCED MICRO DEVICES INC
6.59%
Shares6.1K
Event2026-03-31
Filed2026-05-15
VZ
VERIZON COMMUNICATIONS INC
-6.20%
Shares24.6K
Event2026-03-31
Filed2026-05-15
PKW
INVESCO EXCHANGE TRADED FD T
-0.18%
Shares9.2K
Event2026-03-31
Filed2026-05-15
SMH
VANECK ETF TRUST
-2.07%
Shares3.1K
Event2026-03-31
Filed2026-05-15
QTUM
ETF SER SOLUTIONS
32.54%
Shares10.9K
Event2026-03-31
Filed2026-05-15
GRID
FIRST TR EXCHANGE-TRADED FD
28.07%
Shares7.1K
Event2026-03-31
Filed2026-05-15
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
-2.84%
Shares21.5K
Event2026-03-31
Filed2026-05-15
QQQE
DIREXION SHARES ETF TRUST
-30.79%
Shares11.0K
Event2026-03-31
Filed2026-05-15
PDI
PIMCO DYNAMIC INCOME FD
5.07%
Shares62.6K
Event2026-03-31
Filed2026-05-15
SCHE
SCHWAB STRATEGIC TR
0.61%
Shares32.3K
Event2026-03-31
Filed2026-05-15
PANW
PALO ALTO NETWORKS INC
-11.86%
Shares6.6K
Event2026-03-31
Filed2026-05-15
MO
ALTRIA GROUP INC
1.67%
Shares16.0K
Event2026-03-31
Filed2026-05-15
IQLT
ISHARES TR
-17.70%
Shares22.7K
Event2026-03-31
Filed2026-05-15
ARISTA NETWORKS INC
ARISTA NETWORKS INC
8.06%
Shares8.5K
Event2026-03-31
Filed2026-05-15
AOCT
INNOVATOR ETFS TRUST
-1.06%
Shares39.1K
Event2026-03-31
Filed2026-05-15
BLACKSTONE INC
BLACKSTONE INC
5.81%
Shares8.9K
Event2026-03-31
Filed2026-05-15
IYW
ISHARES TR
-5.36%
Shares5.6K
Event2026-03-31
Filed2026-05-15
HON
HONEYWELL INTL INC
0.93%
Shares4.4K
Event2026-03-31
Filed2026-05-15
FICO
FAIR ISAAC CORP
-3.76%
Shares921
Event2026-03-31
Filed2026-05-15
ETFS GOLD TR
ETFS GOLD TR
-1.81%
Shares21.8K
Event2026-03-31
Filed2026-05-15
ONEQ
FIDELITY COMWLTH TR
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-15
DE
DEERE & CO
1.85%
Shares1.7K
Event2026-03-31
Filed2026-05-15
TRV
TRAVELERS COMPANIES INC
0.74%
Shares3.3K
Event2026-03-31
Filed2026-05-15
GEV
GE VERNOVA INC
17.03%
Shares1.1K
Event2026-03-31
Filed2026-05-15
AXP
AMERICAN EXPRESS CO
1.67%
Shares3.0K
Event2026-03-31
Filed2026-05-15
XLU
SELECT SECTOR SPDR TR
-1.39%
Shares19.9K
Event2026-03-31
Filed2026-05-15
IWB
ISHARES TR
-1.60%
Shares2.5K
Event2026-03-31
Filed2026-05-15
BUFQ
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares25.2K
Event2026-03-31
Filed2026-05-15
AMGN
AMGEN INC
-7.84%
Shares2.5K
Event2026-03-31
Filed2026-05-15
TJAN
INNOVATOR ETFS TRUST
-0.31%
Shares32.7K
Event2026-03-31
Filed2026-05-15
EATON CORP PLC
EATON CORP PLC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-15
PM
PHILIP MORRIS INTL INC
6.56%
Shares5.3K
Event2026-03-31
Filed2026-05-15
ISRG
INTUITIVE SURGICAL INC
1.50%
Shares1.9K
Event2026-03-31
Filed2026-05-15
MS
MORGAN STANLEY
6.19%
Shares5.3K
Event2026-03-31
Filed2026-05-15
ESGV
VANGUARD WORLD FD
0.73%
Shares7.7K
Event2026-03-31
Filed2026-05-15
XLV
SELECT SECTOR SPDR TR
-6.06%
Shares5.9K
Event2026-03-31
Filed2026-05-15
VXUS
VANGUARD STAR FDS
3.21%
Shares11.2K
Event2026-03-31
Filed2026-05-15
ORCL
ORACLE CORP
3.17%
Shares5.6K
Event2026-03-31
Filed2026-05-15
EPD
ENTERPRISE PRODS PARTNERS L
1.02%
Shares21.8K
Event2026-03-31
Filed2026-05-15
IYE
ISHARES TR
0.00%
Shares12.7K
Event2026-03-31
Filed2026-05-15
NU
NU HLDGS LTD
5.40%
Shares56.7K
Event2026-03-31
Filed2026-05-15
BUFF
INNOVATOR ETFS TRUST
New
Shares16.4K
Event2026-03-31
Filed2026-05-15
MU
