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The Analysis of TRANSCEND CAPITAL ADVISORS, LLC's Holdings & P&L

Currently, TRANSCEND CAPITAL ADVISORS, LLC holds 718 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SPYG (+50.3K shares, valued at $4.9M), N/A (+22.4K shares, valued at $4.3M), TLTW (+103.3K shares, valued at $2.3M); decreased their positions in AAPL (-9.2K shares, valued at $2.3M), LLY (-2.4K shares, valued at $2.2M), N/A (-6.6K shares, valued at $2.1M); initiated new positions in TLTW (+103.3K shares, valued at $2.3M), N/A (+7.5K shares, valued at $1.5M), COMP (+82.5K shares, valued at $602.8K).

1M P&L

+13.0M+1.17%

3M P&L

+12.5M+1.13%

HY P&L

-29.8M-2.58%

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/A402.4M

38.4%

2Consumer Electronics102.4M

9.8%

3Asset Management45.5M

4.3%

Top Industries by Stock Count

1N/A213 stocks

31.9%

2Software - Application20 stocks

3.0%

3Asset Management17 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM403.4K shares-2.23%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW87.3K shares1.01%2026-03-312026-05-13

MERCK & CO INC COM MERCK & CO INC COM262.4K shares0.39%2026-03-312026-05-13

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF302.5K shares19.96%2026-03-312026-05-13

MSFT MICROSOFT CORP COM73.7K shares0.61%2026-03-312026-05-13

NVDA NVIDIA CORPORATION COM128.3K shares5.38%2026-03-312026-05-13

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I36.2K shares-4.92%2026-03-312026-05-13

AMZN AMAZON COM INC COM96.7K shares2.08%2026-03-312026-05-13

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF115.7K shares-1.87%2026-03-312026-05-13

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A54.1K shares0.03%2026-03-312026-05-13

BIZD VANECK BDC INCOME ETF1.2M shares8.07%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS COM58.5K shares-0.15%2026-03-312026-05-13

SPY STATE STREET SPDR S&P 500 ETF21.4K shares-1.73%2026-03-312026-05-13

XOM EXXON MOBIL CORP COM81.4K shares-3.35%2026-03-312026-05-13

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR373.2K shares1.41%2026-03-312026-05-13

OBDC BLUE OWL CAPITAL CORPORATION COM1.2M shares-1.64%2026-03-312026-05-13

Sponsored

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C45.4K shares15.04%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO COM43.5K shares-4.95%2026-03-312026-05-13

SPGI S&P GLOBAL INC COM27.7K shares-0.53%2026-03-312026-05-13

VIG VANGUARD DIVIDEND APPRECIATION ETF51.8K shares2.68%2026-03-312026-05-13

BROADCOM INC COM BROADCOM INC COM34.4K shares4.45%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON COM41.0K shares-6.54%2026-03-312026-05-13

META META PLATFORMS INC CL A17.1K shares3.86%2026-03-312026-05-13

GLD SPDR GOLD SHARES21.8K shares10.48%2026-03-312026-05-13

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares0.00%2026-03-312026-05-13

VV VANGUARD LARGE-CAP ETF30.3K shares-9.20%2026-03-312026-05-13

ALERIAN MLP ETF ALERIAN MLP ETF166.0K shares-2.49%2026-03-312026-05-13

FSK FS KKR CAP CORP COM793.4K shares-0.36%2026-03-312026-05-13

HD HOME DEPOT INC COM24.2K shares3.02%2026-03-312026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF41.0K shares120.20%2026-03-312026-05-13

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF13.1K shares-8.70%2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF11.6K shares1.60%2026-03-312026-05-13

Sponsored

IEI ISHARES 3-7 YEAR TREASURY BOND ETF63.0K shares24.11%2026-03-312026-05-13

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF69.1K shares-2.14%2026-03-312026-05-13

OWL BLUE OWL CAPITAL INC COM CL A801.3K shares-20.88%2026-03-312026-05-13

TSLA TESLA INC COM19.5K shares-4.49%2026-03-312026-05-13

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF171.9K shares2.34%2026-03-312026-05-13

LLY ELI LILLY & CO COM6.9K shares-25.35%2026-03-312026-05-13

ABBV ABBVIE INC COM28.5K shares-3.27%2026-03-312026-05-13

V VISA INC COM CL A19.3K shares13.86%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP COM38.8K shares6.16%2026-03-312026-05-13

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF41.1K shares-10.62%2026-03-312026-05-13

VTV VANGUARD VALUE ETF27.5K shares1.77%2026-03-312026-05-13

IJH ISHARES CORE S&P MID-CAP ETF79.8K shares1.78%2026-03-312026-05-13

IEFA ISHARES CORE MSCI EAFE ETF58.8K shares8.69%2026-03-312026-05-13

IJR ISHARES CORE S&P SMALL CAP ETF41.6K shares3.27%2026-03-312026-05-13

BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN440.5K shares-3.05%2026-03-312026-05-13

TCPC BLACKROCK TCP CAPITAL CORP COM1.3M shares10.34%2026-03-312026-05-13

Sponsored

SOXX ISHARES SEMICONDUCTOR ETF14.0K shares1.09%2026-03-312026-05-13

BLACKSTONE INC COM BLACKSTONE INC COM37.4K shares-13.04%2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK MARKET ETF13.3K shares0.60%2026-03-312026-05-13

WMT WALMART INC COM33.4K shares-9.74%2026-03-312026-05-13

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF51.0K shares16.74%2026-03-312026-05-13

TXN TEXAS INSTRS INC COM19.7K shares22.36%2026-03-312026-05-13

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF103.1K shares1.09%2026-03-312026-05-13

CVX CHEVRON CORPORATION COM17.8K shares-16.70%2026-03-312026-05-13

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF66.6K shares-16.85%2026-03-312026-05-13

WFC WELLS FARGO & CO COM45.3K shares-0.12%2026-03-312026-05-13

UNP UNION PAC CORP COM14.7K shares7.09%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC COM10.6K shares-3.05%2026-03-312026-05-13

IUSG ISHARES CORE S&P U.S. GROWTH ETF22.9K shares17.67%2026-03-312026-05-13

GSBD GOLDMAN SACHS BDC INC SHS393.2K shares-1.69%2026-03-312026-05-13

XBI STATE STREET SPDR S&P BIOTECH ETF27.2K shares-7.83%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP COM19.0K shares8.83%2026-03-312026-05-13

Sponsored

FEGE FIRST EAGLE GLOBAL EQUITY ETF73.5K shares53.78%2026-03-312026-05-13

CHD CHURCH & DWIGHT CO INC COM36.3K shares1.13%2026-03-312026-05-13

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF47.9K shares-9.76%2026-03-312026-05-13

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK139.1K shares0.83%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO COM54.3K shares-4.14%2026-03-312026-05-13

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF66.4K shares-7.36%2026-03-312026-05-13

QUAL ISHARES MSCI USA QUALITY FACTOR ETF17.0K shares9.80%2026-03-312026-05-13

MS MORGAN STANLEY COM NEW19.8K shares-23.29%2026-03-312026-05-13

Sponsored

IVW ISHARES S&P 500 GROWTH ETF28.7K shares-1.20%2026-03-312026-05-13

HON HONEYWELL INTL INC COM14.3K shares12.26%2026-03-312026-05-13

GWW WW GRAINGER INC COM2.9K shares-26.63%2026-03-312026-05-13

VGT VANGUARD INFORMATION TECHNOLOGY ETF4.6K shares-15.80%2026-03-312026-05-13

AGNC AGNC INVT CORP COM316.8K shares-13.61%2026-03-312026-05-13

PG PROCTER & GAMBLE CO COM21.6K shares2.89%2026-03-312026-05-13

WINN HARBOR LONG-TERM GROWERS ETF110.2K shares-0.63%2026-03-312026-05-13

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST6.6K shares8.94%2026-03-312026-05-13

Sponsored

GE AEROSPACE COM NEW GE AEROSPACE COM NEW10.7K shares4.23%2026-03-312026-05-13

GEV GE VERNOVA INC COM3.5K shares5.17%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF79.0K shares-12.28%2026-03-312026-05-13

NFLX NETFLIX INC. COM31.1K shares16.75%2026-03-312026-05-13

VUG VANGUARD GROWTH ETF6.8K shares-14.10%2026-03-312026-05-13

BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF108.7K shares0.67%2026-03-312026-05-13

DVY ISHARES SELECT DIVIDEND ETF19.2K shares2.69%2026-03-312026-05-13

TJX TJX COS INC NEW COM17.6K shares-30.11%2026-03-312026-05-13

Sponsored

MA MASTERCARD INCORPORATED CL A5.6K shares-5.01%2026-03-312026-05-13

PPG PPG INDS INC COM25.6K shares7.36%2026-03-312026-05-13

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF29.8K shares126.90%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC COM3.2K shares24.01%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS8.0K shares34.80%2026-03-312026-05-13

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF43.8K shares-43.51%2026-03-312026-05-13

DHR DANAHER CORP DEL COM13.9K shares6.78%2026-03-312026-05-13

BAC BANK OF AMER CORP COM53.7K shares0.23%2026-03-312026-05-13

Sponsored

GDIV HARBOR DIVIDEND GROWTH LEADERS ETF156.5K shares-11.01%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION COM2.6K shares26.41%2026-03-312026-05-13

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF23.1K shares-11.16%2026-03-312026-05-13

MCO MOODYS CORP COM5.8K shares3.25%2026-03-312026-05-13

NEE NEXTERA ENERGY INC COM27.3K shares9.68%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC COM15.0K shares34.01%2026-03-312026-05-13

HDV ISHARES CORE HIGH DIVIDEND ETF18.1K shares-0.55%2026-03-312026-05-13

CB CHUBB LTD SWITZ COM7.4K shares2.34%2026-03-312026-05-13

Sponsored

VO VANGUARD MID-CAP ETF8.4K shares0.20%2026-03-312026-05-13

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF106.2K shares-8.14%2026-03-312026-05-13

IVE ISHARES S&P 500 VALUE ETF11.1K shares-6.11%2026-03-312026-05-13

FDX FEDEX CORP COM6.6K shares7.59%2026-03-312026-05-13

TLTW ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF103.3K sharesnew addition2026-03-312026-05-13

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS11.1K shares-18.02%2026-03-312026-05-13

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF89.8K shares-1.20%2026-03-312026-05-13

RTX RTX CORPORATION COM11.3K shares-5.21%2026-03-312026-05-13

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC COM13.7K shares-25.47%2026-03-312026-05-13

BRO BROWN & BROWN INC COM32.9K shares11.94%2026-03-312026-05-13

IBB ISHARES BIOTECHNOLOGY ETF12.7K shares-5.30%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING INC COM10.4K shares-20.82%2026-03-312026-05-13