MICRON TECHNOLOGY INC
36.34%
Shares2.4K
Event2026-03-31
Filed2026-05-15
GLDM
WORLD GOLD TR
-66.57%
Shares8.6K
Event2026-03-31
Filed2026-05-15
NULV
NUSHARES ETF TR
-0.61%
Shares17.4K
Event2026-03-31
Filed2026-05-15
RTX
RTX CORPORATION
4.86%
Shares4.0K
Event2026-03-31
Filed2026-05-15
VSGX
VANGUARD WORLD FD
-0.08%
Shares10.6K
Event2026-03-31
Filed2026-05-15
ET
ENERGY TRANSFER L P
12.51%
Shares38.9K
Event2026-03-31
Filed2026-05-15
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
3.43%
Shares45.2K
Event2026-03-31
Filed2026-05-15
VIGI
VANGUARD WHITEHALL FDS
4.77%
Shares8.5K
Event2026-03-31
Filed2026-05-15
BMO
BANK MONTREAL MEDIUM
0.22%
Shares5.5K
Event2026-03-31
Filed2026-05-15
MUB
ISHARES TR
4.48%
Shares7.0K
Event2026-03-31
Filed2026-05-15
SO
SOUTHERN CO
-1.79%
Shares7.7K
Event2026-03-31
Filed2026-05-15
ISHARES GOLD TR
ISHARES GOLD TR
-20.12%
Shares8.4K
Event2026-03-31
Filed2026-05-15
PJUN
INNOVATOR ETFS TRUST
-7.66%
Shares17.5K
Event2026-03-31
Filed2026-05-15
MSTR
STRATEGY INC
84.38%
Shares5.8K
Event2026-03-31
Filed2026-05-15
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
3.67%
Shares1.8K
Event2026-03-31
Filed2026-05-15
EAGG
ISHARES TR
1.14%
Shares14.9K
Event2026-03-31
Filed2026-05-15
NEE
NEXTERA ENERGY INC
3.88%
Shares7.6K
Event2026-03-31
Filed2026-05-15
OPEN
OPENDOOR TECHNOLOGIES INC
23.70%
Shares147.7K
Event2026-03-31
Filed2026-05-15
NLR
VANECK ETF TRUST
18.44%
Shares5.1K
Event2026-03-31
Filed2026-05-15
MAIN
MAIN STR CAP CORP
1.32%
Shares12.8K
Event2026-03-31
Filed2026-05-15
LOW
LOWES COS INC
-1.24%
Shares2.9K
Event2026-03-31
Filed2026-05-15
SLV
ISHARES SILVER TR
-4.34%
Shares9.6K
Event2026-03-31
Filed2026-05-15
GS
GOLDMAN SACHS GROUP INC
21.63%
Shares776
Event2026-03-31
Filed2026-05-15
ABT
ABBOTT LABORATORIES
-0.90%
Shares6.4K
Event2026-03-31
Filed2026-05-15
VWO
VANGUARD INTL EQUITY INDEX F
1.71%
Shares12.1K
Event2026-03-31
Filed2026-05-15
SUN
SUNOCO LP/SUNOCO FIN CORP
0.56%
Shares10.0K
Event2026-03-31
Filed2026-05-15
ABACUS FCF ETF TR
ABACUS FCF ETF TR
-2.89%
Shares19.6K
Event2026-03-31
Filed2026-05-15
KKR & CO INC
KKR & CO INC
22.20%
Shares7.0K
Event2026-03-31
Filed2026-05-15
APH
AMPHENOL CORP
-5.06%
Shares5.1K
Event2026-03-31
Filed2026-05-15
TMO
THERMO FISHER SCIENTIFIC INC
-14.90%
Shares1.3K
Event2026-03-31
Filed2026-05-15
MA
MASTERCARD INCORPORATED
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-15
IREN
IREN LIMITED
33.33%
Shares18.4K
Event2026-03-31
Filed2026-05-15
HOLA
J P MORGAN EXCHANGE TRADED F
0.00%
Shares12.0K
Event2026-03-31
Filed2026-05-15
PPH
VANECK ETF TRUST
0.00%
Shares6.1K
Event2026-03-31
Filed2026-05-15
AEM
AGNICO EAGLE MINES LTD
6.25%
Shares3.1K
Event2026-03-31
Filed2026-05-15
VCIT
VANGUARD SCOTTSDALE FDS
-16.04%
Shares7.5K
Event2026-03-31
Filed2026-05-15
CRWD
CROWDSTRIKE HLDGS INC
-8.36%
Shares1.6K
Event2026-03-31
Filed2026-05-15
TJX
TJX COS INC NEW
0.34%
Shares3.9K
Event2026-03-31
Filed2026-05-15
WPM
WHEATON PRECIOUS METALS CORP
-1.31%
Shares4.7K
Event2026-03-31
Filed2026-05-15
SNOW
SNOWFLAKE INC
-0.93%
Shares4.0K
Event2026-03-31
Filed2026-05-15
PAVE
GLOBAL X FDS
1.33%
Shares11.7K
Event2026-03-31
Filed2026-05-15
PHYS
SPROTT ASSET MANAGEMENT LP
0.14%
Shares16.7K
Event2026-03-31
Filed2026-05-15