SDY STATE STREET SPDR S&P DIVIDEND ETF14.5K shares0.00%2026-03-312026-05-13

NMFC NEW MTN FIN CORP COM271.2K shares-35.52%2026-03-312026-05-13

IWM ISHARES RUSSELL 2000 ETF8.4K shares168.38%2026-03-312026-05-13

IWF ISHARES RUSSELL 1000 GROWTH ETF4.9K shares-10.71%2026-03-312026-05-13

Sponsored

ASML ASML HLDG NV N Y REGISTRY SHS1.6K shares-30.24%2026-03-312026-05-13

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF44.7K shares10.45%2026-03-312026-05-13

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF14.0K shares-12.35%2026-03-312026-05-13

PEP PEPSICO INC COM13.0K shares-7.37%2026-03-312026-05-13

DIS DISNEY WALT CO COM21.0K shares-23.34%2026-03-312026-05-13

CSCO CISCO SYS INC COM25.7K shares-8.53%2026-03-312026-05-13

MEDTRONIC PLC SHS MEDTRONIC PLC SHS22.8K shares-21.89%2026-03-312026-05-13

KFY KORN FERRY COM NEW31.0K shares0.25%2026-03-312026-05-13

Sponsored

SPGP INVESCO S&P 500 GARP ETF17.9K shares-1.14%2026-03-312026-05-13

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF33.8K shares41.82%2026-03-312026-05-13

VONG VANGUARD RUSSELL 1000 GROWTH ETF17.4K shares20.08%2026-03-312026-05-13

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF32.6K shares-10.33%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC COM10.9K shares-27.14%2026-03-312026-05-13

VFH VANGUARD FINANCIALS ETF15.4K shares-10.22%2026-03-312026-05-13

VBK VANGUARD SMALL-CAP GROWTH ETF6.1K shares-0.02%2026-03-312026-05-13

INTC INTEL CORP COM40.3K shares0.52%2026-03-312026-05-13

Sponsored

COP CONOCOPHILLIPS COM13.4K shares1.86%2026-03-312026-05-13

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF33.6K shares102.57%2026-03-312026-05-13

CITIGROUP INC COM NEW CITIGROUP INC COM NEW15.6K shares-13.30%2026-03-312026-05-13

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND23.3K shares-15.40%2026-03-312026-05-13

EATON CORP PLC SHS EATON CORP PLC SHS4.8K shares-39.82%2026-03-312026-05-13

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF15.6K shares-6.54%2026-03-312026-05-13

NEM NEWMONT CORP COM15.7K shares16.47%2026-03-312026-05-13

VEA VANGUARD FTSE DEVELOPED MARKETS ETF26.4K shares68.92%2026-03-312026-05-13

Sponsored

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND30.4K shares-3.25%2026-03-312026-05-13

SCHD SCHWAB US DIVIDEND EQUITY ETF54.3K shares11.15%2026-03-312026-05-13

GPZ VANECK ALTERNATIVE ASSET MANAGER ETF77.5K shares191.22%2026-03-312026-05-13

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN34.5K shares0.40%2026-03-312026-05-13

FTCB FIRST TRUST CORE INVESTMENT GRADE ETF78.5K shares-0.71%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC COM8.1K shares20.26%2026-03-312026-05-13

AVUV AVANTIS U.S. SMALL CAP VALUE ETF14.8K shares15.18%2026-03-312026-05-13

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF29.1K shares-3.61%2026-03-312026-05-13

Sponsored

AMT AMERICAN TOWER CORP COM9.3K shares-12.35%2026-03-312026-05-13

BDX BECTON DICKINSON & CO COM10.2K shares31.63%2026-03-312026-05-13

ISHARES GOLD TRUST ISHARES GOLD TRUST18.0K shares0.52%2026-03-312026-05-13

KO COCA COLA CO COM20.8K shares-4.72%2026-03-312026-05-13

SHY ISHARES 1-3 YEAR TREASURY BOND ETF18.9K shares-8.44%2026-03-312026-05-13

IEUR ISHARES CORE MSCI EUROPE ETF22.2K shares296.31%2026-03-312026-05-13

BP BP PLC SPONSORED ADR33.0K shares-6.38%2026-03-312026-05-13

VB VANGUARD SMALL-CAP ETF5.9K shares-3.00%2026-03-312026-05-13

Sponsored

CNC CENTENE CORP DEL COM46.6K shares-5.77%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP COM5.5K shares12.90%2026-03-312026-05-13

AMGN AMGEN INC COM4.3K shares-1.27%2026-03-312026-05-13

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF26.3K shares3.82%2026-03-312026-05-13

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS12.0K shares-13.27%2026-03-312026-05-13

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF9.1K shares0.16%2026-03-312026-05-13

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD7.5K sharesnew addition2026-03-312026-05-13

CRM SALESFORCE INC COM7.9K shares18.33%2026-03-312026-05-13

Sponsored

BTI BRITISH AMERN TOB PLC SPONSORED ADR25.2K shares76.36%2026-03-312026-05-13

LOW LOWES COS INC COM6.2K shares3.72%2026-03-312026-05-13

BRC BRADY CORP CL A17.7K shares0.00%2026-03-312026-05-13

SCHX SCHWAB U.S. LARGE-CAP ETF55.9K shares13.70%2026-03-312026-05-13

CMCSA COMCAST CORP NEW CL A49.8K shares66.38%2026-03-312026-05-13

ESGU ISHARES ESG AWARE MSCI USA ETF10.1K shares-2.24%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP COM11.9K shares33.85%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC CL A9.5K shares-10.42%2026-03-312026-05-13

Sponsored

NVS NOVARTIS AG SPONSORED ADR9.1K shares-1.45%2026-03-312026-05-13

EIX EDISON INTL COM18.8K shares3.78%2026-03-312026-05-13

GM GENERAL MTRS CO COM18.5K shares-10.45%2026-03-312026-05-13

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW24.0K shares58.25%2026-03-312026-05-13

SYK STRYKER CORPORATION COM4.1K shares-40.04%2026-03-312026-05-13

APH AMPHENOL CORP CL A10.7K shares45.16%2026-03-312026-05-13

MCD MCDONALDS CORP COM4.3K shares1.33%2026-03-312026-05-13

IUSV ISHARES CORE S&P US VALUE ETF13.1K shares4.85%2026-03-312026-05-13

Sponsored

URA GLOBAL X URANIUM ETF27.2K shares14.51%2026-03-312026-05-13

CENCORA INC COM CENCORA INC COM4.1K shares-61.53%2026-03-312026-05-13

BLACKROCK INC COM BLACKROCK INC COM1.3K shares9.88%2026-03-312026-05-13

FTHY FIRST TR HIGH YIELD OPPRT 2027 COM95.2K shares0.00%2026-03-312026-05-13

VTWO VANGUARD RUSSELL 2000 ETF12.8K shares1.11%2026-03-312026-05-13

ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW60.6K shares-0.51%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP COM2.1K shares20.02%2026-03-312026-05-13

LINDE PLC SHS LINDE PLC SHS2.5K shares7.16%2026-03-312026-05-13

Sponsored

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF27.2K shares13.90%2026-03-312026-05-13

IWS ISHARES RUSSELL MID-CAP VALUE ETF8.5K shares-1.25%2026-03-312026-05-13

PCG PG&E CORP COM70.8K shares-0.40%2026-03-312026-05-13

CAT CATERPILLAR INC COM1.8K shares-2.12%2026-03-312026-05-13

SHEL SHELL PLC SPON ADS13.3K shares0.95%2026-03-312026-05-13

FIX COMFORT SYS USA INC COM887 shares2.54%2026-03-312026-05-13

MSCI MSCI INC COM2.3K shares40.87%2026-03-312026-05-13

NKE NIKE INC CL B23.1K shares-12.16%2026-03-312026-05-13

Sponsored

WM WASTE MGMT INC DEL COM5.3K shares14.54%2026-03-312026-05-13

HCA HCA HEALTHCARE INC COM2.6K shares28.66%2026-03-312026-05-13

GOVT ISHARES U.S. TREASURY BOND ETF53.0K shares225.56%2026-03-312026-05-13

NOW SERVICENOW INC COM11.6K shares19.30%2026-03-312026-05-13

IWP ISHARES RUSSELL MID-CAP GROWTH ETF9.4K shares11.85%2026-03-312026-05-13

SLB SLB LIMITED COM STK23.5K shares84.57%2026-03-312026-05-13

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.5K shares0.46%2026-03-312026-05-13

PSX PHILLIPS 66 COM6.6K shares8.84%2026-03-312026-05-13

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EFV ISHARES MSCI EAFE VALUE ETF15.9K shares-14.22%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC CL B19.6K shares19.90%2026-03-312026-05-13

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF22.1K shares77.06%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC COM2.3K shares5.02%2026-03-312026-05-13

LULU LULULEMON ATHLETICA INC COM7.4K shares-7.57%2026-03-312026-05-13

DG DOLLAR GEN CORP COM9.5K shares11.03%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC COM2.5K shares24.34%2026-03-312026-05-13

AMAT APPLIED MATLS INC COM3.3K shares13.16%2026-03-312026-05-13

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PLD PROLOGIS INC. COM8.3K shares25.85%2026-03-312026-05-13

SMH VANECK SEMICONDUCTOR ETF2.8K shares-12.05%2026-03-312026-05-13

WMB WILLIAMS COS INC COM15.0K shares-1.77%2026-03-312026-05-13

THE CIGNA GROUP COM THE CIGNA GROUP COM4.1K shares-3.53%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC COM14.7K shares13.16%2026-03-312026-05-13

SNPS SYNOPSYS INC COM2.7K shares69.66%2026-03-312026-05-13

FTI TECHNIPFMC PLC COM15.2K shares6.20%2026-03-312026-05-13

AXON AXON ENTERPRISE INC COM2.5K shares125.48%2026-03-312026-05-13

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MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF4.3K shares6.56%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC COM NEW2.3K shares15.18%2026-03-312026-05-13

VBR VANGUARD SMALL CAP VALUE ETF4.8K shares-0.81%2026-03-312026-05-13

INTU INTUIT COM2.4K shares23.00%2026-03-312026-05-13

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF12.5K shares-37.94%2026-03-312026-05-13

USMV ISHARES MSCI USA MIN VOL FACTOR ETF10.7K shares-0.22%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO COM11.6K shares18.00%2026-03-312026-05-13

CME CME GROUP INC COM3.3K shares10.32%2026-03-312026-05-13

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SHOP SHOPIFY INC CL A SUB VTG SHS8.3K shares0.65%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC COM4.7K shares5.72%2026-03-312026-05-13