KJUL
INNOVATOR ETFS TRUST
0.00%
Shares18.3K
Event2026-03-31
Filed2026-05-15
NJUL
INNOVATOR ETFS TRUST
-12.29%
Shares8.2K
Event2026-03-31
Filed2026-05-15
EJUL
INNOVATOR ETFS TRUST
0.00%
Shares19.6K
Event2026-03-31
Filed2026-05-15
DAL
DELTA AIR LINES INC
0.79%
Shares8.7K
Event2026-03-31
Filed2026-05-15
BAC
BANK AMERICA CORP
-0.59%
Shares11.7K
Event2026-03-31
Filed2026-05-15
MAXJ
ISHARES TR
-0.19%
Shares20.2K
Event2026-03-31
Filed2026-05-15
SMAX
ISHARES TR
-3.75%
Shares21.1K
Event2026-03-31
Filed2026-05-15
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.02%
Shares12.3K
Event2026-03-31
Filed2026-05-15
CGXU
CAPITAL GROUP INTL FOCUS EQT
3.80%
Shares19.1K
Event2026-03-31
Filed2026-05-15
LQDA
LIQUIDIA CORPORATION
34.65%
Shares14.8K
Event2026-03-31
Filed2026-05-15
NUSC
NUSHARES ETF TR
-0.74%
Shares12.4K
Event2026-03-31
Filed2026-05-15
PSTP
INNOVATOR ETFS TRUST
-0.25%
Shares15.6K
Event2026-03-31
Filed2026-05-15
CMI
CUMMINS INC
0.51%
Shares994
Event2026-03-31
Filed2026-05-15
HIMS
HIMS & HERS HEALTH INC
2.05%
Shares25.5K
Event2026-03-31
Filed2026-05-15
CRWV
COREWEAVE INC
-3.26%
Shares6.8K
Event2026-03-31
Filed2026-05-15
ZJAN
INNOVATOR ETFS TRUST
5.46%
Shares19.3K
Event2026-03-31
Filed2026-05-15
HACK
AMPLIFY ETF TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-15
SCHO
SCHWAB STRATEGIC TR
-17.29%
Shares21.6K
Event2026-03-31
Filed2026-05-15
LMT
LOCKHEED MARTIN CORP
10.47%
Shares865
Event2026-03-31
Filed2026-05-15
KJAN
INNOVATOR ETFS TRUST
-1.97%
Shares12.4K
Event2026-03-31
Filed2026-05-15
IOCT
INNOVATOR ETFS TRUST
0.00%
Shares14.8K
Event2026-03-31
Filed2026-05-15
DMAR
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares12.2K
Event2026-03-31
Filed2026-05-15
GBIL
GOLDMAN SACHS ETF TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-15
UJAN
INNOVATOR ETFS TRUST
79.87%
Shares12.0K
Event2026-03-31
Filed2026-05-15
FXH
FIRST TR EXCHANGE-TRADED FD
-16.75%
Shares4.6K
Event2026-03-31
Filed2026-05-15
SCHY
SCHWAB STRATEGIC TR
3.68%
Shares16.0K
Event2026-03-31
Filed2026-05-15
GOAU
ETF SER SOLUTIONS
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-15
SCHH
SCHWAB STRATEGIC TR
-0.88%
Shares23.2K
Event2026-03-31
Filed2026-05-15
SDOG
ALPS ETF TR
-0.42%
Shares7.6K
Event2026-03-31
Filed2026-05-15
CIBR
FIRST TR EXCHANGE-TRADED FD
-30.73%
Shares7.9K
Event2026-03-31
Filed2026-05-15
JMST
J P MORGAN EXCHANGE TRADED F
26.49%
Shares9.6K
Event2026-03-31
Filed2026-05-15
UJUN
INNOVATOR ETFS TRUST
0.00%
Shares13.0K
Event2026-03-31
Filed2026-05-15
ASML
ASML HLDG NV
1.67%
Shares365
Event2026-03-31
Filed2026-05-15
FAST
FASTENAL CO
0.63%
Shares10.3K
Event2026-03-31
Filed2026-05-15
EFA
ISHARES TR
-6.90%
Shares4.9K
Event2026-03-31
Filed2026-05-15
VRP
INVESCO EXCH TRADED FD TR II
1.48%
Shares19.5K
Event2026-03-31
Filed2026-05-15
TXN
TEXAS INSTRS INC
1.56%
Shares2.4K
Event2026-03-31
Filed2026-05-15
QRVO
QORVO INC
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-15
WM
WASTE MGMT INC DEL
-4.31%
Shares2.0K
Event2026-03-31
Filed2026-05-15
BSX
BOSTON SCIENTIFIC CORP
2.97%
Shares7.4K
Event2026-03-31
Filed2026-05-15
OKE
ONEOK INC NEW
2.59%
Shares5.1K
Event2026-03-31
Filed2026-05-15
IJH
ISHARES TR
4.62%
Shares6.7K
Event2026-03-31
Filed2026-05-15
CIFR
CIPHER DIGITAL INC
23.79%
Shares35.0K
Event2026-03-31
Filed2026-05-15
BITMINE IMMERSION TECNOLOGIE
BITMINE IMMERSION TECNOLOGIE
8.45%
Shares22.7K
Event2026-03-31
Filed2026-05-15
T
AT&T INC
5.44%
Shares15.4K
Event2026-03-31
Filed2026-05-15
SHOP
SHOPIFY INC
-0.13%
Shares3.8K
Event2026-03-31
Filed2026-05-15
KO
COCA COLA CO
6.05%
Shares5.9K
Event2026-03-31
Filed2026-05-15
ZJUL
INNOVATOR ETFS TRUST
0.00%
Shares14.9K
Event2026-03-31
Filed2026-05-15
ABFL
ABACUS FCF ETF TR
-7.48%
Shares6.1K
Event2026-03-31
Filed2026-05-15
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
0.00%
Shares16.1K
Event2026-03-31
Filed2026-05-15
FCX
FREEPORT MCMORAN INC
8.86%
Shares7.2K
Event2026-03-31
Filed2026-05-15
ZDEK
INNOVATOR ETFS TRUST
0.05%
Shares16.4K
Event2026-03-31
Filed2026-05-15
EOCT
INNOVATOR ETFS TRUST
-0.81%
Shares13.1K
Event2026-03-31
Filed2026-05-15
PG
PROCTER & GAMBLE CO
6.23%
Shares2.9K
Event2026-03-31
Filed2026-05-15
FDX
FEDEX CORP
3.27%
Shares1.2K
Event2026-03-31
Filed2026-05-15
SUSA
ISHARES TR
-0.60%
Shares3.1K
Event2026-03-31
Filed2026-05-15
BMY
BRISTOL-MYERS SQUIBB CO
48.19%
Shares6.8K
Event2026-03-31
Filed2026-05-15
PAAS
PAN AMERN SILVER CORP
-3.67%
Shares7.6K
Event2026-03-31
Filed2026-05-15
BUFY
FIRST TR EXCHNG TRADED FD VI
55.28%
Shares18.4K
Event2026-03-31
Filed2026-05-15
NOC
NORTHROP GRUMMAN CORP
1.17%
Shares603
Event2026-03-31
Filed2026-05-15
CEG
CONSTELLATION ENERGY CORP
-28.75%
Shares1.5K
Event2026-03-31
Filed2026-05-15
BLACKROCK INC
BLACKROCK INC
6.48%
Shares427
Event2026-03-31
Filed2026-05-15
SUSB
ISHARES TR
-0.69%
Shares16.3K
Event2026-03-31
Filed2026-05-15
DTAN
EA SERIES TRUST
New
Shares13.4K
Event2026-03-31
Filed2026-05-15
KOCT
INNOVATOR ETFS TRUST
0.00%
Shares11.8K
Event2026-03-31
Filed2026-05-15
VCLT
VANGUARD SCOTTSDALE FDS
-27.94%
Shares5.4K
Event2026-03-31
Filed2026-05-15
VDC
VANGUARD WORLD FD
0.06%
Shares1.8K
Event2026-03-31
Filed2026-05-15
IBIT
ISHARES BITCOIN TRUST ETF
-8.27%
Shares10.4K
Event2026-03-31
Filed2026-05-15
ZFEB
INNOVATOR ETFS TRUST
53.48%
Shares15.7K
Event2026-03-31
Filed2026-05-15
AMAT
APPLIED MATLS INC
13.09%
Shares1.2K
Event2026-03-31
Filed2026-05-15
SDG
ISHARES TR
-0.99%
Shares4.7K
Event2026-03-31
Filed2026-05-15
PJUL
INNOVATOR ETFS TRUST
-6.32%
Shares8.6K
Event2026-03-31
Filed2026-05-15
SPG
SIMON PPTY GROUP INC NEW
10.37%
Shares2.1K
Event2026-03-31
Filed2026-05-15
UNP
UNION PAC CORP
13.72%
Shares1.6K
Event2026-03-31
Filed2026-05-15
KEMQ
KRANESHARES TRUST
0.00%
Shares16.9K
Event2026-03-31
Filed2026-05-15
XLE
SELECT SECTOR SPDR TR
0.70%
Shares6.2K
Event2026-03-31
Filed2026-05-15
BAPR
INNOVATOR ETFS TRUST
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-15
SNA
SNAP ON INC
0.38%
Shares1.0K
Event2026-03-31
Filed2026-05-15
AEP
AMERICAN ELEC PWR CO INC
10.26%
Shares2.9K
Event2026-03-31
Filed2026-05-15
ACGL
ARCH CAP GROUP LTD
0.46%
Shares3.9K
Event2026-03-31
Filed2026-05-15
MERCK & CO INC
MERCK & CO INC
9.85%
Shares3.1K
Event2026-03-31
Filed2026-05-15
NOCT
INNOVATOR ETFS TRUST
-9.26%
Shares6.5K
Event2026-03-31
Filed2026-05-15
AMP
AMERIPRISE FINL INC
-0.24%
Shares823
Event2026-03-31
Filed2026-05-15
PATH
UIPATH INC
3.73%
Shares32.9K
Event2026-03-31
Filed2026-05-15
INTC
INTEL CORP
3.59%
Shares8.2K