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -12.0K shares31.48%2026-03-312026-05-13

ET ENERGY TRANSFER L P COM UT LTD PTN50.2K shares0.99%2026-03-312026-05-13

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF27.2K shares19.04%2026-03-312026-05-13

AMP AMERIPRISE FINL INC COM2.2K shares8.32%2026-03-312026-05-13

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND15.1K shares1.18%2026-03-312026-05-13

MCK MCKESSON CORP COM1.1K shares0.73%2026-03-312026-05-13

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ELV ELEVANCE HEALTH INC FORMERLY A COM3.3K shares56.01%2026-03-312026-05-13

SCHZ SCHWAB US AGGREGATE BOND ETF41.0K shares28.55%2026-03-312026-05-13

CHYM CHIME FINL INC COM SHS CL A50.5K shares-1.11%2026-03-312026-05-13

CALF PACER US SMALL CAP CASH COWS ETF20.8K shares-6.81%2026-03-312026-05-13

CMI CUMMINS INC COM1.7K shares32.47%2026-03-312026-05-13

GILD GILEAD SCIENCES INC COM6.6K shares1.97%2026-03-312026-05-13

SBUX STARBUCKS CORP COM10.1K shares-5.12%2026-03-312026-05-13

IWR ISHARES RUSSELL MIDCAP ETF9.3K shares7.95%2026-03-312026-05-13

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TOL TOLL BROTHERS INC COM6.6K shares0.60%2026-03-312026-05-13

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF40.0K shares0.00%2026-03-312026-05-13

IMO IMPERIAL OIL LTD COM NEW6.9K shares-9.03%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO COM2.8K shares-50.64%2026-03-312026-05-13

WPM WHEATON PRECIOUS METALS CORP COM6.8K shares44.44%2026-03-312026-05-13

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK7.6K shares139.42%2026-03-312026-05-13

ALL ALLSTATE CORP COM4.2K shares-3.18%2026-03-312026-05-13

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OKE ONEOK INC NEW COM9.6K shares77.06%2026-03-312026-05-13

ACWI ISHARES MSCI ACWI ETF6.2K shares-5.83%2026-03-312026-05-13

EFG ISHARES MSCI EAFE GROWTH ETF7.7K shares290.60%2026-03-312026-05-13

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF10.8K shares-25.49%2026-03-312026-05-13

ADBE ADOBE INC COM3.5K shares5.47%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP COM13.6K shares27.78%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A SHS1.7K shares47.14%2026-03-312026-05-13

JBHT HUNT J B TRANS SVCS INC COM4.0K shares6.56%2026-03-312026-05-13

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EFA ISHARES MSCI EAFE ETF8.6K shares-7.35%2026-03-312026-05-13

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF10.8K shares62.47%2026-03-312026-05-13

USB US BANCORP COM NEW16.1K shares16.36%2026-03-312026-05-13

WY WEYERHAEUSER CO COM NEW34.2K shares136.56%2026-03-312026-05-13

FMX FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS7.5K shares50.81%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS6.6K shares0.08%2026-03-312026-05-13

WDAY WORKDAY INC CL A6.4K shares72.82%2026-03-312026-05-13

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WDC WESTERN DIGITAL CORP COM3.0K shares0.00%2026-03-312026-05-13

MBB ISHARES MBS ETF8.6K shares24.22%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC COM3.0K shares2.81%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L P COM21.3K shares-5.44%2026-03-312026-05-13

MMM 3M CO COM5.5K shares-13.08%2026-03-312026-05-13

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TDG TRANSDIGM GROUP INC COM688 shares21.13%2026-03-312026-05-13

SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF27.1K shares-41.63%2026-03-312026-05-13

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ZM ZOOM COMMUNICATIONS INC CL A9.9K shares-54.66%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS COM1.0K shares5.23%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO COM2.6K shares25.29%2026-03-312026-05-13

KKR & CO INC COM KKR & CO INC COM8.6K shares14.94%2026-03-312026-05-13

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF17.4K shares0.00%2026-03-312026-05-13

IAT ISHARES U.S. REGIONAL BANKS ETF14.5K shares0.00%2026-03-312026-05-13

CIEN CIENA CORP COM NEW2.0K shares-12.82%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC COM6.8K shares150.81%2026-03-312026-05-13

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INCY INCYTE CORP COM8.2K shares-1.09%2026-03-312026-05-13

FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY14.5K shares-2.66%2026-03-312026-05-13

BA BOEING CO COM3.8K shares20.15%2026-03-312026-05-13

DHI D R HORTON INC COM5.5K shares-34.31%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP COM9.7K shares55.00%2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GROUP COM9.2K shares128.97%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC CL A12.8K shares-0.68%2026-03-312026-05-13

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CRH PLC ORD CRH PLC ORD6.9K shares34.55%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC COM2.5K shares18.44%2026-03-312026-05-13

LH LABCORP HOLDINGS INC COM SHS2.7K shares8.12%2026-03-312026-05-13

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF14.4K shares47.26%2026-03-312026-05-13

ABNB AIRBNB INC COM CL A5.7K shares-42.68%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC COM5.4K shares33.63%2026-03-312026-05-13

IWB ISHARES RUSSELL 1000 ETF2.0K shares-33.90%2026-03-312026-05-13

CVS CVS HEALTH CORP COM9.8K shares-7.69%2026-03-312026-05-13

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QCOM QUALCOMM INC COM5.5K shares-35.63%2026-03-312026-05-13

ITB ISHARES U.S. HOME CONSTRUCTION ETF7.8K shares183.29%2026-03-312026-05-13

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CRWD CROWDSTRIKE HLDGS INC CL A1.8K shares-14.26%2026-03-312026-05-13

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VZ VERIZON COMMUNICATIONS INC COM13.7K shares-1.10%2026-03-312026-05-13

CHRW C H ROBINSON WORLDWIDE IN COM NEW4.1K shares-8.76%2026-03-312026-05-13

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CGGR CAPITAL GROUP GROWTH ETF16.9K shares4.92%2026-03-312026-05-13

VONV VANGUARD RUSSELL 1000 VALUE ETF7.2K shares-12.97%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC SHS1.6K shares-54.46%2026-03-312026-05-13

GLW CORNING INC COM4.9K shares5.16%2026-03-312026-05-13

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UHS UNIVERSAL HLTH SVCS INC CL B3.7K shares52.92%2026-03-312026-05-13

CFG CITIZENS FINL GROUP INC COM11.1K shares15.96%2026-03-312026-05-13

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SCHW SCHWAB CHARLES CORP COM7.0K shares14.26%2026-03-312026-05-13

FNV FRANCO NEV CORP COM2.7K shares84.62%2026-03-312026-05-13

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CHTR CHARTER COMMUNICATIONS INC CL A3.1K shares76.21%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC COM156 shares7.59%2026-03-312026-05-13

FICO FAIR ISAAC CORP COM615 shares88.65%2026-03-312026-05-13

IGM ISHARES EXPANDED TECH SECTOR ETF5.5K shares-6.28%2026-03-312026-05-13

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FUMB FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF32.4K shares158.65%2026-03-312026-05-13

TER TERADYNE INC COM2.2K shares-8.10%2026-03-312026-05-13

KRYS KRYSTAL BIOTECH INC COM2.5K shares49.46%2026-03-312026-05-13

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UAL UNITED AIRLS HLDGS INC COM6.9K shares15.82%2026-03-312026-05-13

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HLN HALEON PLC SPON ADS62.9K shares51.03%2026-03-312026-05-13

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SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF10.5K shares31.88%2026-03-312026-05-13

FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND6.8K shares-0.58%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP COM676 shares1.20%2026-03-312026-05-13

COMP COMPASS INC CL A82.5K sharesnew addition2026-03-312026-05-13

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SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF12.1K shares99.24%2026-03-312026-05-13

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NOC NORTHROP GRUMMAN CORP COM775 shares13.80%2026-03-312026-05-13

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NYT NEW YORK TIMES CO MTN BE CL A6.1K shares18.58%2026-03-312026-05-13

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FTNT FORTINET INC COM5.9K shares-2.29%2026-03-312026-05-13

BURL BURLINGTON STORES INC COM1.5K sharesnew addition2026-03-312026-05-13

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MEDP MEDPACE HLDGS INC COM907 shares-29.25%2026-03-312026-05-13

PRU PRUDENTIAL FINL INC COM4.4K shares6.35%2026-03-312026-05-13

URI UNITED RENTALS INC COM595 shares-0.83%2026-03-312026-05-13

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HII HUNTINGTON INGALLS INDS INC COM1.1K shares6.65%2026-03-312026-05-13

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T AT&T INC COM14.9K shares2.03%2026-03-312026-05-13

SHLD GLOBAL X DEFENSE TECH ETF6.1K sharesnew addition2026-03-312026-05-13

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AMKR AMKOR TECHNOLOGY INC COM9.5K shares5.04%2026-03-312026-05-13

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FNF FIDELITY NATL FINL INC COM SHS9.1K shares-5.73%2026-03-312026-05-13

NUE NUCOR CORP COM2.5K shares0.81%2026-03-312026-05-13

Sponsored

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF10.7K shares0.00%2026-03-312026-05-13

SKYY FIRST TRUST CLOUD COMPUTING ETF3.8K shares-25.80%2026-03-312026-05-13

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF8.6K shares2.03%2026-03-312026-05-13

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF5.3K shares0.00%2026-03-312026-05-13

ATO ATMOS ENERGY CORP COM2.2K shares0.59%2026-03-312026-05-13

TFC TRUIST FINL CORP COM9.0K shares-4.84%2026-03-312026-05-13

MKTX MARKETAXESS HLDGS INC COM2.5K shares-1.43%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC COM1.2K shares1.80%2026-03-312026-05-13

Sponsored

CW CURTISS WRIGHT CORP COM599 shares-3.23%2026-03-312026-05-13

BCX BLACKROCK RES & COMMODITIES ST SHS33.8K shares171.29%2026-03-312026-05-13

ORI OLD REP INTL CORP COM10.2K shares-14.14%2026-03-312026-05-13

BWA BORGWARNER INC COM7.5K shares-1.54%2026-03-312026-05-13

EXR EXTRA SPACE STORAGE INC COM3.1K sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC COM6.1K shares-6.26%2026-03-312026-05-13

TXT TEXTRON INC COM4.6K shares4.07%2026-03-312026-05-13

YUM YUM BRANDS INC COM2.6K shares-0.96%2026-03-312026-05-13

Sponsored

IVZ INVESCO LTD SHS16.5K shares14.49%2026-03-312026-05-13

IT GARTNER INC COM2.5K shares-7.28%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.0K shares10.50%2026-03-312026-05-13