Event2026-03-31
Filed2026-05-15
EJAN
INNOVATOR ETFS TRUST
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-15
VOX
VANGUARD WORLD FD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-15
DLS
WISDOMTREE TR
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-15
HL
HECLA MINING COMPANY
-7.94%
Shares19.3K
Event2026-03-31
Filed2026-05-15
LINDE PLC
LINDE PLC
4.93%
Shares724
Event2026-03-31
Filed2026-05-15
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-15
SIXG
ETF SER SOLUTIONS
0.06%
Shares5.2K
Event2026-03-31
Filed2026-05-15
BA
BOEING CO
7.51%
Shares1.8K
Event2026-03-31
Filed2026-05-15
ARCC
ARES CAPITAL CORP
1.51%
Shares19.1K
Event2026-03-31
Filed2026-05-15
FBTC
FIDELITY WISE ORIGIN BITCOIN
-41.83%
Shares5.8K
Event2026-03-31
Filed2026-05-15
EEM
ISHARES TR
2.96%
Shares6.0K
Event2026-03-31
Filed2026-05-15
IJAN
INNOVATOR ETFS TRUST
3.38%
Shares9.4K
Event2026-03-31
Filed2026-05-15
PEP
PEPSICO INC
0.55%
Shares2.2K
Event2026-03-31
Filed2026-05-15
PFE
PFIZER INC
4.70%
Shares12.1K
Event2026-03-31
Filed2026-05-15
CALF
PACER FDS TR
-6.87%
Shares7.6K
Event2026-03-31
Filed2026-05-15
NOW
SERVICENOW INC
-4.95%
Shares3.2K
Event2026-03-31
Filed2026-05-15
EMR
EMERSON ELEC CO
0.63%
Shares2.5K
Event2026-03-31
Filed2026-05-15
AIVL
WISDOMTREE TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-15
APP
APPLOVIN CORP
-2.12%
Shares832
Event2026-03-31
Filed2026-05-15
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
2.43%
Shares2.5K
Event2026-03-31
Filed2026-05-15
AJAN
INNOVATOR ETFS TRUST
New
Shares11.9K
Event2026-03-31
Filed2026-05-15
BUFS
FIRST TR EXCHNG TRADED FD VI
42.61%
Shares14.3K
Event2026-03-31
Filed2026-05-15
IEMG
ISHARES INC
-92.41%
Shares4.7K
Event2026-03-31
Filed2026-05-15
AFL
AFLAC INC
1.03%
Shares3.0K
Event2026-03-31
Filed2026-05-15
NNOV
INNOVATOR ETFS TRUST
11.80%
Shares11.6K
Event2026-03-31
Filed2026-05-15
LMND
LEMONADE INC
7.17%
Shares5.1K
Event2026-03-31
Filed2026-05-15
GLW
CORNING INC
-2.81%
Shares2.4K
Event2026-03-31
Filed2026-05-15
ZMAR
INNOVATOR ETFS TRUST
35.53%
Shares11.4K
Event2026-03-31
Filed2026-05-15
KMI
KINDER MORGAN INC DEL
1.11%
Shares9.4K
Event2026-03-31
Filed2026-05-15
CGCP
CAPITAL GRP FIXED INCM ETF T
0.00%
Shares14.0K
Event2026-03-31
Filed2026-05-15
NSC
NORFOLK SOUTHN CORP
3.71%
Shares1.1K
Event2026-03-31
Filed2026-05-15
GDX
VANECK ETF TRUST
9.43%
Shares3.4K
Event2026-03-31
Filed2026-05-15
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares16.1K
Event2026-03-31
Filed2026-05-15
UJUL
INNOVATOR ETFS TRUST
-0.45%
Shares8.1K
Event2026-03-31
Filed2026-05-15
BJAN
INNOVATOR ETFS TRUST
New
Shares5.8K
Event2026-03-31
Filed2026-05-15
IJUL
INNOVATOR ETFS TRUST
-6.97%
Shares9.0K
Event2026-03-31
Filed2026-05-15
XT
ISHARES TR
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-15
SOLV
SOLVENTUM CORP
1.40%
Shares4.6K
Event2026-03-31
Filed2026-05-15
SCHX
SCHWAB STRATEGIC TR
0.34%
Shares11.8K
Event2026-03-31
Filed2026-05-15
CGMS
CAPITAL GRP FIXED INCM ETF T
-1.43%
Shares11.1K
Event2026-03-31
Filed2026-05-15
MSI
MOTOROLA SOLUTIONS INC
1.77%
Shares690
Event2026-03-31
Filed2026-05-15
TJUL
INNOVATOR ETFS TRUST
0.00%
Shares10.1K
Event2026-03-31
Filed2026-05-15
VEU
VANGUARD INTL EQUITY INDEX F
-1.12%
Shares3.9K