VPL VANGUARD FTSE PACIFIC ETF4.0K shares-68.78%2026-03-312026-05-13

CLOA ISHARES AAA CLO ACTIVE ETF7.5K shares0.49%2026-03-312026-05-13

RSG REPUBLIC SVCS INC COM1.8K sharesnew addition2026-03-312026-05-13

LYG LLOYDS BANKING GROUP PLC SPONSORED ADR77.6K shares31.41%2026-03-312026-05-13

EQIX EQUINIX INC COM398 shares33.56%2026-03-312026-05-13

Sponsored

VLO VALERO ENERGY CORP COM1.6K shares2.82%2026-03-312026-05-13

ITT INC COM ITT INC COM2.0K shares66.42%2026-03-312026-05-13

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF4.6K shares13.90%2026-03-312026-05-13

FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE6.8K shares0.00%2026-03-312026-05-13

TGT TARGET CORP COM3.2K shares24.57%2026-03-312026-05-13

JHG JANUS HENDERSON GROUP PLC ORD SHS7.5K shares0.53%2026-03-312026-05-13

VMC VULCAN MATLS CO COM1.4K shares-17.57%2026-03-312026-05-13

RL RALPH LAUREN CORP CL A1.1K shares2.40%2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW2.9K shares2.97%2026-03-312026-05-13

AKAM AKAMAI TECHNOLOGIES INC COM3.3K shares0.94%2026-03-312026-05-13

RIG TRANSOCEAN LTD REGISTERED SHS57.4K shares215.86%2026-03-312026-05-13

MPC MARATHON PETE CORP COM1.6K shares21.75%2026-03-312026-05-13

CCJ CAMECO CORP COM3.5K shares21.42%2026-03-312026-05-13

IYE ISHARES U.S. ENERGY ETF5.9K sharesnew addition2026-03-312026-05-13

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF3.5K shares-8.45%2026-03-312026-05-13

EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF3.9K shares-67.70%2026-03-312026-05-13

Sponsored

RELX RELX PLC SPONSORED ADR11.4K sharesnew addition2026-03-312026-05-13

IPGP IPG PHOTONICS CORP COM3.3K sharesnew addition2026-03-312026-05-13

OHI OMEGA HEALTHCARE INVS INC COM8.6K shares-0.74%2026-03-312026-05-13

XYLD GLOBAL X S&P 500 COVERED CALL ETF9.6K shares7.65%2026-03-312026-05-13

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS12.3K shares0.13%2026-03-312026-05-13

EQR EQUITY RESIDENTIAL SH BEN INT6.2K shares56.57%2026-03-312026-05-13

BR BROADRIDGE FINL SOLUTIONS INC COM2.3K shares-72.61%2026-03-312026-05-13

D DOMINION ENERGY INC COM5.9K shares-4.07%2026-03-312026-05-13

Sponsored

ETHA ISHARES ETHEREUM TRUST ETF22.8K shares-1.24%2026-03-312026-05-13

TMUS T-MOBILE US INC COM1.7K shares46.99%2026-03-312026-05-13

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF11.2K sharesnew addition2026-03-312026-05-13

VDC VANGUARD CONSUMER STAPLES ETF1.6K shares43.40%2026-03-312026-05-13

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF5.7K shares0.00%2026-03-312026-05-13

WCC WESCO INTL INC COM1.3K shares29.75%2026-03-312026-05-13

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF10.8K sharesnew addition2026-03-312026-05-13

DEO DIAGEO PLC SPON ADR NEW4.7K shares-23.31%2026-03-312026-05-13

Sponsored

ABT ABBOTT LABORATORIES COM3.4K shares1.45%2026-03-312026-05-13

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM3.2K shares28.15%2026-03-312026-05-13

DGRO ISHARES CORE DIVIDEND GROWTH ETF5.0K shares0.06%2026-03-312026-05-13

SF STIFEL FINL CORP COM4.7K shares121.09%2026-03-312026-05-13

AZO AUTOZONE INC COM103 shares-25.90%2026-03-312026-05-13

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF15.9K shares0.00%2026-03-312026-05-13

UAMY UNITED STATES ANTIMONY CORP COM39.7K sharesnew addition2026-03-312026-05-13

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF6.5K shares-9.22%2026-03-312026-05-13

Sponsored

CTVA CORTEVA INC COM4.1K shares-26.44%2026-03-312026-05-13

GL GLOBE LIFE INC COM2.5K shares9.27%2026-03-312026-05-13

NE NOBLE CORP PLC ORD SHS A7.0K sharesnew addition2026-03-312026-05-13

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF3.1K sharesnew addition2026-03-312026-05-13

AAPL

APPLE INC COM

-2.23%

Shares403.4K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL CL B NEW

1.01%

Shares87.3K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC COM

0.39%

Shares262.4K

Event2026-03-31

Filed2026-05-13

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

19.96%

Shares302.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP COM

0.61%

Shares73.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION COM

5.38%

Shares128.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TRUST SERIES I

-4.92%

Shares36.2K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC COM

2.08%

Shares96.7K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-1.87%

Shares115.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL A

0.03%

Shares54.1K

Event2026-03-31

Filed2026-05-13

BIZD

VANECK BDC INCOME ETF

8.07%

Shares1.2M

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS COM

-0.15%

Shares58.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STREET SPDR S&P 500 ETF

-1.73%

Shares21.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP COM

-3.35%

Shares81.4K

Event2026-03-31

Filed2026-05-13

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

1.41%

Shares373.2K

Event2026-03-31

Filed2026-05-13

OBDC

BLUE OWL CAPITAL CORPORATION COM

-1.64%

Shares1.2M

Event2026-03-31

Filed2026-05-13

ALPHABET INC CAP STK CL C

15.04%

Shares45.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO COM

-4.95%

Shares43.5K

Event2026-03-31

Filed2026-05-13

SPGI

S&P GLOBAL INC COM

-0.53%

Shares27.7K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD DIVIDEND APPRECIATION ETF

2.68%

Shares51.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC COM

4.45%

Shares34.4K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON COM

-6.54%

Shares41.0K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC CL A

3.86%

Shares17.1K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD SHARES

10.48%

Shares21.8K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares13

Event2026-03-31

Filed2026-05-13

VANGUARD LARGE-CAP ETF

-9.20%

Shares30.3K

Event2026-03-31

Filed2026-05-13

ALERIAN MLP ETF

-2.49%

Shares166.0K

Event2026-03-31

Filed2026-05-13

FSK

FS KKR CAP CORP COM

-0.36%

Shares793.4K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC COM

3.02%

Shares24.2K

Event2026-03-31

Filed2026-05-13

INVESCO S&P 500 EQUAL WEIGHT ETF

120.20%

Shares41.0K

Event2026-03-31

Filed2026-05-13

VANGUARD S&P 500 ETF

-8.70%

Shares13.1K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES CORE S&P 500 ETF

1.60%

Shares11.6K

Event2026-03-31

Filed2026-05-13

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

24.11%

Shares63.0K

Event2026-03-31

Filed2026-05-13

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-2.14%

Shares69.1K

Event2026-03-31

Filed2026-05-13

OWL

BLUE OWL CAPITAL INC COM CL A

-20.88%

Shares801.3K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC COM

-4.49%

Shares19.5K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

2.34%

Shares171.9K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO COM

-25.35%

Shares6.9K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC COM

-3.27%

Shares28.5K

Event2026-03-31

Filed2026-05-13

VISA INC COM CL A

13.86%

Shares19.3K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP COM

6.16%

Shares38.8K

Event2026-03-31

Filed2026-05-13

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-10.62%

Shares41.1K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD VALUE ETF

1.77%

Shares27.5K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES CORE S&P MID-CAP ETF

1.78%

Shares79.8K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES CORE MSCI EAFE ETF

8.69%

Shares58.8K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES CORE S&P SMALL CAP ETF

3.27%

Shares41.6K

Event2026-03-31

Filed2026-05-13

BGB

BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN

-3.05%

Shares440.5K

Event2026-03-31

Filed2026-05-13

TCPC

BLACKROCK TCP CAPITAL CORP COM

10.34%

Shares1.3M

Event2026-03-31

Filed2026-05-13

SOXX

ISHARES SEMICONDUCTOR ETF

1.09%

Shares14.0K

Event2026-03-31

Filed2026-05-13

BLACKSTONE INC COM

-13.04%

Shares37.4K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD TOTAL STOCK MARKET ETF

0.60%

Shares13.3K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC COM

-9.74%

Shares33.4K

Event2026-03-31

Filed2026-05-13

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

16.74%

Shares51.0K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC COM

22.36%

Shares19.7K

Event2026-03-31

Filed2026-05-13

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

1.09%

Shares103.1K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION COM

-16.70%

Shares17.8K

Event2026-03-31

Filed2026-05-13

XLG

INVESCO S&P 500 TOP 50 ETF

-16.85%

Shares66.6K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO COM

-0.12%

Shares45.3K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP COM

7.09%

Shares14.7K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC COM

-3.05%

Shares10.6K

Event2026-03-31

Filed2026-05-13

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

17.67%

Shares22.9K

Event2026-03-31

Filed2026-05-13

GSBD

GOLDMAN SACHS BDC INC SHS

-1.69%

Shares393.2K

Event2026-03-31

Filed2026-05-13

XBI

STATE STREET SPDR S&P BIOTECH ETF

-7.83%

Shares27.2K

Event2026-03-31

Filed2026-05-13

COF

CAPITAL ONE FINL CORP COM

8.83%

Shares19.0K

Event2026-03-31

Filed2026-05-13

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

53.78%

Shares73.5K

Event2026-03-31

Filed2026-05-13

CHD

CHURCH & DWIGHT CO INC COM

1.13%

Shares36.3K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-9.76%

Shares47.9K

Event2026-03-31

Filed2026-05-13

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

0.83%

Shares139.1K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO COM

-4.14%

Shares54.3K

Event2026-03-31

Filed2026-05-13

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-7.36%

Shares66.4K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

9.80%

Shares17.0K

Event2026-03-31

Filed2026-05-13

MORGAN STANLEY COM NEW

-23.29%

Shares19.8K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES S&P 500 GROWTH ETF

-1.20%

Shares28.7K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC COM

12.26%

Shares14.3K

Event2026-03-31

Filed2026-05-13

GWW

WW GRAINGER INC COM

-26.63%

Shares2.9K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-15.80%

Shares4.6K

Event2026-03-31

Filed2026-05-13

AGNC

AGNC INVT CORP COM

-13.61%

Shares316.8K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO COM

2.89%

Shares21.6K

Event2026-03-31

Filed2026-05-13

WINN

HARBOR LONG-TERM GROWERS ETF

-0.63%

Shares110.2K

Event2026-03-31

Filed2026-05-13

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

8.94%

Shares6.6K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE COM NEW

4.23%

Shares10.7K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC COM

5.17%

Shares3.5K

Event2026-03-31

Filed2026-05-13

IBIT

ISHARES BITCOIN TRUST ETF

-12.28%

Shares79.0K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC. COM

16.75%

Shares31.1K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD GROWTH ETF

-14.10%

Shares6.8K

Event2026-03-31

Filed2026-05-13

BUFG

FT VEST BUFFERED ALLOCATION GROWTH ETF

0.67%

Shares108.7K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES SELECT DIVIDEND ETF

2.69%

Shares19.2K

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW COM

-30.11%

Shares17.6K

Event2026-03-31

Filed2026-05-13

MASTERCARD INCORPORATED CL A

-5.01%

Shares5.6K

Event2026-03-31

Filed2026-05-13

PPG

PPG INDS INC COM

7.36%

Shares25.6K

Event2026-03-31

Filed2026-05-13

BIL

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

126.90%

Shares29.8K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC COM

24.01%

Shares3.2K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

34.80%

Shares8.0K

Event2026-03-31

Filed2026-05-13

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-43.51%

Shares43.8K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL COM

6.78%

Shares13.9K

Event2026-03-31

Filed2026-05-13

BAC

BANK OF AMER CORP COM

0.23%

Shares53.7K

Event2026-03-31

Filed2026-05-13

GDIV

HARBOR DIVIDEND GROWTH LEADERS ETF

-11.01%

Shares156.5K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION COM

26.41%

Shares2.6K

Event2026-03-31

Filed2026-05-13

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-11.16%

Shares23.1K

Event2026-03-31

Filed2026-05-13

MCO

MOODYS CORP COM

3.25%

Shares5.8K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC COM

9.68%

Shares27.3K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC COM

34.01%

Shares15.0K

Event2026-03-31

Filed2026-05-13

HDV

ISHARES CORE HIGH DIVIDEND ETF

-0.55%

Shares18.1K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ COM

2.34%

Shares7.4K

Event2026-03-31

Filed2026-05-13

VANGUARD MID-CAP ETF

0.20%

Shares8.4K

Event2026-03-31

Filed2026-05-13

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

-8.14%

Shares106.2K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES S&P 500 VALUE ETF

-6.11%

Shares11.1K

Event2026-03-31

Filed2026-05-13

FDX

FEDEX CORP COM

7.59%

Shares6.6K

Event2026-03-31

Filed2026-05-13

TLTW

ISHARES 20 YEAR TREASURY BOND BUYWRITE STRATEGY ETF

New

Shares103.3K

Event2026-03-31

Filed2026-05-13

TE CONNECTIVITY PLC ORD SHS

-18.02%

Shares11.1K

Event2026-03-31

Filed2026-05-13

UCON

FIRST TRUST SMITH UNCONSTRAINED BOND ETF

-1.20%

Shares89.8K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION COM

-5.21%

Shares11.3K

Event2026-03-31

Filed2026-05-13

ICE

INTERCONTINENTAL EXCHANGE INC COM

-25.47%

Shares13.7K

Event2026-03-31

Filed2026-05-13

BRO

BROWN & BROWN INC COM

11.94%

Shares32.9K

Event2026-03-31

Filed2026-05-13

IBB

ISHARES BIOTECHNOLOGY ETF

-5.30%

Shares12.7K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING INC COM

-20.82%

Shares10.4K

Event2026-03-31

Filed2026-05-13

SDY

STATE STREET SPDR S&P DIVIDEND ETF

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-13

NMFC

NEW MTN FIN CORP COM

-35.52%

Shares271.2K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES RUSSELL 2000 ETF

168.38%

Shares8.4K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-10.71%

Shares4.9K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV N Y REGISTRY SHS

-30.24%

Shares1.6K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

10.45%

Shares44.7K

Event2026-03-31

Filed2026-05-13

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-12.35%

Shares14.0K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC COM

-7.37%

Shares13.0K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO COM

-23.34%

Shares21.0K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC COM

-8.53%

Shares25.7K

Event2026-03-31

Filed2026-05-13

MEDTRONIC PLC SHS

-21.89%

Shares22.8K

Event2026-03-31

Filed2026-05-13

KFY

KORN FERRY COM NEW

0.25%

Shares31.0K

Event2026-03-31

Filed2026-05-13

SPGP

INVESCO S&P 500 GARP ETF

-1.14%

Shares17.9K

Event2026-03-31

Filed2026-05-13

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

41.82%

Shares33.8K

Event2026-03-31

Filed2026-05-13

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

20.08%

Shares17.4K

Event2026-03-31

Filed2026-05-13

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-10.33%

Shares32.6K

Event2026-03-31

Filed2026-05-13

MMC

MARSH & MCLENNAN COS INC COM

-27.14%

Shares10.9K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD FINANCIALS ETF

-10.22%

Shares15.4K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD SMALL-CAP GROWTH ETF

-0.02%

Shares6.1K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP COM

0.52%

Shares40.3K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS COM

1.86%

Shares13.4K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

102.57%

Shares33.6K

Event2026-03-31

Filed2026-05-13

CITIGROUP INC COM NEW

-13.30%

Shares15.6K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-15.40%

Shares23.3K

Event2026-03-31

Filed2026-05-13

EATON CORP PLC SHS

-39.82%

Shares4.8K

Event2026-03-31

Filed2026-05-13

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-6.54%

Shares15.6K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP COM

16.47%

Shares15.7K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

68.92%

Shares26.4K

Event2026-03-31

Filed2026-05-13

GUNR

FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

-3.25%

Shares30.4K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB US DIVIDEND EQUITY ETF

11.15%

Shares54.3K

Event2026-03-31

Filed2026-05-13

GPZ

VANECK ALTERNATIVE ASSET MANAGER ETF

191.22%

Shares77.5K

Event2026-03-31

Filed2026-05-13

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

0.40%

Shares34.5K

Event2026-03-31

Filed2026-05-13

FTCB

FIRST TRUST CORE INVESTMENT GRADE ETF

-0.71%

Shares78.5K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC COM

20.26%

Shares8.1K

Event2026-03-31

Filed2026-05-13

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

15.18%

Shares14.8K

Event2026-03-31

Filed2026-05-13

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-3.61%

Shares29.1K

Event2026-03-31

Filed2026-05-13

AMT

AMERICAN TOWER CORP COM

-12.35%

Shares9.3K

Event2026-03-31

Filed2026-05-13

BDX

BECTON DICKINSON & CO COM

31.63%

Shares10.2K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TRUST

0.52%

Shares18.0K

Event2026-03-31

Filed2026-05-13

COCA COLA CO COM

-4.72%

Shares20.8K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-8.44%

Shares18.9K

Event2026-03-31

Filed2026-05-13

IEUR

ISHARES CORE MSCI EUROPE ETF

296.31%

Shares22.2K

Event2026-03-31

Filed2026-05-13

BP PLC SPONSORED ADR

-6.38%

Shares33.0K

Event2026-03-31

Filed2026-05-13

VANGUARD SMALL-CAP ETF

-3.00%

Shares5.9K

Event2026-03-31

Filed2026-05-13

CNC

CENTENE CORP DEL COM

-5.77%

Shares46.6K

Event2026-03-31

Filed2026-05-13

CEG

CONSTELLATION ENERGY CORP COM

12.90%

Shares5.5K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC COM

-1.27%

Shares4.3K

Event2026-03-31

Filed2026-05-13

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

3.82%

Shares26.3K

Event2026-03-31

Filed2026-05-13

ARISTA NETWORKS INC COM SHS

-13.27%

Shares12.0K

Event2026-03-31

Filed2026-05-13

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.16%

Shares9.1K

Event2026-03-31

Filed2026-05-13

ASTRAZENECA PLC ORD

New

Shares7.5K

Event2026-03-31

Filed2026-05-13

CRM

SALESFORCE INC COM

18.33%

Shares7.9K

Event2026-03-31

Filed2026-05-13

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

76.36%

Shares25.2K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC COM

3.72%

Shares6.2K

Event2026-03-31

Filed2026-05-13

BRC

BRADY CORP CL A

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB U.S. LARGE-CAP ETF

13.70%

Shares55.9K

Event2026-03-31

Filed2026-05-13

CMCSA

COMCAST CORP NEW CL A

66.38%

Shares49.8K

Event2026-03-31

Filed2026-05-13

ESGU

ISHARES ESG AWARE MSCI USA ETF

-2.24%

Shares10.1K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP COM

33.85%

Shares11.9K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC CL A

-10.42%

Shares9.5K

Event2026-03-31

Filed2026-05-13

NVS

NOVARTIS AG SPONSORED ADR

-1.45%

Shares9.1K

Event2026-03-31

Filed2026-05-13

EIX

EDISON INTL COM

3.78%

Shares18.8K

Event2026-03-31

Filed2026-05-13

GENERAL MTRS CO COM

-10.45%

Shares18.5K

Event2026-03-31

Filed2026-05-13

UNILEVER PLC SPON ADR NEW

58.25%

Shares24.0K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION COM

-40.04%

Shares4.1K

Event2026-03-31

Filed2026-05-13

APH

AMPHENOL CORP CL A

45.16%

Shares10.7K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP COM

1.33%

Shares4.3K

Event2026-03-31

Filed2026-05-13

IUSV

ISHARES CORE S&P US VALUE ETF

4.85%

Shares13.1K

Event2026-03-31

Filed2026-05-13

URA

GLOBAL X URANIUM ETF

14.51%

Shares27.2K

Event2026-03-31

Filed2026-05-13

CENCORA INC COM

-61.53%

Shares4.1K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC COM

9.88%

Shares1.3K

Event2026-03-31

Filed2026-05-13

FTHY

FIRST TR HIGH YIELD OPPRT 2027 COM

0.00%

Shares95.2K

Event2026-03-31

Filed2026-05-13

VTWO

VANGUARD RUSSELL 2000 ETF

1.11%

Shares12.8K

Event2026-03-31

Filed2026-05-13

ANNALY CAPITAL MANAGEMENT INC COM NEW

-0.51%

Shares60.6K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP COM

20.02%

Shares2.1K

Event2026-03-31

Filed2026-05-13

LINDE PLC SHS

7.16%

Shares2.5K

Event2026-03-31

Filed2026-05-13

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

13.90%

Shares27.2K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-1.25%

Shares8.5K

Event2026-03-31

Filed2026-05-13

PCG

PG&E CORP COM

-0.40%

Shares70.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC COM

-2.12%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SHEL

SHELL PLC SPON ADS

0.95%

Shares13.3K

Event2026-03-31

Filed2026-05-13

FIX

COMFORT SYS USA INC COM

2.54%

Shares887

Event2026-03-31

Filed2026-05-13

MSCI

MSCI INC COM

40.87%

Shares2.3K

Event2026-03-31

Filed2026-05-13

NKE

NIKE INC CL B

-12.16%

Shares23.1K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL COM

14.54%

Shares5.3K

Event2026-03-31

Filed2026-05-13

HCA

HCA HEALTHCARE INC COM

28.66%

Shares2.6K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES U.S. TREASURY BOND ETF