Event2026-03-31
Filed2026-05-15
SCHW
SCHWAB CHARLES CORP
1.98%
Shares3.1K
Event2026-03-31
Filed2026-05-15
BLOK
AMPLIFY ETF TR
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-15
VO
VANGUARD INDEX FDS
0.20%
Shares1.0K
Event2026-03-31
Filed2026-05-15
SNDR
SCHNEIDER NATIONAL INC
0.33%
Shares10.9K
Event2026-03-31
Filed2026-05-15
ADBE
ADOBE INC
-7.46%
Shares1.2K
Event2026-03-31
Filed2026-05-15
HEWJ
ISHARES TR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-15
MPWR
MONOLITHIC PWR SYS INC
1.57%
Shares259
Event2026-03-31
Filed2026-05-15
BJUL
INNOVATOR ETFS TRUST
-31.35%
Shares5.7K
Event2026-03-31
Filed2026-05-15
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
7.30%
Shares823
Event2026-03-31
Filed2026-05-15
AGI
ALAMOS GOLD INC
New
Shares6.3K
Event2026-03-31
Filed2026-05-15
THQ
ABRDN HEALTHCARE OPPORTUNITI
-8.58%
Shares16.7K
Event2026-03-31
Filed2026-05-15
CITIGROUP INC
CITIGROUP INC
-11.37%
Shares2.5K
Event2026-03-31
Filed2026-05-15
SCHI
SCHWAB STRATEGIC TR
-1.58%
Shares12.3K
Event2026-03-31
Filed2026-05-15
LAZARD INC
LAZARD INC
-15.20%
Shares6.5K
Event2026-03-31
Filed2026-05-15
WK
WORKIVA INC
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-15
ROK
ROCKWELL AUTOMATION INC
0.52%
Shares769
Event2026-03-31
Filed2026-05-15
MDLZ
MONDELEZ INTL INC
6.99%
Shares4.8K
Event2026-03-31
Filed2026-05-15
HUBBELL INC
HUBBELL INC
-3.30%
Shares557
Event2026-03-31
Filed2026-05-15
FIW
FIRST TR EXCHANGE-TRADED FD
0.15%
Shares2.6K
Event2026-03-31
Filed2026-05-15
GDEN
GOLDEN ENTMT INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-15
BP
BP PLC
-13.79%
Shares5.6K
Event2026-03-31
Filed2026-05-15
USAC
USA COMPRESSION PARTNERS LP
1.99%
Shares9.8K
Event2026-03-31
Filed2026-05-15
CSL
CARLISLE COS INC
0.26%
Shares780
Event2026-03-31
Filed2026-05-15
GE AEROSPACE
GE AEROSPACE
15.32%
Shares896
Event2026-03-31
Filed2026-05-15
GWW
WW GRAINGER INC
1.30%
Shares233
Event2026-03-31
Filed2026-05-15
DIS
DISNEY WALT CO
4.15%
Shares2.6K
Event2026-03-31
Filed2026-05-15
KR
KROGER CO
2.66%
Shares3.5K
Event2026-03-31
Filed2026-05-15
TT
TRANE TECHNOLOGIES PLC
1.50%
Shares609
Event2026-03-31
Filed2026-05-15
SYK
STRYKER CORPORATION
4.19%
Shares771
Event2026-03-31
Filed2026-05-15
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
0.00%
Shares13.3K
Event2026-03-31
Filed2026-05-15
TAPR
INNOVATOR ETFS TRUST
0.00%
Shares9.7K
Event2026-03-31
Filed2026-05-15
NEM
NEWMONT CORP
-0.90%
Shares2.3K
Event2026-03-31
Filed2026-05-15
PBW
INVESCO EXCHANGE TRADED FD T
-10.45%
Shares7.9K
Event2026-03-31
Filed2026-05-15
QLD
PROSHARES TR
1.50%
Shares4.1K
Event2026-03-31
Filed2026-05-15
MTZ
MASTEC INC
New
Shares762
Event2026-03-31
Filed2026-05-15
SBUX
STARBUCKS CORP
4.14%
Shares2.7K
Event2026-03-31
Filed2026-05-15
ROST
ROSS STORES INC
New
Shares1.1K
Event2026-03-31
Filed2026-05-15
CHRW
C H ROBINSON WORLDWIDE IN
New
Shares1.5K
Event2026-03-31
Filed2026-05-15
DELL
DELL TECHNOLOGIES INC
-32.29%
Shares1.5K
Event2026-03-31
Filed2026-05-15
AJUL
INNOVATOR ETFS TRUST
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-15
PNOV
INNOVATOR ETFS TRUST
-4.89%
Shares5.9K
Event2026-03-31
Filed2026-05-15
EWJ
ISHARES INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-15
PSX
PHILLIPS 66