225.56%

Shares53.0K

Event2026-03-31

Filed2026-05-13

NOW

SERVICENOW INC COM

19.30%

Shares11.6K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

11.85%

Shares9.4K

Event2026-03-31

Filed2026-05-13

SLB

SLB LIMITED COM STK

84.57%

Shares23.5K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP COM

0.46%

Shares3.5K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66 COM

8.84%

Shares6.6K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES MSCI EAFE VALUE ETF

-14.22%

Shares15.9K

Event2026-03-31

Filed2026-05-13

FCX

FREEPORT MCMORAN INC CL B

19.90%

Shares19.6K

Event2026-03-31

Filed2026-05-13

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

77.06%

Shares22.1K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC COM

5.02%

Shares2.3K

Event2026-03-31

Filed2026-05-13

LULU

LULULEMON ATHLETICA INC COM

-7.57%

Shares7.4K

Event2026-03-31

Filed2026-05-13

DOLLAR GEN CORP COM

11.03%

Shares9.5K

Event2026-03-31

Filed2026-05-13

VRTX

VERTEX PHARMACEUTICALS INC COM

24.34%

Shares2.5K

Event2026-03-31

Filed2026-05-13

AMAT

APPLIED MATLS INC COM

13.16%

Shares3.3K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC. COM

25.85%

Shares8.3K

Event2026-03-31

Filed2026-05-13

SMH

VANECK SEMICONDUCTOR ETF

-12.05%

Shares2.8K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC COM

-1.77%

Shares15.0K

Event2026-03-31

Filed2026-05-13

THE CIGNA GROUP COM

-3.53%

Shares4.1K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC COM

13.16%

Shares14.7K

Event2026-03-31

Filed2026-05-13

SNPS

SYNOPSYS INC COM

69.66%

Shares2.7K

Event2026-03-31

Filed2026-05-13

FTI

TECHNIPFMC PLC COM

6.20%

Shares15.2K

Event2026-03-31

Filed2026-05-13

AXON

AXON ENTERPRISE INC COM

125.48%

Shares2.5K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

6.56%

Shares4.3K

Event2026-03-31

Filed2026-05-13

ISRG

INTUITIVE SURGICAL INC COM NEW

15.18%

Shares2.3K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD SMALL CAP VALUE ETF

-0.81%

Shares4.8K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT COM

23.00%

Shares2.4K

Event2026-03-31

Filed2026-05-13

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-37.94%

Shares12.5K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-0.22%

Shares10.7K

Event2026-03-31

Filed2026-05-13

COLGATE PALMOLIVE CO COM

18.00%

Shares11.6K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC COM

10.32%

Shares3.3K

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC CL A SUB VTG SHS

0.65%

Shares8.3K

Event2026-03-31

Filed2026-05-13

PNC

PNC FINL SVCS GROUP INC COM

5.72%

Shares4.7K

Event2026-03-31

Filed2026-05-13

LYB

LYONDELLBASELL INDUSTRIES NV SHS - A -

31.48%

Shares12.0K

Event2026-03-31

Filed2026-05-13

ENERGY TRANSFER L P COM UT LTD PTN

0.99%

Shares50.2K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

19.04%

Shares27.2K

Event2026-03-31

Filed2026-05-13

AMP

AMERIPRISE FINL INC COM

8.32%

Shares2.2K

Event2026-03-31

Filed2026-05-13

NFRA

FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND

1.18%

Shares15.1K

Event2026-03-31

Filed2026-05-13

MCK

MCKESSON CORP COM

0.73%

Shares1.1K

Event2026-03-31

Filed2026-05-13

ELV

ELEVANCE HEALTH INC FORMERLY A COM

56.01%

Shares3.3K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB US AGGREGATE BOND ETF

28.55%

Shares41.0K

Event2026-03-31

Filed2026-05-13

CHYM

CHIME FINL INC COM SHS CL A

-1.11%

Shares50.5K

Event2026-03-31

Filed2026-05-13

CALF

PACER US SMALL CAP CASH COWS ETF

-6.81%

Shares20.8K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC COM

32.47%

Shares1.7K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC COM

1.97%

Shares6.6K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP COM

-5.12%

Shares10.1K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES RUSSELL MIDCAP ETF

7.95%

Shares9.3K

Event2026-03-31

Filed2026-05-13

TOL

TOLL BROTHERS INC COM

0.60%

Shares6.6K

Event2026-03-31

Filed2026-05-13

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-13

IMO

IMPERIAL OIL LTD COM NEW

-9.03%

Shares6.9K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO COM

-50.64%

Shares2.8K

Event2026-03-31

Filed2026-05-13

WPM

WHEATON PRECIOUS METALS CORP COM

44.44%

Shares6.8K

Event2026-03-31

Filed2026-05-13

QNITY ELECTRONICS INC COMMON STOCK

139.42%

Shares7.6K

Event2026-03-31

Filed2026-05-13

ALL

ALLSTATE CORP COM

-3.18%

Shares4.2K

Event2026-03-31

Filed2026-05-13

EXPE

EXPEDIA GROUP INC COM NEW

-19.70%

Shares3.8K

Event2026-03-31

Filed2026-05-13

OKE

ONEOK INC NEW COM

77.06%

Shares9.6K

Event2026-03-31

Filed2026-05-13

ACWI

ISHARES MSCI ACWI ETF

-5.83%

Shares6.2K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES MSCI EAFE GROWTH ETF

290.60%

Shares7.7K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-25.49%

Shares10.8K

Event2026-03-31

Filed2026-05-13

ADBE

ADOBE INC COM

5.47%

Shares3.5K

Event2026-03-31

Filed2026-05-13

BSX

BOSTON SCIENTIFIC CORP COM

27.78%

Shares13.6K

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A SHS

47.14%

Shares1.7K

Event2026-03-31

Filed2026-05-13

JBHT

HUNT J B TRANS SVCS INC COM

6.56%

Shares4.0K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES MSCI EAFE ETF

-7.35%

Shares8.6K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

62.47%

Shares10.8K

Event2026-03-31

Filed2026-05-13

USB

US BANCORP COM NEW

16.36%

Shares16.1K

Event2026-03-31

Filed2026-05-13

WEYERHAEUSER CO COM NEW

136.56%

Shares34.2K

Event2026-03-31

Filed2026-05-13

FMX

FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS

50.81%

Shares7.5K

Event2026-03-31

Filed2026-05-13

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

0.08%

Shares6.6K

Event2026-03-31

Filed2026-05-13

WDAY

WORKDAY INC CL A

72.82%

Shares6.4K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP COM

-11.34%

Shares16.7K

Event2026-03-31

Filed2026-05-13

WDC

WESTERN DIGITAL CORP COM

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES MBS ETF

24.22%

Shares8.6K

Event2026-03-31

Filed2026-05-13

UNH

UNITEDHEALTH GROUP INC COM

2.81%

Shares3.0K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L P COM

-5.44%

Shares21.3K

Event2026-03-31

Filed2026-05-13

MMM

3M CO COM

-13.08%

Shares5.5K

Event2026-03-31

Filed2026-05-13

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

5.72%

Shares22.0K

Event2026-03-31

Filed2026-05-13

TDG

TRANSDIGM GROUP INC COM

21.13%

Shares688

Event2026-03-31

Filed2026-05-13

SMIG

BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF

-41.63%

Shares27.1K

Event2026-03-31

Filed2026-05-13

ZOOM COMMUNICATIONS INC CL A

-54.66%

Shares9.9K

Event2026-03-31

Filed2026-05-13

REGN

REGENERON PHARMACEUTICALS COM

5.23%

Shares1.0K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO COM

25.29%

Shares2.6K

Event2026-03-31

Filed2026-05-13

KKR & CO INC COM

14.94%

Shares8.6K

Event2026-03-31

Filed2026-05-13

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-13

IAT

ISHARES U.S. REGIONAL BANKS ETF

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-13

CIEN

CIENA CORP COM NEW

-12.82%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC COM

150.81%

Shares6.8K

Event2026-03-31

Filed2026-05-13

INCY

INCYTE CORP COM

-1.09%

Shares8.2K

Event2026-03-31

Filed2026-05-13

FMAY

FT VEST U.S. EQUITY BUFFER FUND - MAY

-2.66%

Shares14.5K

Event2026-03-31

Filed2026-05-13

BOEING CO COM

20.15%

Shares3.8K

Event2026-03-31

Filed2026-05-13

DHI

D R HORTON INC COM

-34.31%

Shares5.5K

Event2026-03-31

Filed2026-05-13

OTIS

OTIS WORLDWIDE CORP COM

55.00%

Shares9.7K

Event2026-03-31

Filed2026-05-13

PEG

PUBLIC SVC ENTERPRISE GROUP COM

128.97%

Shares9.2K

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC CL A

-0.68%

Shares12.8K

Event2026-03-31

Filed2026-05-13

ACCENTURE PLC IRELAND SHS CLASS A

-52.52%

Shares3.7K

Event2026-03-31

Filed2026-05-13

CRH PLC ORD

34.55%

Shares6.9K

Event2026-03-31

Filed2026-05-13

TRV

TRAVELERS COMPANIES INC COM

18.44%

Shares2.5K

Event2026-03-31

Filed2026-05-13

LABCORP HOLDINGS INC COM SHS

8.12%

Shares2.7K

Event2026-03-31

Filed2026-05-13

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

47.26%

Shares14.4K

Event2026-03-31

Filed2026-05-13

ABNB

AIRBNB INC COM CL A

-42.68%

Shares5.7K

Event2026-03-31

Filed2026-05-13

AEP

AMERICAN ELEC PWR CO INC COM

33.63%

Shares5.4K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES RUSSELL 1000 ETF

-33.90%

Shares2.0K

Event2026-03-31

Filed2026-05-13

CVS

CVS HEALTH CORP COM

-7.69%

Shares9.8K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC COM

-35.63%

Shares5.5K

Event2026-03-31

Filed2026-05-13

ITB

ISHARES U.S. HOME CONSTRUCTION ETF

183.29%

Shares7.8K

Event2026-03-31

Filed2026-05-13

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

5.01%

Shares21.3K

Event2026-03-31

Filed2026-05-13

DAL

DELTA AIR LINES INC COM NEW

-2.34%

Shares10.5K

Event2026-03-31

Filed2026-05-13

CRWD

CROWDSTRIKE HLDGS INC CL A

-14.26%

Shares1.8K

Event2026-03-31

Filed2026-05-13

WTW

WILLIS TOWERS WATSON PLC LTD SHS

22.39%

Shares2.4K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC COM

-1.10%

Shares13.7K

Event2026-03-31

Filed2026-05-13

CHRW

C H ROBINSON WORLDWIDE IN COM NEW

-8.76%

Shares4.1K

Event2026-03-31

Filed2026-05-13

CGGR

CAPITAL GROUP GROWTH ETF

4.92%

Shares16.9K

Event2026-03-31

Filed2026-05-13

VONV

VANGUARD RUSSELL 1000 VALUE ETF

-12.97%

Shares7.2K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC SHS

-54.46%

Shares1.6K

Event2026-03-31

Filed2026-05-13

GLW

CORNING INC COM

5.16%

Shares4.9K

Event2026-03-31

Filed2026-05-13

OMC

OMNICOM GROUP INC COM

21.64%

Shares8.9K

Event2026-03-31

Filed2026-05-13

UHS

UNIVERSAL HLTH SVCS INC CL B

52.92%

Shares3.7K

Event2026-03-31

Filed2026-05-13

CFG

CITIZENS FINL GROUP INC COM

15.96%

Shares11.1K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-12.21%

Shares9.3K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP COM

14.26%

Shares7.0K

Event2026-03-31

Filed2026-05-13

FNV

FRANCO NEV CORP COM

84.62%

Shares2.7K

Event2026-03-31

Filed2026-05-13

HAL

HALLIBURTON CO COM

7.17%

Shares16.9K

Event2026-03-31

Filed2026-05-13

CHTR

CHARTER COMMUNICATIONS INC CL A

76.21%

Shares3.1K

Event2026-03-31

Filed2026-05-13

BKNG

BOOKING HOLDINGS INC COM

7.59%

Shares156

Event2026-03-31

Filed2026-05-13

FICO

FAIR ISAAC CORP COM

88.65%

Shares615

Event2026-03-31

Filed2026-05-13

IGM

ISHARES EXPANDED TECH SECTOR ETF

-6.28%

Shares5.5K

Event2026-03-31

Filed2026-05-13

ECL

ECOLAB INC COM

-17.72%

Shares2.5K

Event2026-03-31

Filed2026-05-13

FUMB

FIRST TRUST ULTRA SHORT DURATION MUNICIPAL ETF

158.65%

Shares32.4K

Event2026-03-31

Filed2026-05-13

TER

TERADYNE INC COM

-8.10%

Shares2.2K

Event2026-03-31

Filed2026-05-13

KRYS

KRYSTAL BIOTECH INC COM

49.46%

Shares2.5K

Event2026-03-31

Filed2026-05-13

EME

EMCOR GROUP INC COM

18.14%

Shares866

Event2026-03-31

Filed2026-05-13

UAL

UNITED AIRLS HLDGS INC COM

15.82%

Shares6.9K

Event2026-03-31

Filed2026-05-13

AME

AMETEK INC COM

6.45%

Shares2.9K

Event2026-03-31

Filed2026-05-13

HLN

HALEON PLC SPON ADS

51.03%

Shares62.9K

Event2026-03-31

Filed2026-05-13

FITB

FIFTH THIRD BANCORP COM

-1.30%

Shares13.5K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

21.57%

Shares25.4K

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC COM

-5.32%

Shares6.7K

Event2026-03-31

Filed2026-05-13

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

51.26%

Shares8.6K

Event2026-03-31

Filed2026-05-13

SLVR

SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF

31.88%

Shares10.5K

Event2026-03-31

Filed2026-05-13

FNY

FIRST TRUST MID CAP GROWTH ALPHADEX FUND

-0.58%

Shares6.8K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP COM

1.20%

Shares676

Event2026-03-31

Filed2026-05-13

COMP

COMPASS INC CL A

New

Shares82.5K

Event2026-03-31

Filed2026-05-13

ROL

ROLLINS INC COM

-61.80%

Shares11.2K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-17.60%

Shares7.2K

Event2026-03-31

Filed2026-05-13

FISERV INC COM

163.60%

Shares10.5K

Event2026-03-31

Filed2026-05-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

-13.30%

Shares11.0K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO COM CL A

-0.22%

Shares2.3K

Event2026-03-31

Filed2026-05-13

GDX

VANECK GOLD MINERS ETF

0.00%

Shares6.3K

Event2026-03-31

Filed2026-05-13

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

New

Shares13.8K

Event2026-03-31

Filed2026-05-13

SNDK

SANDISK CORP COM

-37.18%

Shares887

Event2026-03-31

Filed2026-05-13

LEN

LENNAR CORP CL A

53.70%

Shares6.4K

Event2026-03-31

Filed2026-05-13

ROCKET LAB CORP COM

8.46%

Shares8.7K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO COM

61.86%

Shares5.8K

Event2026-03-31

Filed2026-05-13

TSN

TYSON FOODS INC CL A

18.78%

Shares8.7K

Event2026-03-31

Filed2026-05-13

NOV

NOV INC COM

57.36%

Shares29.5K

Event2026-03-31

Filed2026-05-13

ASLV

ALLSPRING SPECIAL LARGE VALUE ETF

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-13

UPS

UNITED PARCEL SVCS INC CL B

-3.15%

Shares5.6K

Event2026-03-31

Filed2026-05-13

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

99.24%

Shares12.1K

Event2026-03-31

Filed2026-05-13

FAST

FASTENAL CO COM

-59.97%

Shares11.9K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP COM NEW

-1.00%

Shares2.6K

Event2026-03-31

Filed2026-05-13

ROK

ROCKWELL AUTOMATION INC COM

-1.30%

Shares1.5K

Event2026-03-31

Filed2026-05-13

BUFQ

FT VEST LADDERED NASDAQ BUFFER ETF

12.48%

Shares15.3K

Event2026-03-31

Filed2026-05-13

XTEN

BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF

39.27%

Shares11.7K

Event2026-03-31

Filed2026-05-13

EXPD

EXPEDITORS INTL WASH INC COM

65.90%

Shares3.7K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC COM

-28.18%

Shares18.9K

Event2026-03-31

Filed2026-05-13

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

19.47%

Shares10.6K

Event2026-03-31

Filed2026-05-13

NOC

NORTHROP GRUMMAN CORP COM

13.80%

Shares775

Event2026-03-31

Filed2026-05-13

HAS

HASBRO INC COM

0.18%

Shares5.6K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL COM

12.61%

Shares15.6K

Event2026-03-31

Filed2026-05-13

ODFL

OLD DOMINION FREIGHT LINE INC COM

-12.11%

Shares2.7K

Event2026-03-31

Filed2026-05-13

CDNS

CADENCE DESIGN SYSTEM INC COM

11.58%

Shares1.9K

Event2026-03-31

Filed2026-05-13

BARRICK MNG CORP COM SHS

-18.70%

Shares12.6K

Event2026-03-31

Filed2026-05-13

PANW

PALO ALTO NETWORKS INC COM

-28.35%

Shares3.2K

Event2026-03-31

Filed2026-05-13

NYT

NEW YORK TIMES CO MTN BE CL A

18.58%

Shares6.1K

Event2026-03-31

Filed2026-05-13

DVN

DEVON ENERGY CORP NEW COM

-1.38%

Shares10.1K

Event2026-03-31

Filed2026-05-13

FIS

FIDELITY NATL INFORMATION SVCS COM

129.52%

Shares10.9K

Event2026-03-31

Filed2026-05-13

SNOW

SNOWFLAKE INC COM SHS

3.07%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TPR

TAPESTRY INC COM

4.23%

Shares3.6K

Event2026-03-31

Filed2026-05-13

HYGV

FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND

-20.57%

Shares12.5K

Event2026-03-31

Filed2026-05-13

DOW

DOW HLDGS INC COM

New

Shares12.1K

Event2026-03-31

Filed2026-05-13

VLTO

VERALTO CORP COM SHS

-9.89%

Shares5.7K

Event2026-03-31

Filed2026-05-13

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

-0.86%

Shares2.3K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

14.19%

Shares4.2K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC COM

-32.71%

Shares1.5K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

5.44%

Shares5.2K

Event2026-03-31

Filed2026-05-13

FTNT

FORTINET INC COM

-2.29%

Shares5.9K

Event2026-03-31

Filed2026-05-13

BURL

BURLINGTON STORES INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CTLS INTL PLC SHS

24.17%

Shares3.7K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES NATIONAL MUNI BOND ETF

-18.40%

Shares4.5K

Event2026-03-31

Filed2026-05-13

COIN

COINBASE GLOBAL INC COM CL A

20.67%

Shares2.8K

Event2026-03-31

Filed2026-05-13

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

10.26%

Shares28.1K

Event2026-03-31

Filed2026-05-13

KEYS

KEYSIGHT TECHNOLOGIES INC COM

20.09%

Shares1.7K

Event2026-03-31

Filed2026-05-13

MAS

MASCO CORP COM

15.62%

Shares7.8K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-7.23%

Shares9.4K

Event2026-03-31

Filed2026-05-13

MLI

MUELLER INDS INC COM

12.48%

Shares4.2K

Event2026-03-31

Filed2026-05-13

MTZ

MASTEC INC COM

4.77%

Shares1.4K

Event2026-03-31

Filed2026-05-13

CARR

CARRIER GLOBAL CORPORATION COM

30.33%

Shares8.3K

Event2026-03-31

Filed2026-05-13

AMRZ

AMRIZE LTD SHS

13.53%

Shares8.3K

Event2026-03-31

Filed2026-05-13

OXY

OCCIDENTAL PETE CORP COM

New

Shares7.1K

Event2026-03-31

Filed2026-05-13

WELL

WELLTOWER INC COM

-3.99%

Shares2.3K

Event2026-03-31

Filed2026-05-13

ABEV

AMBEV SA SPONSORED ADR

67.82%

Shares156.1K

Event2026-03-31

Filed2026-05-13

CANADIAN PACIFIC KANSAS CITY COM

-40.99%

Shares5.8K

Event2026-03-31

Filed2026-05-13

LAMR

LAMAR ADVERTISING CO CL A

22.73%

Shares3.6K

Event2026-03-31

Filed2026-05-13

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

-19.17%

Shares4.4K

Event2026-03-31

Filed2026-05-13

BKR

BAKER HUGHES COMPANY CL A

9.02%

Shares7.3K

Event2026-03-31

Filed2026-05-13

NTR

NUTRIEN LTD COM

63.16%

Shares5.9K

Event2026-03-31

Filed2026-05-13

ALCOA CORP COM

-65.78%

Shares6.7K

Event2026-03-31

Filed2026-05-13

PAYX

PAYCHEX INC COM

-27.72%

Shares4.8K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC COM

-10.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

MNST

MONSTER BEVERAGE CORP NEW COM

-0.46%

Shares6.1K

Event2026-03-31

Filed2026-05-13

ILMN

ILLUMINA INC COM

-12.28%

Shares3.6K

Event2026-03-31

Filed2026-05-13

IAK

ISHARES U.S. INSURANCE ETF

22.62%

Shares3.4K

Event2026-03-31

Filed2026-05-13

MEDP

MEDPACE HLDGS INC COM

-29.25%

Shares907

Event2026-03-31

Filed2026-05-13

PRU

PRUDENTIAL FINL INC COM

6.35%

Shares4.4K

Event2026-03-31

Filed2026-05-13

URI

UNITED RENTALS INC COM

-0.83%

Shares595

Event2026-03-31

Filed2026-05-13

HII

HUNTINGTON INGALLS INDS INC COM

6.65%

Shares1.1K

Event2026-03-31

Filed2026-05-13

DEERE & CO COM

3.10%

Shares766

Event2026-03-31

Filed2026-05-13

AT&T INC COM

2.03%

Shares14.9K

Event2026-03-31

Filed2026-05-13

SHLD

GLOBAL X DEFENSE TECH ETF

New

Shares6.1K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES U.S. TECHNOLOGY ETF

17.04%

Shares2.4K

Event2026-03-31

Filed2026-05-13

AMKR

AMKOR TECHNOLOGY INC COM

5.04%

Shares9.5K

Event2026-03-31

Filed2026-05-13

EXE

EXPAND ENERGY CORPORATION COM

20.44%

Shares3.9K

Event2026-03-31

Filed2026-05-13

HLT

HILTON WORLDWIDE HLDGS INC COM

25.02%

Shares1.4K

Event2026-03-31

Filed2026-05-13

EVR

EVERCORE INC CLASS A

30.52%

Shares1.4K

Event2026-03-31

Filed2026-05-13

NTRA

NATERA INC COM

-10.75%

Shares2.1K

Event2026-03-31

Filed2026-05-13

BIO

BIO RAD LABS INC CL A

74.03%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-28.13%

Shares2.9K

Event2026-03-31

Filed2026-05-13

TPL

TEXAS PACIFIC LAND CORPORATION COM

New

Shares890

Event2026-03-31

Filed2026-05-13

EVRG

EVERGY INC COM

26.47%

Shares5.1K

Event2026-03-31

Filed2026-05-13

FNF

FIDELITY NATL FINL INC COM SHS

-5.73%

Shares9.1K

Event2026-03-31

Filed2026-05-13

NUE

NUCOR CORP COM

0.81%

Shares2.5K

Event2026-03-31

Filed2026-05-13

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-13

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-25.80%

Shares3.8K

Event2026-03-31

Filed2026-05-13

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

2.03%

Shares8.6K

Event2026-03-31

Filed2026-05-13

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-13

ATO

ATMOS ENERGY CORP COM

0.59%

Shares2.2K

Event2026-03-31

Filed2026-05-13

TFC

TRUIST FINL CORP COM

-4.84%

Shares9.0K

Event2026-03-31

Filed2026-05-13

MKTX

MARKETAXESS HLDGS INC COM

-1.43%

Shares2.5K

Event2026-03-31

Filed2026-05-13

LHX

L3HARRIS TECHNOLOGIES INC COM

1.80%

Shares1.2K

Event2026-03-31

Filed2026-05-13

CURTISS WRIGHT CORP COM

-3.23%

Shares599

Event2026-03-31

Filed2026-05-13

BCX

BLACKROCK RES & COMMODITIES ST SHS

171.29%

Shares33.8K

Event2026-03-31

Filed2026-05-13

ORI

OLD REP INTL CORP COM

-14.14%

Shares10.2K

Event2026-03-31

Filed2026-05-13

BWA

BORGWARNER INC COM

-1.54%

Shares7.5K

Event2026-03-31

Filed2026-05-13

EXR

EXTRA SPACE STORAGE INC COM

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC COM

-6.26%

Shares6.1K

Event2026-03-31

Filed2026-05-13

TXT

TEXTRON INC COM

4.07%

Shares4.6K

Event2026-03-31

Filed2026-05-13

YUM

YUM BRANDS INC COM

-0.96%

Shares2.6K

Event2026-03-31

Filed2026-05-13

IVZ

INVESCO LTD SHS

14.49%

Shares16.5K

Event2026-03-31

Filed2026-05-13

GARTNER INC COM

-7.28%

Shares2.5K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

10.50%

Shares1.0K

Event2026-03-31

Filed2026-05-13

VPL

VANGUARD FTSE PACIFIC ETF

-68.78%

Shares4.0K

Event2026-03-31

Filed2026-05-13

CLOA

ISHARES AAA CLO ACTIVE ETF

0.49%

Shares7.5K

Event2026-03-31

Filed2026-05-13

RSG

REPUBLIC SVCS INC COM

New

Shares1.8K

Event2026-03-31

Filed2026-05-13

LYG

LLOYDS BANKING GROUP PLC SPONSORED ADR

31.41%

Shares77.6K

Event2026-03-31

Filed2026-05-13

EQIX

EQUINIX INC COM

33.56%

Shares398

Event2026-03-31

Filed2026-05-13

VLO

VALERO ENERGY CORP COM

2.82%

Shares1.6K

Event2026-03-31

Filed2026-05-13

ITT INC COM

66.42%

Shares2.0K

Event2026-03-31

Filed2026-05-13

GSEW

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

13.90%

Shares4.6K

Event2026-03-31

Filed2026-05-13

FJUN

FT VEST U.S. EQUITY BUFFER ETF - JUNE

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-13

TGT

TARGET CORP COM

24.57%

Shares3.2K

Event2026-03-31

Filed2026-05-13

JHG

JANUS HENDERSON GROUP PLC ORD SHS

0.53%

Shares7.5K

Event2026-03-31

Filed2026-05-13

VMC

VULCAN MATLS CO COM

-17.57%

Shares1.4K

Event2026-03-31

Filed2026-05-13

RALPH LAUREN CORP CL A

2.40%

Shares1.1K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW COM NEW

2.97%

Shares2.9K

Event2026-03-31

Filed2026-05-13

AKAM

AKAMAI TECHNOLOGIES INC COM

0.94%

Shares3.3K

Event2026-03-31

Filed2026-05-13

RIG

TRANSOCEAN LTD REGISTERED SHS

215.86%

Shares57.4K

Event2026-03-31

Filed2026-05-13

MPC

MARATHON PETE CORP COM

21.75%

Shares1.6K

Event2026-03-31

Filed2026-05-13

CCJ

CAMECO CORP COM

21.42%

Shares3.5K

Event2026-03-31

Filed2026-05-13

IYE

ISHARES U.S. ENERGY ETF

New

Shares5.9K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

-8.45%

Shares3.5K

Event2026-03-31

Filed2026-05-13

EEMA

ISHARES MSCI EMERGING MARKETS ASIA ETF

-67.70%

Shares3.9K

Event2026-03-31

Filed2026-05-13

RELX

RELX PLC SPONSORED ADR

New

Shares11.4K

Event2026-03-31

Filed2026-05-13

IPGP

IPG PHOTONICS CORP COM

New

Shares3.3K

Event2026-03-31

Filed2026-05-13

OHI

OMEGA HEALTHCARE INVS INC COM

-0.74%

Shares8.6K

Event2026-03-31

Filed2026-05-13

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

7.65%

Shares9.6K

Event2026-03-31

Filed2026-05-13

TEVA

TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS

0.13%

Shares12.3K

Event2026-03-31

Filed2026-05-13

EQR

EQUITY RESIDENTIAL SH BEN INT

56.57%

Shares6.2K

Event2026-03-31

Filed2026-05-13

BROADRIDGE FINL SOLUTIONS INC COM

-72.61%

Shares2.3K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC COM

-4.07%

Shares5.9K

Event2026-03-31

Filed2026-05-13

ETHA

ISHARES ETHEREUM TRUST ETF

-1.24%

Shares22.8K

Event2026-03-31

Filed2026-05-13

TMUS

T-MOBILE US INC COM

46.99%

Shares1.7K

Event2026-03-31

Filed2026-05-13

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

New

Shares11.2K

Event2026-03-31

Filed2026-05-13

VDC

VANGUARD CONSUMER STAPLES ETF

43.40%

Shares1.6K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-13

WCC

WESCO INTL INC COM

29.75%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

New

Shares10.8K

Event2026-03-31

Filed2026-05-13

DEO

DIAGEO PLC SPON ADR NEW

-23.31%

Shares4.7K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES COM

1.45%

Shares3.4K

Event2026-03-31

Filed2026-05-13

APOLLO GLOBAL MGMT INC COM

28.15%

Shares3.2K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.06%

Shares5.0K

Event2026-03-31

Filed2026-05-13

STIFEL FINL CORP COM

121.09%

Shares4.7K

Event2026-03-31

Filed2026-05-13

AZO

AUTOZONE INC COM

-25.90%

Shares103

Event2026-03-31

Filed2026-05-13

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-13

UAMY

UNITED STATES ANTIMONY CORP COM

New

Shares39.7K

Event2026-03-31

Filed2026-05-13

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-9.22%

Shares6.5K

Event2026-03-31

Filed2026-05-13

CTVA

CORTEVA INC COM

-26.44%

Shares4.1K

Event2026-03-31

Filed2026-05-13

GLOBE LIFE INC COM

9.27%

Shares2.5K

Event2026-03-31

Filed2026-05-13

NOBLE CORP PLC ORD SHS A

New

Shares7.0K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

INVESCO QQQ TRUST SERIES I Call CallINVESCO QQQ TRUST SERIES I400 shares0.00%2026-03-312026-05-13

SPY Call CallSTATE STREET SPDR S&P 500 ETF300 shares0.00%2026-03-312026-05-13

INVESCO QQQ TRUST SERIES I Call

INVESCO QQQ TRUST SERIES I

0.00%

Shares400

Event2026-03-31

Filed2026-05-13

SPY Call

STATE STREET SPDR S&P 500 ETF

0.00%

Shares300

Event2026-03-31

Filed2026-05-13

Put Option Holdings

SPY Put PutSTATE STREET SPDR S&P 500 ETF6.0K shares-26.83%2026-03-312026-05-13

SPY Put

STATE STREET SPDR S&P 500 ETF

-26.83%

Shares6.0K

Event2026-03-31

Filed2026-05-13