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
ENTG
ENTEGRIS INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-15
IWR
ISHARES TR
3.14%
Shares2.4K
Event2026-03-31
Filed2026-05-15
HWKN
HAWKINS INC
0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-15
ATO
ATMOS ENERGY CORP
-0.16%
Shares1.3K
Event2026-03-31
Filed2026-05-15
JOBY
JOBY AVIATION INC
-12.62%
Shares28.1K
Event2026-03-31
Filed2026-05-15
CELC
CELCUITY INC
-0.73%
Shares2.0K
Event2026-03-31
Filed2026-05-15
DGRW
WISDOMTREE TR
0.15%
Shares2.6K
Event2026-03-31
Filed2026-05-15
U
UNITY SOFTWARE INC
-18.74%
Shares10.4K
Event2026-03-31
Filed2026-05-15
WELL
WELLTOWER INC
0.96%
Shares1.2K
Event2026-03-31
Filed2026-05-15
RSPG
INVESCO EXCHANGE TRADED FD T
New
Shares2.1K
Event2026-03-31
Filed2026-05-15
STWD
STARWOOD PPTY TR INC
New
Shares13.2K
Event2026-03-31
Filed2026-05-15
IONQ
IONQ INC
22.54%
Shares7.8K
Event2026-03-31
Filed2026-05-15
CME
CME GROUP INC
-19.20%
Shares766
Event2026-03-31
Filed2026-05-15
CGNG
CAPITAL GROUP NEW GEOGRAPHY
New
Shares7.2K
Event2026-03-31
Filed2026-05-15
BKNG
BOOKING HOLDINGS INC
3.92%
Shares53
Event2026-03-31
Filed2026-05-15
THW
ABRDN WORLD HEALTHCARE FUND
-10.08%
Shares19.2K
Event2026-03-31
Filed2026-05-15
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares361
Event2026-03-31
Filed2026-05-15
RGTI
RIGETTI COMPUTING INC
1.42%
Shares15.9K
Event2026-03-31
Filed2026-05-15
BUFT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-15
TGTX
TG THERAPEUTICS INC
New
Shares6.7K
Event2026-03-31
Filed2026-05-15
EAOM
ISHARES TR
0.00%
Shares7.4K
Event2026-03-31
Filed2026-05-15
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
New
Shares1.9K
Event2026-03-31
Filed2026-05-15
CRM
SALESFORCE INC
8.02%
Shares1.2K
Event2026-03-31
Filed2026-05-15
SCCO
SOUTHERN COPPER CORP
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
COEUR MNG INC
COEUR MNG INC
9.64%
Shares11.4K
Event2026-03-31
Filed2026-05-15
ZOCT
INNOVATOR ETFS TRUST
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-15
UFEB
INNOVATOR ETFS TRUST
-8.22%
Shares5.9K
Event2026-03-31
Filed2026-05-15
RIVN
RIVIAN AUTOMOTIVE INC
0.57%
Shares14.1K
Event2026-03-31
Filed2026-05-15
COIN
COINBASE GLOBAL INC
New
Shares1.2K
Event2026-03-31
Filed2026-05-15
COF
CAPITAL ONE FINL CORP
1.40%
Shares1.2K
Event2026-03-31
Filed2026-05-15
AXON
AXON ENTERPRISE INC
-21.50%
Shares493
Event2026-03-31
Filed2026-05-15
RVT
ROYCE SMALL CAP TRUST INC
0.02%
Shares12.6K
Event2026-03-31
Filed2026-05-15
NMAR
INNOVATOR ETFS TRUST
New
Shares7.1K
Event2026-03-31
Filed2026-05-15
DFUS
DIMENSIONAL ETF TRUST
0.00%
Shares2.9K
Event2026-03-31
Filed2026-05-15
ROAD
CONSTRUCTION PARTNERS INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-15
RXRX
RECURSION PHARMACEUTICALS IN
2.00%
Shares67.7K
Event2026-03-31
Filed2026-05-15
CB
CHUBB LTD SWITZ
New
Shares638
Event2026-03-31
Filed2026-05-15
UOCT
INNOVATOR ETFS TRUST
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-15
ZNOV
INNOVATOR ETFS TRUST
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-15
XLG
INVESCO EXCHANGE TRADED FD T
-96.49%
Shares3.7K
Event2026-03-31
Filed2026-05-15
NAUG
INNOVATOR ETFS TRUST
-43.16%
Shares7.0K
Event2026-03-31
Filed2026-05-15
ARLP
ALLIANCE RESOURCE PARTNERS L
New
Shares7.3K
Event2026-03-31
Filed2026-05-15
EMNT
PIMCO ETF TR
New
Shares2.0K
Event2026-03-31
Filed2026-05-15
COWZ
PACER FDS TR
New
Shares3.2K
Event2026-03-31
Filed2026-05-15
ESGE
ISHARES INC
New
Shares4.4K
Event2026-03-31
Filed2026-05-15
VRTX
VERTEX PHARMACEUTICALS INC
New
Shares449
Event2026-03-31
Filed2026-05-15
FRTY
THE ALGER ETF TRUST
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-15
OSCR
OSCAR HEALTH INC
4.39%
Shares16.9K
Event2026-03-31
Filed2026-05-15
CGAU
CENTERRA GOLD INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-15
SVM
SILVERCORP METALS INC
-28.75%
Shares16.1K
Event2026-03-31
Filed2026-05-15
ABCL
ABCELLERA BIOLOGICS INC
1.31%
Shares47.7K
Event2026-03-31
Filed2026-05-15
DC
DAKOTA GOLD CORP
9.90%
Shares30.0K
Event2026-03-31
Filed2026-05-15
F
FORD MTR CO
4.62%
Shares12.4K
Event2026-03-31
Filed2026-05-15
EXK
ENDEAVOUR SILVER CORP
0.00%
Shares14.7K
Event2026-03-31
Filed2026-05-15
CLF
CLEVELAND-CLIFFS INC NEW
New
Shares16.2K
Event2026-03-31
Filed2026-05-15
ASM
AVINO SILVER & GOLD MINES LT
13.33%
Shares17.0K
Event2026-03-31
Filed2026-05-15
STRIVE INC
STRIVE INC
New
Shares10.4K
Event2026-03-31
Filed2026-05-15
GROY
GOLD ROYALTY CORP
3.00%
Shares25.8K
Event2026-03-31
Filed2026-05-15
NIO
NIO INC
0.60%
Shares15.2K
Event2026-03-31
Filed2026-05-15
BTQ
BTQ TECHNOLOGIES CORP
4.81%
Shares33.5K
Event2026-03-31
Filed2026-05-15
JPC
NUVEEN PFD & INCOME OPPORTUN
-6.62%
Shares11.8K
Event2026-03-31
Filed2026-05-15
MBLY
MOBILEYE GLOBAL INC
20.87%
Shares12.1K
Event2026-03-31
Filed2026-05-15
RIG
TRANSOCEAN LTD
5.99%
Shares10.6K
Event2026-03-31
Filed2026-05-15
MTA
METALLA RTY & STREAMING LTD
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-15
BTG
B2GOLD CORP
0.00%
Shares14.4K
Event2026-03-31
Filed2026-05-15
XTNT
XTANT MED HLDGS INC
0.00%
Shares100.3K
Event2026-03-31
Filed2026-05-15

Call Option Holdings
DC Call
DAKOTA GOLD CORP
New
Shares7.5K
Event2026-03-31
Filed2026-05-15
ALPHABET INC Call
ALPHABET INC
New
Shares100
Event2026-03-31
Filed2026-05-15
PLTR Call
PALANTIR TECHNOLOGIES INC
New
Shares100
Event2026-03-31
Filed2026-05-15
HIMS Call
HIMS & HERS HEALTH INC
New
Shares700
Event2026-03-31
Filed2026-05-15
NU Call
NU HLDGS LTD
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
CIFR Call
CIPHER DIGITAL INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
SVM Call
SILVERCORP METALS INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-15
IREN Call
IREN LIMITED
New
Shares200
Event2026-03-31
Filed2026-05-15
OSCR Call
OSCAR HEALTH INC
New
Shares500
Event2026-03-31
Filed2026-05-15
PATH Call
UIPATH INC
New
Shares500
Event2026-03-31
Filed2026-05-15
ABCL Call
ABCELLERA BIOLOGICS INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-15
JOBY Call
JOBY AVIATION INC
New
Shares300
Event2026-03-31
Filed2026-05-15
STRIVE INC Call
STRIVE INC
New
Shares200
Event2026-03-31
Filed2026-05-15
RXRX Call
RECURSION PHARMACEUTICALS IN
New
Shares500
Event2026-03-31
Filed2026-05-15
OPEN Call
OPENDOOR TECHNOLOGIES INC
New
Shares200
Event2026-03-31
Filed2026-05-15

Put Option Holdings
PLTR Put
PALANTIR TECHNOLOGIES INC
New
Shares900
Event2026-03-31
Filed2026-05-15
Tradition Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo