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

Currently, TRANSCEND CAPITAL ADVISORS, LLC holds 681 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in BIZD (+1.1M shares, valued at $15.4M), NFLX (+23.5K shares, valued at $2.2M), BRO (+24.7K shares, valued at $2.0M); decreased their positions in GLD (-92.7K shares, valued at $36.7M), OBDC (-1.1M shares, valued at $14.1M), N/A (-20.4K shares, valued at $6.4M); initiated new positions in BIZD (+1.1M shares, valued at $15.4M), SMIG (+46.5K shares, valued at $1.3M), CHYM (+51.1K shares, valued at $1.3M).

1M P&L

+27.0M+2.48%

3M P&L

-19.9M-1.75%

HY P&L

+6.4M+0.58%

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/A395.4M

36.4%

2Consumer Electronics112.2M

10.3%

3Asset Management62.8M

5.8%

Top Industries by Stock Count

1N/A209 stocks

33.3%

2Software - Application21 stocks

3.3%

3Software - Infrastructure17 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC COM412.6K shares-4.87%2025-12-312026-01-23

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW86.4K shares-0.19%2025-12-312026-01-23

MSFT MICROSOFT CORP COM73.3K shares-12.51%2025-12-312026-01-23

MERCK & CO INC COM MERCK & CO INC COM261.4K shares-2.65%2025-12-312026-01-23

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF252.2K shares1.37%2025-12-312026-01-23

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I38.1K shares0.95%2025-12-312026-01-23

NVDA NVIDIA CORPORATION COM121.8K shares-21.17%2025-12-312026-01-23

AMZN AMAZON COM INC COM94.7K shares-6.35%2025-12-312026-01-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM58.6K shares-3.60%2025-12-312026-01-23

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A54.1K shares-0.19%2025-12-312026-01-23

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF117.9K shares-5.58%2025-12-312026-01-23

BIZD VANECK BDC INCOME ETF1.1M sharesnew addition2025-12-312026-01-23

OWL BLUE OWL CAPITAL INC COM CL A1.0M shares-6.40%2025-12-312026-01-23

OBDC BLUE OWL CAPITAL CORPORATION COM1.2M shares-48.62%2025-12-312026-01-23

SPY SPDR S&P 500 ETF TRUST21.7K shares-10.28%2025-12-312026-01-23

JPM JPMORGAN CHASE & CO. COM45.7K shares-9.92%2025-12-312026-01-23

Sponsored

SPGI S&P GLOBAL INC COM27.8K shares0.40%2025-12-312026-01-23

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C39.5K shares-34.09%2025-12-312026-01-23

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR368.0K shares5.73%2025-12-312026-01-23

FSK FS KKR CAP CORP COM796.3K shares-19.04%2025-12-312026-01-23

BROADCOM INC COM BROADCOM INC COM32.9K shares-2.51%2025-12-312026-01-23

VIG VANGUARD DIVIDEND APPRECIATION ETF50.4K shares-15.92%2025-12-312026-01-23

META META PLATFORMS INC CL A16.4K shares-4.11%2025-12-312026-01-23

VV VANGUARD LARGE-CAP ETF33.4K shares-0.53%2025-12-312026-01-23

Sponsored

XOM EXXON MOBIL CORP COM84.3K shares-3.67%2025-12-312026-01-23

LLY ELI LILLY & CO COM9.3K shares-16.94%2025-12-312026-01-23

BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares0.00%2025-12-312026-01-23

TSLA TESLA INC COM20.4K shares0.96%2025-12-312026-01-23

JNJ JOHNSON & JOHNSON COM43.9K shares-20.69%2025-12-312026-01-23

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF14.3K shares-3.53%2025-12-312026-01-23

HD HOME DEPOT INC COM23.5K shares-8.65%2025-12-312026-01-23

ALERIAN MLP ETF ALERIAN MLP ETF170.2K shares24.30%2025-12-312026-01-23

Sponsored

GLD SPDR GOLD SHARES19.7K shares-82.45%2025-12-312026-01-23

IVV ISHARES CORE S&P 500 ETF11.4K shares-36.84%2025-12-312026-01-23

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF70.6K shares-0.69%2025-12-312026-01-23

ORCL ORACLE CORP COM36.6K shares-5.11%2025-12-312026-01-23

ABBV ABBVIE INC COM29.4K shares-10.16%2025-12-312026-01-23

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF168.0K shares-2.35%2025-12-312026-01-23

BLACKSTONE INC COM BLACKSTONE INC COM43.1K shares-16.30%2025-12-312026-01-23

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF46.0K shares8.82%2025-12-312026-01-23

Sponsored

TCPC BLACKROCK TCP CAPITAL CORP COM1.2M shares-4.15%2025-12-312026-01-23

IEI ISHARES 3-7 YEAR TREASURY BOND ETF50.8K shares-24.59%2025-12-312026-01-23

V VISA INC COM CL A17.0K shares-45.50%2025-12-312026-01-23

BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN454.4K shares-15.78%2025-12-312026-01-23

IJH ISHARES CORE S&P MID-CAP ETF78.4K shares1.61%2025-12-312026-01-23

VTV VANGUARD VALUE ETF27.1K shares-18.44%2025-12-312026-01-23

IJR ISHARES CORE S&P SMALL CAP ETF40.3K shares26.33%2025-12-312026-01-23

IEFA ISHARES CORE MSCI EAFE ETF54.1K shares-1.20%2025-12-312026-01-23

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF80.1K shares-1.35%2025-12-312026-01-23

MS MORGAN STANLEY COM NEW25.8K shares8.08%2025-12-312026-01-23

IBIT ISHARES BITCOIN TRUST ETF90.1K shares-11.72%2025-12-312026-01-23

VTI VANGUARD TOTAL STOCK MARKET ETF13.2K shares-55.58%2025-12-312026-01-23

WFC WELLS FARGO CO NEW COM45.3K shares-3.47%2025-12-312026-01-23

COF CAPITAL ONE FINL CORP COM17.4K shares7.65%2025-12-312026-01-23

SOXX ISHARES SEMICONDUCTOR ETF13.9K shares1.01%2025-12-312026-01-23

WMT WALMART INC COM37.0K shares-9.74%2025-12-312026-01-23

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF5.4K shares-14.58%2025-12-312026-01-23

GWW WW GRAINGER INC COM4.0K shares-0.18%2025-12-312026-01-23

AGNC AGNC INVT CORP COM366.8K shares-30.39%2025-12-312026-01-23

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF71.7K shares-41.78%2025-12-312026-01-23

VUG VANGUARD GROWTH ETF8.0K shares-20.38%2025-12-312026-01-23

TJX TJX COS INC NEW COM25.2K shares-8.36%2025-12-312026-01-23

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF102.0K shares-1.62%2025-12-312026-01-23

NMFC NEW MTN FIN CORP COM420.5K shares-41.25%2025-12-312026-01-23

Sponsored

GSBD GOLDMAN SACHS BDC INC SHS399.9K shares-2.92%2025-12-312026-01-23

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK137.9K shares-7.89%2025-12-312026-01-23

CENCORA INC COM CENCORA INC COM10.8K shares-18.75%2025-12-312026-01-23

XBI STATE STREET SPDR S&P BIOTECH ETF29.5K shares-13.29%2025-12-312026-01-23

IVW ISHARES S&P 500 GROWTH ETF29.0K shares-19.89%2025-12-312026-01-23

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF18.6K shares34.41%2025-12-312026-01-23

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF53.0K shares-8.73%2025-12-312026-01-23

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF43.7K shares-19.64%2025-12-312026-01-23

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF77.5K shares89.80%2025-12-312026-01-23

WINN HARBOR LONG-TERM GROWERS ETF110.9K shares-1.54%2025-12-312026-01-23

ADP AUTOMATIC DATA PROCESSING INC COM13.2K shares-14.01%2025-12-312026-01-23

MA MASTERCARD INCORPORATED CL A5.9K shares-17.25%2025-12-312026-01-23

IUSG ISHARES CORE S&P U.S. GROWTH ETF19.5K shares7.22%2025-12-312026-01-23

CVX CHEVRON CORP NEW COM21.3K shares-20.21%2025-12-312026-01-23

UNP UNION PAC CORP COM13.8K shares5.18%2025-12-312026-01-23

GE AEROSPACE COM NEW GE AEROSPACE COM NEW10.3K shares-3.57%2025-12-312026-01-23

Sponsored

DIS DISNEY WALT CO COM27.4K shares-15.09%2025-12-312026-01-23

MU MICRON TECHNOLOGY INC COM10.9K shares-6.41%2025-12-312026-01-23

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS13.6K shares-7.96%2025-12-312026-01-23

QUAL ISHARES MSCI USA QUALITY FACTOR ETF15.5K shares-32.57%2025-12-312026-01-23

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF26.0K shares-53.03%2025-12-312026-01-23

BMY BRISTOL-MYERS SQUIBB CO COM56.7K shares-4.82%2025-12-312026-01-23

PG PROCTER & GAMBLE CO COM21.0K shares-10.82%2025-12-312026-01-23

CHD CHURCH & DWIGHT CO INC COM35.8K shares-1.12%2025-12-312026-01-23

Sponsored

ICE INTERCONTINENTAL EXCHANGE INC COM18.4K shares1.91%2025-12-312026-01-23

DHR DANAHER CORPORATION COM13.0K shares-7.55%2025-12-312026-01-23

BUFG FT VEST BUFFERED ALLOCATION GROWTH ETF108.0K shares11.49%2025-12-312026-01-23

BAC BANK AMERICA CORP COM53.5K shares-16.67%2025-12-312026-01-23

GDIV HARBOR DIVIDEND GROWTH LEADERS ETF175.9K shares-20.10%2025-12-312026-01-23

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST6.0K shares0.94%2025-12-312026-01-23

MCO MOODYS CORP COM5.6K shares-0.58%2025-12-312026-01-23

HOUS ANYWHERE REAL ESTATE INC COM200.2K shares0.00%2025-12-312026-01-23

Sponsored

TXN TEXAS INSTRS INC COM16.1K shares2.72%2025-12-312026-01-23

MEDTRONIC PLC SHS MEDTRONIC PLC SHS29.1K shares-2.66%2025-12-312026-01-23

MMC MARSH COM15.0K shares-12.48%2025-12-312026-01-23

DVY ISHARES SELECT DIVIDEND ETF18.7K shares-3.40%2025-12-312026-01-23

IBTI ISHARES IBONDS DEC 2028 TERM TREASURY ETF115.5K shares-2.53%2025-12-312026-01-23

IWF ISHARES RUSSELL 1000 GROWTH ETF5.5K shares-42.24%2025-12-312026-01-23

EATON CORP PLC SHS EATON CORP PLC SHS8.0K shares-28.54%2025-12-312026-01-23

IVE ISHARES S&P 500 VALUE ETF11.9K shares-4.80%2025-12-312026-01-23

Sponsored

NFLX NETFLIX INC. COM26.6K shares749.63%2025-12-312026-01-23

HON HONEYWELL INTL INC COM12.7K shares-16.51%2025-12-312026-01-23

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF16.0K shares-57.68%2025-12-312026-01-23

PPG PPG INDS INC COM23.8K shares3.76%2025-12-312026-01-23

SYK STRYKER CORPORATION COM6.9K shares-31.35%2025-12-312026-01-23

VO VANGUARD MID-CAP ETF8.4K shares-10.61%2025-12-312026-01-23

ASML ASML HOLDING N V N Y REGISTRY SHS2.2K shares-9.07%2025-12-312026-01-23

BRO BROWN & BROWN INC COM29.4K shares528.82%2025-12-312026-01-23

Sponsored

VFH VANGUARD FINANCIALS ETF17.1K shares-4.43%2025-12-312026-01-23

UCON FIRST TRUST SMITH UNCONSTRAINED BOND ETF90.9K shares2.02%2025-12-312026-01-23

GS GOLDMAN SACHS GROUP INC COM2.6K shares2.58%2025-12-312026-01-23

CB CHUBB LIMITED COM7.2K shares24.66%2025-12-312026-01-23

IBB ISHARES BIOTECHNOLOGY ETF13.4K shares29.50%2025-12-312026-01-23

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF36.3K shares-35.98%2025-12-312026-01-23

HDV ISHARES CORE HIGH DIVIDEND ETF18.2K shares0.55%2025-12-312026-01-23

FEGE FIRST EAGLE GLOBAL EQUITY ETF47.8K shares63.77%2025-12-312026-01-23

Sponsored

RTX RTX CORPORATION COM11.9K shares-25.16%2025-12-312026-01-23

CSCO CISCO SYS INC COM28.1K shares-20.34%2025-12-312026-01-23

GEV GE VERNOVA INC COM3.3K shares0.58%2025-12-312026-01-23

CITIGROUP INC COM NEW CITIGROUP INC COM NEW18.0K shares-7.97%2025-12-312026-01-23

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A7.8K shares13.04%2025-12-312026-01-23

SPGP INVESCO S&P 500 GARP ETF18.1K shares0.29%2025-12-312026-01-23

KFY KORN FERRY COM NEW31.0K shares0.02%2025-12-312026-01-23

CNC CENTENE CORP DEL COM49.5K shares32.97%2025-12-312026-01-23

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND27.6K shares-66.25%2025-12-312026-01-23

PEP PEPSICO INC COM14.1K shares-7.17%2025-12-312026-01-23

SDY STATE STREET SPDR S&P DIVIDEND ETF14.5K shares-18.37%2025-12-312026-01-23

NEE NEXTERA ENERGY INC COM24.9K shares-10.38%2025-12-312026-01-23

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF16.7K shares-17.16%2025-12-312026-01-23

PLTR PALANTIR TECHNOLOGIES INC CL A10.6K shares0.57%2025-12-312026-01-23

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF40.4K shares-7.39%2025-12-312026-01-23

ZM ZOOM COMMUNICATIONS INC CL A21.8K shares28.94%2025-12-312026-01-23

Sponsored

AMT AMERICAN TOWER CORP NEW COM10.6K shares17.13%2025-12-312026-01-23

BR BROADRIDGE FINL SOLUTIONS INC COM8.3K shares-19.79%2025-12-312026-01-23

VBK VANGUARD SMALL-CAP GROWTH ETF6.1K shares-0.39%2025-12-312026-01-23

SHW SHERWIN WILLIAMS CO COM5.7K shares-18.56%2025-12-312026-01-23

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS13.9K shares37.87%2025-12-312026-01-23

TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS5.9K shares20.26%2025-12-312026-01-23

PM PHILIP MORRIS INTL INC COM11.2K shares-6.46%2025-12-312026-01-23

FDX FEDEX CORP COM6.1K shares-27.11%2025-12-312026-01-23

Sponsored

VONG VANGUARD RUSSELL 1000 GROWTH ETF14.5K shares21.48%2025-12-312026-01-23

CRM SALESFORCE INC COM6.7K shares21.82%2025-12-312026-01-23

ROL ROLLINS INC COM29.3K shares-18.62%2025-12-312026-01-23

COST COSTCO WHOLESALE CORPORATION COM2.0K shares-31.96%2025-12-312026-01-23

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF30.1K shares-5.96%2025-12-312026-01-23

SHY ISHARES 1-3 YEAR TREASURY BOND ETF20.6K shares-28.43%2025-12-312026-01-23

CEG CONSTELLATION ENERGY CORP COM4.8K shares-3.63%2025-12-312026-01-23

FTCB FIRST TRUST CORE INVESTMENT GRADE ETF79.1K shares-0.11%2025-12-312026-01-23

Sponsored

NKE NIKE INC CL B26.3K shares-7.19%2025-12-312026-01-23

GM GENERAL MTRS CO COM20.6K shares-0.45%2025-12-312026-01-23

LULU LULULEMON ATHLETICA INC COM8.0K shares2.08%2025-12-312026-01-23

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN34.4K shares13.25%2025-12-312026-01-23

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF20.1K shares-56.68%2025-12-312026-01-23

VB VANGUARD SMALL-CAP ETF6.0K shares-47.58%2025-12-312026-01-23

ESGU ISHARES ESG AWARE MSCI USA ETF10.3K shares-38.93%2025-12-312026-01-23

KO COCA COLA CO COM21.8K shares-24.21%2025-12-312026-01-23

Sponsored

BDX BECTON DICKINSON & CO COM7.7K shares33.47%2025-12-312026-01-23

NOW SERVICENOW INC COM9.7K shares456.74%2025-12-312026-01-23

INTC INTEL CORP COM40.1K shares3.82%2025-12-312026-01-23

ISHARES GOLD TRUST ISHARES GOLD TRUST18.0K shares-10.38%2025-12-312026-01-23

QCOM QUALCOMM INC COM8.5K shares-12.05%2025-12-312026-01-23

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF25.4K shares-18.35%2025-12-312026-01-23

LOW LOWES COS INC COM6.0K shares-3.54%2025-12-312026-01-23

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND31.4K shares-1.10%2025-12-312026-01-23

Sponsored

AMD ADVANCED MICRO DEVICES INC COM6.7K shares-18.90%2025-12-312026-01-23

AMGN AMGEN INC COM4.3K shares-31.08%2025-12-312026-01-23

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF9.1K shares1.08%2025-12-312026-01-23

AZN ASTRAZENECA PLC SPONSORED ADR15.2K shares-8.29%2025-12-312026-01-23

BRC BRADY CORP CL A17.7K shares11.23%2025-12-312026-01-23

TT TRANE TECHNOLOGIES PLC SHS3.6K shares-15.86%2025-12-312026-01-23

ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW60.9K shares-1.97%2025-12-312026-01-23

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF23.9K shares-5.28%2025-12-312026-01-23

Sponsored

ABNB AIRBNB INC COM CL A9.9K shares-14.35%2025-12-312026-01-23

NEM NEWMONT CORP COM13.5K shares18.08%2025-12-312026-01-23

SCHD SCHWAB US DIVIDEND EQUITY ETF48.8K shares2.84%2025-12-312026-01-23

FTHY FIRST TR HIGH YIELD OPPRT 2027 COM95.2K shares11.59%2025-12-312026-01-23

SMIG BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF46.5K sharesnew addition2025-12-312026-01-23

EXPE EXPEDIA GROUP INC COM NEW4.7K shares7.51%2025-12-312026-01-23

EFV ISHARES MSCI EAFE VALUE ETF18.5K shares-31.20%2025-12-312026-01-23

SCHX SCHWAB U.S. LARGE-CAP ETF49.2K shares-0.95%2025-12-312026-01-23

Sponsored

SHOP SHOPIFY INC CL A SUB VTG SHS8.2K shares-4.48%2025-12-312026-01-23

AVUV AVANTIS U.S. SMALL CAP VALUE ETF12.9K shares-50.17%2025-12-312026-01-23

BLACKROCK INC COM BLACKROCK INC COM1.2K shares-1.76%2025-12-312026-01-23

MCD MCDONALDS CORP COM4.3K shares-21.54%2025-12-312026-01-23

CHYM CHIME FINL INC COM SHS CL A51.1K sharesnew addition2025-12-312026-01-23

INTU INTUIT COM1.9K shares-5.04%2025-12-312026-01-23

TMO THERMO FISHER SCIENTIFIC INC COM2.2K shares-60.33%2025-12-312026-01-23

IUSV ISHARES CORE S&P US VALUE ETF12.5K shares63.53%2025-12-312026-01-23

Sponsored

NVS NOVARTIS AG SPONSORED ADR9.2K shares-4.51%2025-12-312026-01-23

VTWO VANGUARD RUSSELL 2000 ETF12.7K shares6.79%2025-12-312026-01-23

COP CONOCOPHILLIPS COM13.1K shares9.11%2025-12-312026-01-23

BP BP PLC SPONSORED ADR35.2K shares-5.80%2025-12-312026-01-23

IWS ISHARES RUSSELL MID-CAP VALUE ETF8.7K shares-3.39%2025-12-312026-01-23

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF13.1K shares67.01%2025-12-312026-01-23

DHI D R HORTON INC COM8.3K shares2.32%2025-12-312026-01-23

FAST FASTENAL CO COM29.6K shares-21.83%2025-12-312026-01-23

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.5K shares-0.54%2025-12-312026-01-23

ADBE ADOBE INC COM3.3K shares-17.58%2025-12-312026-01-23

SMH VANECK SEMICONDUCTOR ETF3.2K shares-2.03%2025-12-312026-01-23

THE CIGNA GROUP COM THE CIGNA GROUP COM4.2K shares7.56%2025-12-312026-01-23

VPL VANGUARD FTSE PACIFIC ETF12.8K shares-65.61%2025-12-312026-01-23

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF14.5K shares-75.18%2025-12-312026-01-23

IWP ISHARES RUSSELL MID-CAP GROWTH ETF8.4K shares-1.84%2025-12-312026-01-23

EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF12.2K shares-67.58%2025-12-312026-01-23

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PCG PG&E CORP COM71.1K shares45.71%2025-12-312026-01-23

DG DOLLAR GEN CORP NEW COM8.5K shares51.31%2025-12-312026-01-23

IWB ISHARES RUSSELL 1000 ETF3.0K shares-22.76%2025-12-312026-01-23

ISRG INTUITIVE SURGICAL INC COM NEW2.0K shares-30.37%2025-12-312026-01-23

OEF ISHARES S&P 100 ETF3.2K shares-32.65%2025-12-312026-01-23

EIX EDISON INTL COM18.2K shares75.09%2025-12-312026-01-23

UBER UBER TECHNOLOGIES INC COM13.0K shares-9.35%2025-12-312026-01-23

AA ALCOA CORP COM19.6K sharesnew addition2025-12-312026-01-23

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BK BANK NEW YORK MELLON CORP COM8.9K shares19.43%2025-12-312026-01-23

CAT CATERPILLAR INC COM1.8K shares-44.07%2025-12-312026-01-23

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF23.9K shares-4.95%2025-12-312026-01-23

WM WASTE MGMT INC DEL COM4.6K shares11.91%2025-12-312026-01-23

MMM 3M CO COM6.4K shares0.54%2025-12-312026-01-23

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF4.1K shares24.54%2025-12-312026-01-23

VBR VANGUARD SMALL CAP VALUE ETF4.8K shares-5.82%2025-12-312026-01-23

BSX BOSTON SCIENTIFIC CORP COM10.7K shares-21.81%2025-12-312026-01-23

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URA GLOBAL X URANIUM ETF23.7K shares-3.26%2025-12-312026-01-23

LINDE PLC SHS LINDE PLC SHS2.4K shares-14.97%2025-12-312026-01-23

USMV ISHARES MSCI USA MIN VOL FACTOR ETF10.7K shares0.65%2025-12-312026-01-23

ATLASSIAN CORPORATION CL A ATLASSIAN CORPORATION CL A6.2K shares387.11%2025-12-312026-01-23

APH AMPHENOL CORP NEW CL A7.3K shares60.59%2025-12-312026-01-23

CALF PACER US SMALL CAP CASH COWS ETF22.3K shares-4.92%2025-12-312026-01-23

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW15.1K sharesnew addition2025-12-312026-01-23

AMP AMERIPRISE FINL INC COM2.0K shares26.78%2025-12-312026-01-23

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CRWD CROWDSTRIKE HLDGS INC CL A2.1K shares8.57%2025-12-312026-01-23

VEA VANGUARD FTSE DEVELOPED MARKETS ETF15.6K shares33.78%2025-12-312026-01-23

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS6.6K shares-0.87%2025-12-312026-01-23

SHEL SHELL PLC SPON ADS13.1K shares12.54%2025-12-312026-01-23

UNH UNITEDHEALTH GROUP INC COM2.9K shares-6.59%2025-12-312026-01-23

KKR & CO INC COM KKR & CO INC COM7.4K shares0.83%2025-12-312026-01-23

ACWI ISHARES MSCI ACWI ETF6.6K shares-0.18%2025-12-312026-01-23

HCA HCA HEALTHCARE INC COM2.0K shares31.40%2025-12-312026-01-23

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MSCI MSCI INC COM1.6K shares-20.45%2025-12-312026-01-23

PNC PNC FINL SVCS GROUP INC COM4.4K shares-13.36%2025-12-312026-01-23

WMB WILLIAMS COS INC COM15.2K shares15.91%2025-12-312026-01-23

VRTX VERTEX PHARMACEUTICALS INC COM2.0K shares-21.73%2025-12-312026-01-23

ALL ALLSTATE CORP COM4.3K shares-36.78%2025-12-312026-01-23

NFRA FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND14.9K shares7.99%2025-12-312026-01-23

MCK MCKESSON CORP COM1.1K shares8.50%2025-12-312026-01-23

IBTH ISHARES IBONDS DEC 2027 TERM TREASURY ETF40.0K shares-0.66%2025-12-312026-01-23

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SBUX STARBUCKS CORP COM10.7K shares-6.62%2025-12-312026-01-23

TSCO TRACTOR SUPPLY CO COM17.9K shares-18.45%2025-12-312026-01-23

CMCSA COMCAST CORP NEW CL A29.9K shares-11.06%2025-12-312026-01-23

EFA ISHARES MSCI EAFE ETF9.3K shares-77.53%2025-12-312026-01-23

TOL TOLL BROTHERS INC COM6.6K shares-0.06%2025-12-312026-01-23

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF16.6K shares91.80%2025-12-312026-01-23

GBTC GRAYSCALE BITCOIN TRUST ETF12.7K shares15.26%2025-12-312026-01-23

PLD PROLOGIS INC. COM6.6K shares7.77%2025-12-312026-01-23

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CVS CVS HEALTH CORP COM10.7K shares-32.27%2025-12-312026-01-23

LMT LOCKHEED MARTIN CORP COM1.7K shares-19.16%2025-12-312026-01-23

FCX FREEPORT-MCMORAN INC CL B16.3K shares92.52%2025-12-312026-01-23

IWR ISHARES RUSSELL MIDCAP ETF8.6K shares10.59%2025-12-312026-01-23

CME CME GROUP INC COM3.0K shares-1.31%2025-12-312026-01-23

PANW PALO ALTO NETWORKS INC COM4.5K shares-59.16%2025-12-312026-01-23

EXC EXELON CORP COM18.8K shares-25.57%2025-12-312026-01-23

ET ENERGY TRANSFER L P COM UT LTD PTN49.7K shares-12.66%2025-12-312026-01-23

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INCY INCYTE CORP COM8.3K shares2.69%2025-12-312026-01-23

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF17.4K shares0.00%2025-12-312026-01-23

BTI BRITISH AMERN TOB PLC SPONSORED ADR14.3K shares30.90%2025-12-312026-01-23

FIX COMFORT SYS USA INC COM865 shares32.06%2025-12-312026-01-23

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF20.8K shares-28.53%2025-12-312026-01-23

IAT ISHARES U.S. REGIONAL BANKS ETF14.5K shares0.00%2025-12-312026-01-23

GILD GILEAD SCIENCES INC COM6.5K shares4.85%2025-12-312026-01-23

FMAY FT VEST U.S. EQUITY BUFFER FUND - MAY14.9K shares-11.23%2025-12-312026-01-23

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WDAY WORKDAY INC CL A3.7K shares5.77%2025-12-312026-01-23

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF22.9K shares-0.25%2025-12-312026-01-23

ECL ECOLAB INC COM3.0K shares-1.81%2025-12-312026-01-23

PSX PHILLIPS 66 COM6.0K shares22.30%2025-12-312026-01-23

BKNG BOOKING HOLDINGS INC COM145 shares23.93%2025-12-312026-01-23

CL COLGATE PALMOLIVE CO COM9.8K shares-4.29%2025-12-312026-01-23

AXP AMERICAN EXPRESS CO COM2.1K shares-10.06%2025-12-312026-01-23

IWM ISHARES RUSSELL 2000 ETF3.1K shares-34.65%2025-12-312026-01-23

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VONV VANGUARD RUSSELL 1000 VALUE ETF8.3K shares-37.42%2025-12-312026-01-23

IGM ISHARES EXPANDED TECH SECTOR ETF5.9K shares-80.04%2025-12-312026-01-23

TDG TRANSDIGM GROUP INC COM568 shares14.52%2025-12-312026-01-23

REGN REGENERON PHARMACEUTICALS COM975 shares43.59%2025-12-312026-01-23

DAL DELTA AIR LINES INC DEL COM NEW10.8K shares11.51%2025-12-312026-01-23

SCHZ SCHWAB US AGGREGATE BOND ETF31.9K shares-30.21%2025-12-312026-01-23

PAYX PAYCHEX INC COM6.6K shares-15.65%2025-12-312026-01-23

DFAS DIMENSIONAL U.S. SMALL CAP ETF10.6K shares0.00%2025-12-312026-01-23

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SNPS SYNOPSYS INC COM1.6K shares-43.55%2025-12-312026-01-23

AMAT APPLIED MATLS INC COM2.9K shares-14.77%2025-12-312026-01-23

USB US BANCORP DEL COM NEW13.8K shares70.75%2025-12-312026-01-23

ELV ELEVANCE HEALTH INC FORMERLY A COM2.1K shares25.65%2025-12-312026-01-23

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF8.7K shares-66.83%2025-12-312026-01-23

CHRW C H ROBINSON WORLDWIDE INC COM NEW4.5K shares29.81%2025-12-312026-01-23

EPD ENTERPRISE PRODS PARTNERS L P COM22.6K shares-15.12%2025-12-312026-01-23

JBHT HUNT J B TRANS SVCS INC COM3.7K shares28.45%2025-12-312026-01-23

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GPZ VANECK ALTERNATIVE ASSET MANAGER ETF26.6K sharesnew addition2025-12-312026-01-23

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM9.8K shares-20.14%2025-12-312026-01-23

MEDP MEDPACE HLDGS INC COM1.3K shares35.37%2025-12-312026-01-23

CGGR CAPITAL GROUP GROWTH ETF16.1K shares100.01%2025-12-312026-01-23

SNOW SNOWFLAKE INC COM SHS3.3K shares-6.62%2025-12-312026-01-23

MDLZ MONDELEZ INTL INC CL A12.9K shares-29.91%2025-12-312026-01-23

BA BOEING CO COM3.2K shares-12.25%2025-12-312026-01-23

SPOT SPOTIFY TECHNOLOGY S A SHS1.2K shares-11.67%2025-12-312026-01-23

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IT GARTNER INC COM2.7K shares35.62%2025-12-312026-01-23

BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS15.5K shares7.64%2025-12-312026-01-23

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF20.3K shares-12.11%2025-12-312026-01-23

SKYY FIRST TRUST CLOUD COMPUTING ETF5.1K shares-8.12%2025-12-312026-01-23

UAL UNITED AIRLS HLDGS INC COM6.0K shares11.40%2025-12-312026-01-23

CMI CUMMINS INC COM1.3K shares-8.35%2025-12-312026-01-23

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF12.5K shares-9.73%2025-12-312026-01-23

MBB ISHARES MBS ETF6.9K shares-8.85%2025-12-312026-01-23

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PFE PFIZER INC COM26.4K shares-44.69%2025-12-312026-01-23

IMO IMPERIAL OIL LTD COM NEW7.5K shares32.48%2025-12-312026-01-23

ORLY OREILLY AUTOMOTIVE INC COM7.1K shares3.30%2025-12-312026-01-23

WTW WILLIS TOWERS WATSON PLC LTD SHS2.0K shares12.51%2025-12-312026-01-23

CRH PLC ORD CRH PLC ORD5.2K shares-6.31%2025-12-312026-01-23

HYGV FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND15.8K shares4.37%2025-12-312026-01-23

FITB FIFTH THIRD BANCORP COM13.7K shares4.77%2025-12-312026-01-23

FTI TECHNIPFMC PLC COM14.3K shares12.83%2025-12-312026-01-23

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FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND6.9K shares-10.79%2025-12-312026-01-23

LH LABCORP HOLDINGS INC COM SHS2.5K shares-7.58%2025-12-312026-01-23

VLTO VERALTO CORP COM SHS6.3K shares-11.65%2025-12-312026-01-23

ADI ANALOG DEVICES INC COM2.3K shares4.41%2025-12-312026-01-23

AXON AXON ENTERPRISE INC COM1.1K shares84.65%2025-12-312026-01-23

CTAS CINTAS CORP COM3.3K sharesnew addition2025-12-312026-01-23

SCHW SCHWAB CHARLES CORP COM6.2K shares-19.22%2025-12-312026-01-23

TRV TRAVELERS COMPANIES INC COM2.1K shares-14.71%2025-12-312026-01-23

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ROK ROCKWELL AUTOMATION INC COM1.5K shares-8.84%2025-12-312026-01-23

MUB ISHARES NATIONAL MUNI BOND ETF5.6K shares-29.04%2025-12-312026-01-23

OMC OMNICOM GROUP INC COM7.3K shares144.86%2025-12-312026-01-23

PH PARKER-HANNIFIN CORP COM668 shares23.93%2025-12-312026-01-23

UPS UNITED PARCEL SERVICE INC CL B5.8K shares75.98%2025-12-312026-01-23

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF4.1K shares-35.98%2025-12-312026-01-23

AME AMETEK INC COM2.8K shares0.07%2025-12-312026-01-23

VZ VERIZON COMMUNICATIONS INC COM13.8K shares-67.05%2025-12-312026-01-23

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TLH ISHARES 10-20 YEAR TREASURY BOND ETF5.5K shares-43.60%2025-12-312026-01-23

CFG CITIZENS FINL GROUP INC COM9.6K shares16.50%2025-12-312026-01-23

ROCKET LAB CORP COM ROCKET LAB CORP COM8.0K shares7.75%2025-12-312026-01-23

ASLV ALLSPRING SPECIAL LARGE VALUE ETF19.9K shares58.01%2025-12-312026-01-23

WPM WHEATON PRECIOUS METALS CORP COM4.7K shares7.50%2025-12-312026-01-23

FICO FAIR ISAAC CORP COM326 shares-43.50%2025-12-312026-01-23

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OTIS OTIS WORLDWIDE CORP COM6.2K shares42.03%2025-12-312026-01-23

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ORI OLD REP INTL CORP COM11.9K shares6.77%2025-12-312026-01-23

GDX VANECK GOLD MINERS ETF6.3K shares-16.20%2025-12-312026-01-23

CIEN CIENA CORP COM NEW2.3K shares-52.47%2025-12-312026-01-23

QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND2.3K shares-8.37%2025-12-312026-01-23

ILMN ILLUMINA INC COM4.1K shares28.75%2025-12-312026-01-23

DEO DIAGEO PLC SPON ADR NEW6.2K shares5.06%2025-12-312026-01-23

UHS UNIVERSAL HLTH SVCS INC CL B2.4K shares35.98%2025-12-312026-01-23

FNF FIDELITY NATIONAL FINANCIAL IN COM SHS9.6K shares-0.66%2025-12-312026-01-23

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CDNS CADENCE DESIGN SYSTEM INC COM1.7K shares3.60%2025-12-312026-01-23

WDC WESTERN DIGITAL CORP COM3.0K shares3.75%2025-12-312026-01-23

COIN COINBASE GLOBAL INC COM CL A2.3K shares-2.93%2025-12-312026-01-23

ETHA ISHARES ETHEREUM TRUST ETF23.0K shares-62.55%2025-12-312026-01-23

LVS LAS VEGAS SANDS CORP COM7.9K sharesnew addition2025-12-312026-01-23

VTEB VANGUARD TAX-EXEMPT BOND ETF10.1K shares-78.58%2025-12-312026-01-23

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF6.7K shares-4.58%2025-12-312026-01-23

FMX FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS5.0K shares43.22%2025-12-312026-01-23

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SCHF SCHWAB INTERNATIONAL EQUITY ETF20.9K shares3.26%2025-12-312026-01-23

LYFT LYFT INC CL A COM25.4K shares6.62%2025-12-312026-01-23

SLB SLB LIMITED COM STK12.7K shares38.09%2025-12-312026-01-23

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF13.6K shares14.79%2025-12-312026-01-23

VMC VULCAN MATLS CO COM1.7K shares14.77%2025-12-312026-01-23

URI UNITED RENTALS INC COM600 shares6.95%2025-12-312026-01-23

IQV IQVIA HLDGS INC COM2.1K shares8.84%2025-12-312026-01-23

FTNT FORTINET INC COM6.1K shares127.71%2025-12-312026-01-23

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ODFL OLD DOMINION FREIGHT LINE INC COM3.0K shares20.59%2025-12-312026-01-23

CAH CARDINAL HEALTH INC COM2.3K shares-5.92%2025-12-312026-01-23

PYPL PAYPAL HLDGS INC COM8.2K shares70.30%2025-12-312026-01-23

AZO AUTOZONE INC COM139 shares-27.98%2025-12-312026-01-23

PRU PRUDENTIAL FINL INC COM4.2K shares2.40%2025-12-312026-01-23

MNST MONSTER BEVERAGE CORP NEW COM6.1K shares-4.85%2025-12-312026-01-23

AEP AMERICAN ELEC PWR CO INC COM4.0K shares-49.07%2025-12-312026-01-23

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER19.7K shares-66.54%2025-12-312026-01-23

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TFC TRUIST FINL CORP COM9.4K shares-4.25%2025-12-312026-01-23

FBTC FIDELITY WISE ORIGIN BITCOIN FUND6.1K shares174.06%2025-12-312026-01-23

TER TERADYNE INC COM2.4K sharesnew addition2025-12-312026-01-23

HAS HASBRO INC COM5.6K shares5.21%2025-12-312026-01-23

MKTX MARKETAXESS HLDGS INC COM2.5K sharesnew addition2025-12-312026-01-23

BBY BEST BUY INC COM6.8K shares25.69%2025-12-312026-01-23

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF25.5K shares2.89%2025-12-312026-01-23

RBLX ROBLOX CORP CL A5.5K shares-30.29%2025-12-312026-01-23

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EME EMCOR GROUP INC COM733 shares3.09%2025-12-312026-01-23

WELL WELLTOWER INC COM2.4K shares8.27%2025-12-312026-01-23

HAL HALLIBURTON CO COM15.8K shares6.95%2025-12-312026-01-23

LDOS LEIDOS HOLDINGS INC COM2.5K shares-2.06%2025-12-312026-01-23

KDP KEURIG DR PEPPER INC COM15.9K shares-3.91%2025-12-312026-01-23

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF8.9K shares-25.36%2025-12-312026-01-23

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW2.6K shares14.54%2025-12-312026-01-23

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF4.9K shares13.11%2025-12-312026-01-23

Sponsored

SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF7.9K shares9.60%2025-12-312026-01-23

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF9.8K shares108.27%2025-12-312026-01-23

TPR TAPESTRY INC COM3.4K shares-8.59%2025-12-312026-01-23

IHI ISHARES U.S. MEDICAL DEVICES ETF7.0K shares-69.30%2025-12-312026-01-23

TLT ISHARES 20 YEAR TREASURY BOND ETF4.9K shares-82.76%2025-12-312026-01-23

MLI MUELLER INDS INC COM3.8K shares52.69%2025-12-312026-01-23

LEN LENNAR CORP CL A4.2K shares11.26%2025-12-312026-01-23

MAS MASCO CORP COM6.8K shares3.20%2025-12-312026-01-23

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BCSF BAIN CAP SPECIALTY FIN INC COM STK30.9K shares2.36%2025-12-312026-01-23

TSN TYSON FOODS INC CL A7.3K shares5.39%2025-12-312026-01-23

MDB MONGODB INC CL A1.0K shares-22.71%2025-12-312026-01-23

CBRE CBRE GROUP INC CL A2.6K shares-13.75%2025-12-312026-01-23

ABT ABBOTT LABS COM3.4K shares-7.10%2025-12-312026-01-23

ESTC ELASTIC N V ORD SHS5.6K shares84.39%2025-12-312026-01-23

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF5.3K shares0.00%2025-12-312026-01-23

CMG CHIPOTLE MEXICAN GRILL INC COM11.4K sharesnew addition2025-12-312026-01-23

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HLN HALEON PLC SPON ADS41.6K shares27.17%2025-12-312026-01-23

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF3.8K shares10.64%2025-12-312026-01-23

FETH FIDELITY ETHEREUM FUND ETF14.0K sharesnew addition2025-12-312026-01-23

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF3.6K shares18.90%2025-12-312026-01-23

KRYS KRYSTAL BIOTECH INC COM1.7K shares0.00%2025-12-312026-01-23

GLW CORNING INC COM4.7K shares-59.04%2025-12-312026-01-23

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF10.7K shares0.00%2025-12-312026-01-23

NXPI NXP SEMICONDUCTORS N V COM1.9K shares-5.33%2025-12-312026-01-23

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IYW ISHARES U.S. TECHNOLOGY ETF2.0K shares-47.61%2025-12-312026-01-23

EMR EMERSON ELEC CO COM3.0K shares-9.42%2025-12-312026-01-23

NUE NUCOR CORP COM2.5K shares13.76%2025-12-312026-01-23

OKE ONEOK INC NEW COM5.4K sharesnew addition2025-12-312026-01-23

IEUR ISHARES CORE MSCI EUROPE ETF5.6K shares-65.23%2025-12-312026-01-23

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF8.5K shares0.51%2025-12-312026-01-23

LYB LYONDELLBASELL INDUSTRIES N V SHS - A -9.1K sharesnew addition2025-12-312026-01-23

YUM YUM BRANDS INC COM2.6K shares-29.34%2025-12-312026-01-23

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AMRZ AMRIZE LTD SHS7.3K shares10.72%2025-12-312026-01-23

ISCV ISHARES MORNINGSTAR SMALL CAP VALUE ETF5.7K shares0.00%2025-12-312026-01-23

FJUN FT VEST U.S. EQUITY BUFFER ETF - JUNE6.8K shares-6.04%2025-12-312026-01-23

XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF8.4K shares-24.69%2025-12-312026-01-23

CLOA ISHARES AAA CLO ACTIVE ETF7.5K shares-32.84%2025-12-312026-01-23

NOC NORTHROP GRUMMAN CORP COM681 shares-11.33%2025-12-312026-01-23

TXT TEXTRON INC COM4.4K shares58.91%2025-12-312026-01-23

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF7.1K sharesnew addition2025-12-312026-01-23

Sponsored

SSNC SS&C TECHNOLOGIES HLDGS INC COM4.4K shares-15.16%2025-12-312026-01-23

TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS12.3K shares-2.75%2025-12-312026-01-23

RL RALPH LAUREN CORP CL A1.1K shares21.41%2025-12-312026-01-23

FDS FACTSET RESH SYS INC COM1.3K sharesnew addition2025-12-312026-01-23

OHI OMEGA HEALTHCARE INVS INC COM8.6K shares3.94%2025-12-312026-01-23

IFF INTERNATIONAL FLAVORS&FRAGRANC COM5.7K sharesnew addition2025-12-312026-01-23

KMI KINDER MORGAN INC DEL COM13.9K shares-36.04%2025-12-312026-01-23

IAK ISHARES U.S. INSURANCE ETF2.8K sharesnew addition2025-12-312026-01-23

Sponsored

IVZ INVESCO LTD SHS14.4K shares9.93%2025-12-312026-01-23

MO ALTRIA GROUP INC COM6.5K shares-14.30%2025-12-312026-01-23

VRT VERTIV HOLDINGS CO COM CL A2.3K shares-47.51%2025-12-312026-01-23

DVN DEVON ENERGY CORP NEW COM10.3K shares-18.80%2025-12-312026-01-23

SYF SYNCHRONY FINANCIAL COM4.5K shares6.10%2025-12-312026-01-23

ADSK AUTODESK INC COM1.3K shares63.66%2025-12-312026-01-23

CTVA CORTEVA INC COM5.6K shares-3.18%2025-12-312026-01-23

GOVT ISHARES U.S. TREASURY BOND ETF16.3K shares-7.09%2025-12-312026-01-23

Sponsored

STERIS PLC SHS USD STERIS PLC SHS USD1.5K sharesnew addition2025-12-312026-01-23

ATO ATMOS ENERGY CORP COM2.2K shares8.82%2025-12-312026-01-23

DRAFTKINGS INC NEW COM CL A DRAFTKINGS INC NEW COM CL A10.8K shares-7.54%2025-12-312026-01-23

EVR EVERCORE INC CLASS A1.1K shares11.90%2025-12-312026-01-23

LAMR LAMAR ADVERTISING CO NEW CL A2.9K shares-2.04%2025-12-312026-01-23

EA ELECTRONIC ARTS INC COM1.8K shares-21.54%2025-12-312026-01-23

ADT ADT INC DEL COM45.6K shares0.15%2025-12-312026-01-23

CGBD CARLYLE SECURED LENDING INC COM29.5K shares2.81%2025-12-312026-01-23

Sponsored

EG EVEREST GROUP LTD COM1.1K shares-42.51%2025-12-312026-01-23

AER AERCAP HOLDINGS NV SHS2.5K shares-10.30%2025-12-312026-01-23

HII HUNTINGTON INGALLS INDS INC COM1.1K sharesnew addition2025-12-312026-01-23

D DOMINION ENERGY INC COM6.2K shares-10.90%2025-12-312026-01-23

CHTR CHARTER COMMUNICATIONS INC NEW CL A1.7K sharesnew addition2025-12-312026-01-23

T AT&T INC COM14.6K shares-58.26%2025-12-312026-01-23

XYLD GLOBAL X S&P 500 COVERED CALL ETF8.9K shares19.71%2025-12-312026-01-23

AMKR AMKOR TECHNOLOGY INC COM9.1K sharesnew addition2025-12-312026-01-23

Sponsored

EXE EXPAND ENERGY CORPORATION COM3.2K shares10.04%2025-12-312026-01-23

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF3.4K shares2.27%2025-12-312026-01-23

NBIX NEUROCRINE BIOSCIENCES INC COM2.5K shares13.47%2025-12-312026-01-23

NYT NEW YORK TIMES CO CL A5.1K shares12.77%2025-12-312026-01-23

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM2.5K shares7.09%2025-12-312026-01-23

THC TENET HEALTHCARE CORP COM NEW1.8K shares10.42%2025-12-312026-01-23

JCI JOHNSON CTLS INTL PLC SHS3.0K shares-20.96%2025-12-312026-01-23

VRSN VERISIGN INC COM1.5K shares-42.51%2025-12-312026-01-23

Sponsored

JHG JANUS HENDERSON GROUP PLC ORD SHS7.4K shares6.30%2025-12-312026-01-23

XYL XYLEM INC COM2.6K shares4.97%2025-12-312026-01-23

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.6K shares-41.98%2025-12-312026-01-23

IBTJ ISHARES IBONDS DEC 2029 TERM TREASURY ETF15.9K shares0.00%2025-12-312026-01-23

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM10.8K shares39.42%2025-12-312026-01-23

DGRO ISHARES CORE DIVIDEND GROWTH ETF5.0K shares0.00%2025-12-312026-01-23

DE DEERE & CO COM743 shares-4.62%2025-12-312026-01-23

CCK CROWN HLDGS INC COM3.3K shares20.04%2025-12-312026-01-23

Sponsored

ASH ASHLAND INC COM5.8K shares0.81%2025-12-312026-01-23

WY WEYERHAEUSER CO MTN BE COM NEW14.4K sharesnew addition2025-12-312026-01-23

BWA BORGWARNER INC COM7.6K shares-10.01%2025-12-312026-01-23

LHX L3HARRIS TECHNOLOGIES INC COM1.2K shares-11.54%2025-12-312026-01-23

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF4.0K shares0.00%2025-12-312026-01-23

CW CURTISS WRIGHT CORP COM619 shares-48.37%2025-12-312026-01-23

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF5.7K shares0.00%2025-12-312026-01-23

F FORD MTR CO COM25.9K shares5.49%2025-12-312026-01-23

Sponsored

SYY SYSCO CORP COM4.6K shares-30.46%2025-12-312026-01-23

EXEL EXELIXIS INC COM7.7K sharesnew addition2025-12-312026-01-23

FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A157 shares-13.74%2025-12-312026-01-23

EXPD EXPEDITORS INTL WASH INC COM2.3K sharesnew addition2025-12-312026-01-23

SNDK SANDISK CORP COM1.4K sharesnew addition2025-12-312026-01-23

EXAS EXACT SCIENCES CORP COM3.3K sharesnew addition2025-12-312026-01-23

CARR CARRIER GLOBAL CORPORATION COM6.3K shares14.57%2025-12-312026-01-23

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW2.8K shares-9.27%2025-12-312026-01-23

Sponsored

VTR VENTAS INC COM4.3K shares46.55%2025-12-312026-01-23

HYLS FIRST TRUST TACTICAL HIGH YIELD ETF7.9K shares-3.27%2025-12-312026-01-23

WAY WAYSTAR HLDG CORP COM10.0K shares-0.55%2025-12-312026-01-23

IXP ISHARES GLOBAL COMM SERVICES ETF2.7K shares3.99%2025-12-312026-01-23

AAPL

APPLE INC COM

-4.87%

Shares412.6K

Event2025-12-31

Filed2026-01-23

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.19%

Shares86.4K

Event2025-12-31

Filed2026-01-23

MSFT

MICROSOFT CORP COM

-12.51%

Shares73.3K

Event2025-12-31

Filed2026-01-23

MERCK & CO INC COM

-2.65%

Shares261.4K

Event2025-12-31

Filed2026-01-23

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

1.37%

Shares252.2K

Event2025-12-31

Filed2026-01-23

INVESCO QQQ TRUST SERIES I

0.95%

Shares38.1K

Event2025-12-31

Filed2026-01-23

NVDA

NVIDIA CORPORATION COM

-21.17%

Shares121.8K

Event2025-12-31

Filed2026-01-23

AMZN

AMAZON COM INC COM

-6.35%

Shares94.7K

Event2025-12-31

Filed2026-01-23

IBM

INTERNATIONAL BUSINESS MACHS COM

-3.60%

Shares58.6K

Event2025-12-31

Filed2026-01-23

ALPHABET INC CAP STK CL A

-0.19%

Shares54.1K

Event2025-12-31

Filed2026-01-23

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-5.58%

Shares117.9K

Event2025-12-31

Filed2026-01-23

BIZD

VANECK BDC INCOME ETF

New

Shares1.1M

Event2025-12-31

Filed2026-01-23

OWL

BLUE OWL CAPITAL INC COM CL A

-6.40%

Shares1.0M

Event2025-12-31

Filed2026-01-23

OBDC

BLUE OWL CAPITAL CORPORATION COM

-48.62%

Shares1.2M

Event2025-12-31

Filed2026-01-23

SPY

SPDR S&P 500 ETF TRUST

-10.28%

Shares21.7K

Event2025-12-31

Filed2026-01-23

JPM

JPMORGAN CHASE & CO. COM

-9.92%

Shares45.7K

Event2025-12-31

Filed2026-01-23

SPGI

S&P GLOBAL INC COM

0.40%

Shares27.8K

Event2025-12-31

Filed2026-01-23

ALPHABET INC CAP STK CL C

-34.09%

Shares39.5K

Event2025-12-31

Filed2026-01-23

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

5.73%

Shares368.0K

Event2025-12-31

Filed2026-01-23

FSK

FS KKR CAP CORP COM

-19.04%

Shares796.3K

Event2025-12-31

Filed2026-01-23

BROADCOM INC COM

-2.51%

Shares32.9K

Event2025-12-31

Filed2026-01-23

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-15.92%

Shares50.4K

Event2025-12-31

Filed2026-01-23

META

META PLATFORMS INC CL A

-4.11%

Shares16.4K

Event2025-12-31

Filed2026-01-23

VANGUARD LARGE-CAP ETF

-0.53%

Shares33.4K

Event2025-12-31

Filed2026-01-23

XOM

EXXON MOBIL CORP COM

-3.67%

Shares84.3K

Event2025-12-31

Filed2026-01-23

LLY

ELI LILLY & CO COM

-16.94%

Shares9.3K

Event2025-12-31

Filed2026-01-23

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares13

Event2025-12-31

Filed2026-01-23

TSLA

TESLA INC COM

0.96%

Shares20.4K

Event2025-12-31

Filed2026-01-23

JNJ

JOHNSON & JOHNSON COM

-20.69%

Shares43.9K

Event2025-12-31

Filed2026-01-23

VANGUARD S&P 500 ETF

-3.53%

Shares14.3K

Event2025-12-31

Filed2026-01-23

HOME DEPOT INC COM

-8.65%

Shares23.5K

Event2025-12-31

Filed2026-01-23

ALERIAN MLP ETF

24.30%

Shares170.2K

Event2025-12-31

Filed2026-01-23

GLD

SPDR GOLD SHARES

-82.45%

Shares19.7K

Event2025-12-31

Filed2026-01-23

IVV

ISHARES CORE S&P 500 ETF

-36.84%

Shares11.4K

Event2025-12-31

Filed2026-01-23

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

-0.69%

Shares70.6K

Event2025-12-31

Filed2026-01-23

ORCL

ORACLE CORP COM

-5.11%

Shares36.6K

Event2025-12-31

Filed2026-01-23

ABBV

ABBVIE INC COM

-10.16%

Shares29.4K

Event2025-12-31

Filed2026-01-23

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

-2.35%

Shares168.0K

Event2025-12-31

Filed2026-01-23

BLACKSTONE INC COM

-16.30%

Shares43.1K

Event2025-12-31

Filed2026-01-23

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

8.82%

Shares46.0K

Event2025-12-31

Filed2026-01-23

TCPC

BLACKROCK TCP CAPITAL CORP COM

-4.15%

Shares1.2M

Event2025-12-31

Filed2026-01-23

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-24.59%

Shares50.8K

Event2025-12-31

Filed2026-01-23

VISA INC COM CL A

-45.50%

Shares17.0K

Event2025-12-31

Filed2026-01-23

BGB

BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN

-15.78%

Shares454.4K

Event2025-12-31

Filed2026-01-23

IJH

ISHARES CORE S&P MID-CAP ETF

1.61%

Shares78.4K

Event2025-12-31

Filed2026-01-23

VTV

VANGUARD VALUE ETF

-18.44%

Shares27.1K

Event2025-12-31

Filed2026-01-23

IJR

ISHARES CORE S&P SMALL CAP ETF

26.33%

Shares40.3K

Event2025-12-31

Filed2026-01-23

IEFA

ISHARES CORE MSCI EAFE ETF

-1.20%

Shares54.1K

Event2025-12-31

Filed2026-01-23

XLG

INVESCO S&P 500 TOP 50 ETF

-1.35%

Shares80.1K

Event2025-12-31

Filed2026-01-23

MORGAN STANLEY COM NEW

8.08%

Shares25.8K

Event2025-12-31

Filed2026-01-23

IBIT

ISHARES BITCOIN TRUST ETF

-11.72%

Shares90.1K

Event2025-12-31

Filed2026-01-23

VTI

VANGUARD TOTAL STOCK MARKET ETF

-55.58%

Shares13.2K

Event2025-12-31

Filed2026-01-23

WFC

WELLS FARGO CO NEW COM

-3.47%

Shares45.3K

Event2025-12-31

Filed2026-01-23

COF

CAPITAL ONE FINL CORP COM

7.65%

Shares17.4K

Event2025-12-31

Filed2026-01-23

SOXX

ISHARES SEMICONDUCTOR ETF

1.01%

Shares13.9K

Event2025-12-31

Filed2026-01-23

WMT

WALMART INC COM

-9.74%

Shares37.0K

Event2025-12-31

Filed2026-01-23

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

-14.58%

Shares5.4K

Event2025-12-31

Filed2026-01-23

GWW

WW GRAINGER INC COM

-0.18%

Shares4.0K

Event2025-12-31

Filed2026-01-23

AGNC

AGNC INVT CORP COM

-30.39%

Shares366.8K

Event2025-12-31

Filed2026-01-23

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-41.78%

Shares71.7K

Event2025-12-31

Filed2026-01-23

VUG

VANGUARD GROWTH ETF

-20.38%

Shares8.0K

Event2025-12-31

Filed2026-01-23

TJX

TJX COS INC NEW COM

-8.36%

Shares25.2K

Event2025-12-31

Filed2026-01-23

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

-1.62%

Shares102.0K

Event2025-12-31

Filed2026-01-23

NMFC

NEW MTN FIN CORP COM

-41.25%

Shares420.5K

Event2025-12-31

Filed2026-01-23

GSBD

GOLDMAN SACHS BDC INC SHS

-2.92%

Shares399.9K

Event2025-12-31

Filed2026-01-23

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

-7.89%

Shares137.9K

Event2025-12-31

Filed2026-01-23

CENCORA INC COM

-18.75%

Shares10.8K

Event2025-12-31

Filed2026-01-23

XBI

STATE STREET SPDR S&P BIOTECH ETF

-13.29%

Shares29.5K

Event2025-12-31

Filed2026-01-23

IVW

ISHARES S&P 500 GROWTH ETF

-19.89%

Shares29.0K

Event2025-12-31

Filed2026-01-23

INVESCO S&P 500 EQUAL WEIGHT ETF

34.41%

Shares18.6K

Event2025-12-31

Filed2026-01-23

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-8.73%

Shares53.0K

Event2025-12-31

Filed2026-01-23

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-19.64%

Shares43.7K

Event2025-12-31

Filed2026-01-23

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

89.80%

Shares77.5K

Event2025-12-31

Filed2026-01-23

WINN

HARBOR LONG-TERM GROWERS ETF

-1.54%

Shares110.9K

Event2025-12-31

Filed2026-01-23

ADP

AUTOMATIC DATA PROCESSING INC COM

-14.01%

Shares13.2K

Event2025-12-31

Filed2026-01-23

MASTERCARD INCORPORATED CL A

-17.25%

Shares5.9K

Event2025-12-31

Filed2026-01-23

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

7.22%

Shares19.5K

Event2025-12-31

Filed2026-01-23

CVX

CHEVRON CORP NEW COM

-20.21%

Shares21.3K

Event2025-12-31

Filed2026-01-23

UNP

UNION PAC CORP COM

5.18%

Shares13.8K

Event2025-12-31

Filed2026-01-23

GE AEROSPACE COM NEW

-3.57%

Shares10.3K

Event2025-12-31

Filed2026-01-23

DIS

DISNEY WALT CO COM

-15.09%

Shares27.4K

Event2025-12-31

Filed2026-01-23

MICRON TECHNOLOGY INC COM

-6.41%

Shares10.9K

Event2025-12-31

Filed2026-01-23

TE CONNECTIVITY PLC ORD SHS

-7.96%

Shares13.6K

Event2025-12-31

Filed2026-01-23

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-32.57%

Shares15.5K

Event2025-12-31

Filed2026-01-23

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-53.03%

Shares26.0K

Event2025-12-31

Filed2026-01-23

BMY

BRISTOL-MYERS SQUIBB CO COM

-4.82%

Shares56.7K

Event2025-12-31

Filed2026-01-23

PROCTER & GAMBLE CO COM

-10.82%

Shares21.0K

Event2025-12-31

Filed2026-01-23

CHD

CHURCH & DWIGHT CO INC COM

-1.12%

Shares35.8K

Event2025-12-31

Filed2026-01-23

ICE

INTERCONTINENTAL EXCHANGE INC COM

1.91%

Shares18.4K

Event2025-12-31

Filed2026-01-23

DHR

DANAHER CORPORATION COM

-7.55%

Shares13.0K

Event2025-12-31

Filed2026-01-23

BUFG

FT VEST BUFFERED ALLOCATION GROWTH ETF

11.49%

Shares108.0K

Event2025-12-31

Filed2026-01-23

BAC

BANK AMERICA CORP COM

-16.67%

Shares53.5K

Event2025-12-31

Filed2026-01-23

GDIV

HARBOR DIVIDEND GROWTH LEADERS ETF

-20.10%

Shares175.9K

Event2025-12-31

Filed2026-01-23

DIA

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.94%

Shares6.0K

Event2025-12-31

Filed2026-01-23

MCO

MOODYS CORP COM

-0.58%

Shares5.6K

Event2025-12-31

Filed2026-01-23

HOUS

ANYWHERE REAL ESTATE INC COM

0.00%

Shares200.2K

Event2025-12-31

Filed2026-01-23

TXN

TEXAS INSTRS INC COM

2.72%

Shares16.1K

Event2025-12-31

Filed2026-01-23

MEDTRONIC PLC SHS

-2.66%

Shares29.1K

Event2025-12-31

Filed2026-01-23

MMC

MARSH COM

-12.48%

Shares15.0K

Event2025-12-31

Filed2026-01-23

DVY

ISHARES SELECT DIVIDEND ETF

-3.40%

Shares18.7K

Event2025-12-31

Filed2026-01-23

IBTI

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

-2.53%

Shares115.5K

Event2025-12-31

Filed2026-01-23

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-42.24%

Shares5.5K

Event2025-12-31

Filed2026-01-23

EATON CORP PLC SHS

-28.54%

Shares8.0K

Event2025-12-31

Filed2026-01-23

IVE

ISHARES S&P 500 VALUE ETF

-4.80%

Shares11.9K

Event2025-12-31

Filed2026-01-23

NFLX

NETFLIX INC. COM

749.63%

Shares26.6K

Event2025-12-31

Filed2026-01-23

HON

HONEYWELL INTL INC COM

-16.51%

Shares12.7K

Event2025-12-31

Filed2026-01-23

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

-57.68%

Shares16.0K

Event2025-12-31

Filed2026-01-23

PPG

PPG INDS INC COM

3.76%

Shares23.8K

Event2025-12-31

Filed2026-01-23

SYK

STRYKER CORPORATION COM

-31.35%

Shares6.9K

Event2025-12-31

Filed2026-01-23

VANGUARD MID-CAP ETF

-10.61%

Shares8.4K

Event2025-12-31

Filed2026-01-23

ASML

ASML HOLDING N V N Y REGISTRY SHS

-9.07%

Shares2.2K

Event2025-12-31

Filed2026-01-23

BRO

BROWN & BROWN INC COM

528.82%

Shares29.4K

Event2025-12-31

Filed2026-01-23

VFH

VANGUARD FINANCIALS ETF

-4.43%

Shares17.1K

Event2025-12-31

Filed2026-01-23

UCON

FIRST TRUST SMITH UNCONSTRAINED BOND ETF

2.02%

Shares90.9K

Event2025-12-31

Filed2026-01-23

GOLDMAN SACHS GROUP INC COM

2.58%

Shares2.6K

Event2025-12-31

Filed2026-01-23

CHUBB LIMITED COM

24.66%

Shares7.2K

Event2025-12-31

Filed2026-01-23

IBB

ISHARES BIOTECHNOLOGY ETF

29.50%

Shares13.4K

Event2025-12-31

Filed2026-01-23

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-35.98%

Shares36.3K

Event2025-12-31

Filed2026-01-23

HDV

ISHARES CORE HIGH DIVIDEND ETF

0.55%

Shares18.2K

Event2025-12-31

Filed2026-01-23

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

63.77%

Shares47.8K

Event2025-12-31

Filed2026-01-23

RTX

RTX CORPORATION COM

-25.16%

Shares11.9K

Event2025-12-31

Filed2026-01-23

CSCO

CISCO SYS INC COM

-20.34%

Shares28.1K

Event2025-12-31

Filed2026-01-23

GEV

GE VERNOVA INC COM

0.58%

Shares3.3K

Event2025-12-31

Filed2026-01-23

CITIGROUP INC COM NEW

-7.97%

Shares18.0K

Event2025-12-31

Filed2026-01-23

ACCENTURE PLC IRELAND SHS CLASS A

13.04%

Shares7.8K

Event2025-12-31

Filed2026-01-23

SPGP

INVESCO S&P 500 GARP ETF

0.29%

Shares18.1K

Event2025-12-31

Filed2026-01-23

KFY

KORN FERRY COM NEW

0.02%

Shares31.0K

Event2025-12-31

Filed2026-01-23

CNC

CENTENE CORP DEL COM

32.97%

Shares49.5K

Event2025-12-31

Filed2026-01-23

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-66.25%

Shares27.6K

Event2025-12-31

Filed2026-01-23

PEP

PEPSICO INC COM

-7.17%

Shares14.1K

Event2025-12-31

Filed2026-01-23

SDY

STATE STREET SPDR S&P DIVIDEND ETF

-18.37%

Shares14.5K

Event2025-12-31

Filed2026-01-23

NEE

NEXTERA ENERGY INC COM

-10.38%

Shares24.9K

Event2025-12-31

Filed2026-01-23

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-17.16%

Shares16.7K

Event2025-12-31

Filed2026-01-23

PLTR

PALANTIR TECHNOLOGIES INC CL A

0.57%

Shares10.6K

Event2025-12-31

Filed2026-01-23

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

-7.39%

Shares40.4K

Event2025-12-31

Filed2026-01-23

ZOOM COMMUNICATIONS INC CL A

28.94%

Shares21.8K

Event2025-12-31

Filed2026-01-23

AMT

AMERICAN TOWER CORP NEW COM

17.13%

Shares10.6K

Event2025-12-31

Filed2026-01-23

BROADRIDGE FINL SOLUTIONS INC COM

-19.79%

Shares8.3K

Event2025-12-31

Filed2026-01-23

VBK

VANGUARD SMALL-CAP GROWTH ETF

-0.39%

Shares6.1K

Event2025-12-31

Filed2026-01-23

SHW

SHERWIN WILLIAMS CO COM

-18.56%

Shares5.7K

Event2025-12-31

Filed2026-01-23

ARISTA NETWORKS INC COM SHS

37.87%

Shares13.9K

Event2025-12-31

Filed2026-01-23

TSM

TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS

20.26%

Shares5.9K

Event2025-12-31

Filed2026-01-23

PHILIP MORRIS INTL INC COM

-6.46%

Shares11.2K

Event2025-12-31

Filed2026-01-23

FDX

FEDEX CORP COM

-27.11%

Shares6.1K

Event2025-12-31

Filed2026-01-23

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

21.48%

Shares14.5K

Event2025-12-31

Filed2026-01-23

CRM

SALESFORCE INC COM

21.82%

Shares6.7K

Event2025-12-31

Filed2026-01-23

ROL

ROLLINS INC COM

-18.62%

Shares29.3K

Event2025-12-31

Filed2026-01-23

COST

COSTCO WHOLESALE CORPORATION COM

-31.96%

Shares2.0K

Event2025-12-31

Filed2026-01-23

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-5.96%

Shares30.1K

Event2025-12-31

Filed2026-01-23

SHY

ISHARES 1-3 YEAR TREASURY BOND ETF

-28.43%

Shares20.6K

Event2025-12-31

Filed2026-01-23

CEG

CONSTELLATION ENERGY CORP COM

-3.63%

Shares4.8K

Event2025-12-31

Filed2026-01-23

FTCB

FIRST TRUST CORE INVESTMENT GRADE ETF

-0.11%

Shares79.1K

Event2025-12-31

Filed2026-01-23

NKE

NIKE INC CL B

-7.19%

Shares26.3K

Event2025-12-31

Filed2026-01-23

GENERAL MTRS CO COM

-0.45%

Shares20.6K

Event2025-12-31

Filed2026-01-23

LULU

LULULEMON ATHLETICA INC COM

2.08%

Shares8.0K

Event2025-12-31

Filed2026-01-23

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

13.25%

Shares34.4K

Event2025-12-31

Filed2026-01-23

XLP

STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF

-56.68%

Shares20.1K

Event2025-12-31

Filed2026-01-23

VANGUARD SMALL-CAP ETF

-47.58%

Shares6.0K

Event2025-12-31

Filed2026-01-23

ESGU

ISHARES ESG AWARE MSCI USA ETF

-38.93%

Shares10.3K

Event2025-12-31

Filed2026-01-23

COCA COLA CO COM

-24.21%

Shares21.8K

Event2025-12-31

Filed2026-01-23

BDX

BECTON DICKINSON & CO COM

33.47%

Shares7.7K

Event2025-12-31

Filed2026-01-23

NOW

SERVICENOW INC COM

456.74%

Shares9.7K

Event2025-12-31

Filed2026-01-23

INTC

INTEL CORP COM

3.82%

Shares40.1K

Event2025-12-31

Filed2026-01-23

ISHARES GOLD TRUST

-10.38%

Shares18.0K

Event2025-12-31

Filed2026-01-23

QCOM

QUALCOMM INC COM

-12.05%

Shares8.5K

Event2025-12-31

Filed2026-01-23

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-18.35%

Shares25.4K

Event2025-12-31

Filed2026-01-23

LOW

LOWES COS INC COM

-3.54%

Shares6.0K

Event2025-12-31

Filed2026-01-23

GUNR

FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND

-1.10%

Shares31.4K

Event2025-12-31

Filed2026-01-23

AMD

ADVANCED MICRO DEVICES INC COM

-18.90%

Shares6.7K

Event2025-12-31

Filed2026-01-23

AMGN

AMGEN INC COM

-31.08%

Shares4.3K

Event2025-12-31

Filed2026-01-23

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

1.08%

Shares9.1K

Event2025-12-31

Filed2026-01-23

AZN

ASTRAZENECA PLC SPONSORED ADR

-8.29%

Shares15.2K

Event2025-12-31

Filed2026-01-23

BRC

BRADY CORP CL A

11.23%

Shares17.7K

Event2025-12-31

Filed2026-01-23

TRANE TECHNOLOGIES PLC SHS

-15.86%

Shares3.6K

Event2025-12-31

Filed2026-01-23

ANNALY CAPITAL MANAGEMENT INC COM NEW

-1.97%

Shares60.9K

Event2025-12-31

Filed2026-01-23

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-5.28%

Shares23.9K

Event2025-12-31

Filed2026-01-23

ABNB

AIRBNB INC COM CL A

-14.35%

Shares9.9K

Event2025-12-31

Filed2026-01-23

NEM

NEWMONT CORP COM

18.08%

Shares13.5K

Event2025-12-31

Filed2026-01-23

SCHD

SCHWAB US DIVIDEND EQUITY ETF

2.84%

Shares48.8K

Event2025-12-31

Filed2026-01-23

FTHY

FIRST TR HIGH YIELD OPPRT 2027 COM

11.59%

Shares95.2K

Event2025-12-31

Filed2026-01-23

SMIG

BAHL & GAYNOR SMALL/MID CAP INCOME GROWTH ETF

New

Shares46.5K

Event2025-12-31

Filed2026-01-23

EXPE

EXPEDIA GROUP INC COM NEW

7.51%

Shares4.7K

Event2025-12-31

Filed2026-01-23

EFV

ISHARES MSCI EAFE VALUE ETF

-31.20%

Shares18.5K

Event2025-12-31

Filed2026-01-23

SCHX

SCHWAB U.S. LARGE-CAP ETF

-0.95%

Shares49.2K

Event2025-12-31

Filed2026-01-23

SHOP

SHOPIFY INC CL A SUB VTG SHS

-4.48%

Shares8.2K

Event2025-12-31

Filed2026-01-23

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-50.17%

Shares12.9K

Event2025-12-31

Filed2026-01-23

BLACKROCK INC COM

-1.76%

Shares1.2K

Event2025-12-31

Filed2026-01-23

MCD

MCDONALDS CORP COM

-21.54%

Shares4.3K

Event2025-12-31

Filed2026-01-23

CHYM

CHIME FINL INC COM SHS CL A

New

Shares51.1K

Event2025-12-31

Filed2026-01-23

INTU

INTUIT COM

-5.04%

Shares1.9K

Event2025-12-31

Filed2026-01-23

TMO

THERMO FISHER SCIENTIFIC INC COM

-60.33%

Shares2.2K

Event2025-12-31

Filed2026-01-23

IUSV

ISHARES CORE S&P US VALUE ETF

63.53%

Shares12.5K

Event2025-12-31

Filed2026-01-23

NVS

NOVARTIS AG SPONSORED ADR

-4.51%

Shares9.2K

Event2025-12-31

Filed2026-01-23

VTWO

VANGUARD RUSSELL 2000 ETF

6.79%

Shares12.7K

Event2025-12-31

Filed2026-01-23

COP

CONOCOPHILLIPS COM

9.11%

Shares13.1K

Event2025-12-31

Filed2026-01-23

BP PLC SPONSORED ADR

-5.80%

Shares35.2K

Event2025-12-31

Filed2026-01-23

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-3.39%

Shares8.7K

Event2025-12-31

Filed2026-01-23

BIL

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

67.01%

Shares13.1K

Event2025-12-31

Filed2026-01-23

DHI

D R HORTON INC COM

2.32%

Shares8.3K

Event2025-12-31

Filed2026-01-23

FAST

FASTENAL CO COM

-21.83%

Shares29.6K

Event2025-12-31

Filed2026-01-23

GENERAL DYNAMICS CORP COM

-0.54%

Shares3.5K

Event2025-12-31

Filed2026-01-23

ADBE

ADOBE INC COM

-17.58%

Shares3.3K

Event2025-12-31

Filed2026-01-23

SMH

VANECK SEMICONDUCTOR ETF

-2.03%

Shares3.2K

Event2025-12-31

Filed2026-01-23

THE CIGNA GROUP COM

7.56%

Shares4.2K

Event2025-12-31

Filed2026-01-23

VPL

VANGUARD FTSE PACIFIC ETF

-65.61%

Shares12.8K

Event2025-12-31

Filed2026-01-23

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

-75.18%

Shares14.5K

Event2025-12-31

Filed2026-01-23

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

-1.84%

Shares8.4K

Event2025-12-31

Filed2026-01-23

EEMA

ISHARES MSCI EMERGING MARKETS ASIA ETF

-67.58%

Shares12.2K

Event2025-12-31

Filed2026-01-23

PCG

PG&E CORP COM

45.71%

Shares71.1K

Event2025-12-31

Filed2026-01-23

DOLLAR GEN CORP NEW COM

51.31%

Shares8.5K

Event2025-12-31

Filed2026-01-23

IWB

ISHARES RUSSELL 1000 ETF

-22.76%

Shares3.0K

Event2025-12-31

Filed2026-01-23

ISRG

INTUITIVE SURGICAL INC COM NEW

-30.37%

Shares2.0K

Event2025-12-31

Filed2026-01-23

OEF

ISHARES S&P 100 ETF

-32.65%

Shares3.2K

Event2025-12-31

Filed2026-01-23

EIX

EDISON INTL COM

75.09%

Shares18.2K

Event2025-12-31

Filed2026-01-23

UBER

UBER TECHNOLOGIES INC COM

-9.35%

Shares13.0K

Event2025-12-31

Filed2026-01-23

ALCOA CORP COM

New

Shares19.6K

Event2025-12-31

Filed2026-01-23

BANK NEW YORK MELLON CORP COM

19.43%

Shares8.9K

Event2025-12-31

Filed2026-01-23

CAT

CATERPILLAR INC COM

-44.07%

Shares1.8K

Event2025-12-31

Filed2026-01-23

XLU

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

-4.95%

Shares23.9K

Event2025-12-31

Filed2026-01-23

WASTE MGMT INC DEL COM

11.91%

Shares4.6K

Event2025-12-31

Filed2026-01-23

MMM

3M CO COM

0.54%

Shares6.4K

Event2025-12-31

Filed2026-01-23

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

24.54%

Shares4.1K

Event2025-12-31

Filed2026-01-23

VBR

VANGUARD SMALL CAP VALUE ETF

-5.82%

Shares4.8K

Event2025-12-31

Filed2026-01-23

BSX

BOSTON SCIENTIFIC CORP COM

-21.81%

Shares10.7K

Event2025-12-31

Filed2026-01-23

URA

GLOBAL X URANIUM ETF

-3.26%

Shares23.7K

Event2025-12-31

Filed2026-01-23

LINDE PLC SHS

-14.97%

Shares2.4K

Event2025-12-31

Filed2026-01-23

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.65%

Shares10.7K

Event2025-12-31

Filed2026-01-23

ATLASSIAN CORPORATION CL A

387.11%

Shares6.2K

Event2025-12-31

Filed2026-01-23

APH

AMPHENOL CORP NEW CL A

60.59%

Shares7.3K

Event2025-12-31

Filed2026-01-23

CALF

PACER US SMALL CAP CASH COWS ETF

-4.92%

Shares22.3K

Event2025-12-31

Filed2026-01-23

UNILEVER PLC SPON ADR NEW

New

Shares15.1K

Event2025-12-31

Filed2026-01-23

AMP

AMERIPRISE FINL INC COM

26.78%

Shares2.0K

Event2025-12-31

Filed2026-01-23

CRWD

CROWDSTRIKE HLDGS INC CL A

8.57%

Shares2.1K

Event2025-12-31

Filed2026-01-23

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

33.78%

Shares15.6K

Event2025-12-31

Filed2026-01-23

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

-0.87%

Shares6.6K

Event2025-12-31

Filed2026-01-23

SHEL

SHELL PLC SPON ADS

12.54%

Shares13.1K

Event2025-12-31

Filed2026-01-23

UNH

UNITEDHEALTH GROUP INC COM

-6.59%

Shares2.9K

Event2025-12-31

Filed2026-01-23

KKR & CO INC COM

0.83%

Shares7.4K

Event2025-12-31

Filed2026-01-23

ACWI

ISHARES MSCI ACWI ETF

-0.18%

Shares6.6K

Event2025-12-31

Filed2026-01-23

HCA

HCA HEALTHCARE INC COM

31.40%

Shares2.0K

Event2025-12-31

Filed2026-01-23

MSCI

MSCI INC COM

-20.45%

Shares1.6K

Event2025-12-31

Filed2026-01-23

PNC

PNC FINL SVCS GROUP INC COM

-13.36%

Shares4.4K

Event2025-12-31

Filed2026-01-23

WMB

WILLIAMS COS INC COM

15.91%

Shares15.2K

Event2025-12-31

Filed2026-01-23

VRTX

VERTEX PHARMACEUTICALS INC COM

-21.73%

Shares2.0K

Event2025-12-31

Filed2026-01-23

ALL

ALLSTATE CORP COM

-36.78%

Shares4.3K

Event2025-12-31

Filed2026-01-23

NFRA

FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTURE INDEX FUND

7.99%

Shares14.9K

Event2025-12-31

Filed2026-01-23

MCK

MCKESSON CORP COM

8.50%

Shares1.1K

Event2025-12-31

Filed2026-01-23

IBTH

ISHARES IBONDS DEC 2027 TERM TREASURY ETF

-0.66%

Shares40.0K

Event2025-12-31

Filed2026-01-23

SBUX

STARBUCKS CORP COM

-6.62%

Shares10.7K

Event2025-12-31

Filed2026-01-23

TSCO

TRACTOR SUPPLY CO COM

-18.45%

Shares17.9K

Event2025-12-31

Filed2026-01-23

CMCSA

COMCAST CORP NEW CL A

-11.06%

Shares29.9K

Event2025-12-31

Filed2026-01-23

EFA

ISHARES MSCI EAFE ETF

-77.53%

Shares9.3K

Event2025-12-31

Filed2026-01-23

TOL

TOLL BROTHERS INC COM

-0.06%

Shares6.6K

Event2025-12-31

Filed2026-01-23

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

91.80%

Shares16.6K

Event2025-12-31

Filed2026-01-23

GBTC

GRAYSCALE BITCOIN TRUST ETF

15.26%

Shares12.7K

Event2025-12-31

Filed2026-01-23

PLD

PROLOGIS INC. COM

7.77%

Shares6.6K

Event2025-12-31

Filed2026-01-23

CVS

CVS HEALTH CORP COM

-32.27%

Shares10.7K

Event2025-12-31

Filed2026-01-23

LMT

LOCKHEED MARTIN CORP COM

-19.16%

Shares1.7K

Event2025-12-31

Filed2026-01-23

FCX

FREEPORT-MCMORAN INC CL B

92.52%

Shares16.3K

Event2025-12-31

Filed2026-01-23

IWR

ISHARES RUSSELL MIDCAP ETF

10.59%

Shares8.6K

Event2025-12-31

Filed2026-01-23

CME

CME GROUP INC COM

-1.31%

Shares3.0K

Event2025-12-31

Filed2026-01-23

PANW

PALO ALTO NETWORKS INC COM

-59.16%

Shares4.5K

Event2025-12-31

Filed2026-01-23

EXC

EXELON CORP COM

-25.57%

Shares18.8K

Event2025-12-31

Filed2026-01-23

ENERGY TRANSFER L P COM UT LTD PTN

-12.66%

Shares49.7K

Event2025-12-31

Filed2026-01-23

INCY

INCYTE CORP COM

2.69%

Shares8.3K

Event2025-12-31

Filed2026-01-23

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

0.00%

Shares17.4K

Event2025-12-31

Filed2026-01-23

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

30.90%

Shares14.3K

Event2025-12-31

Filed2026-01-23

FIX

COMFORT SYS USA INC COM

32.06%

Shares865

Event2025-12-31

Filed2026-01-23

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

-28.53%

Shares20.8K

Event2025-12-31

Filed2026-01-23

IAT

ISHARES U.S. REGIONAL BANKS ETF

0.00%

Shares14.5K

Event2025-12-31

Filed2026-01-23

GILD

GILEAD SCIENCES INC COM

4.85%

Shares6.5K

Event2025-12-31

Filed2026-01-23

FMAY

FT VEST U.S. EQUITY BUFFER FUND - MAY

-11.23%

Shares14.9K

Event2025-12-31

Filed2026-01-23

WDAY

WORKDAY INC CL A

5.77%

Shares3.7K

Event2025-12-31

Filed2026-01-23

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

-0.25%

Shares22.9K

Event2025-12-31

Filed2026-01-23

ECL

ECOLAB INC COM

-1.81%

Shares3.0K

Event2025-12-31

Filed2026-01-23

PSX

PHILLIPS 66 COM

22.30%

Shares6.0K

Event2025-12-31

Filed2026-01-23

BKNG

BOOKING HOLDINGS INC COM

23.93%

Shares145

Event2025-12-31

Filed2026-01-23

COLGATE PALMOLIVE CO COM

-4.29%

Shares9.8K

Event2025-12-31

Filed2026-01-23

AXP

AMERICAN EXPRESS CO COM

-10.06%

Shares2.1K

Event2025-12-31

Filed2026-01-23

IWM

ISHARES RUSSELL 2000 ETF

-34.65%

Shares3.1K

Event2025-12-31

Filed2026-01-23

VONV

VANGUARD RUSSELL 1000 VALUE ETF

-37.42%

Shares8.3K

Event2025-12-31

Filed2026-01-23

IGM

ISHARES EXPANDED TECH SECTOR ETF

-80.04%

Shares5.9K

Event2025-12-31

Filed2026-01-23

TDG

TRANSDIGM GROUP INC COM

14.52%

Shares568

Event2025-12-31

Filed2026-01-23

REGN

REGENERON PHARMACEUTICALS COM

43.59%

Shares975

Event2025-12-31

Filed2026-01-23

DAL

DELTA AIR LINES INC DEL COM NEW

11.51%

Shares10.8K

Event2025-12-31

Filed2026-01-23

SCHZ

SCHWAB US AGGREGATE BOND ETF

-30.21%

Shares31.9K

Event2025-12-31

Filed2026-01-23

PAYX

PAYCHEX INC COM

-15.65%

Shares6.6K

Event2025-12-31

Filed2026-01-23

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

0.00%

Shares10.6K

Event2025-12-31

Filed2026-01-23

SNPS

SYNOPSYS INC COM

-43.55%

Shares1.6K

Event2025-12-31

Filed2026-01-23

AMAT

APPLIED MATLS INC COM

-14.77%

Shares2.9K

Event2025-12-31

Filed2026-01-23

USB

US BANCORP DEL COM NEW

70.75%

Shares13.8K

Event2025-12-31

Filed2026-01-23

ELV

ELEVANCE HEALTH INC FORMERLY A COM

25.65%

Shares2.1K

Event2025-12-31

Filed2026-01-23

VCIT

VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

-66.83%

Shares8.7K

Event2025-12-31

Filed2026-01-23

CHRW

C H ROBINSON WORLDWIDE INC COM NEW

29.81%

Shares4.5K

Event2025-12-31

Filed2026-01-23

EPD

ENTERPRISE PRODS PARTNERS L P COM

-15.12%

Shares22.6K

Event2025-12-31

Filed2026-01-23

JBHT

HUNT J B TRANS SVCS INC COM

28.45%

Shares3.7K

Event2025-12-31

Filed2026-01-23

GPZ

VANECK ALTERNATIVE ASSET MANAGER ETF

New

Shares26.6K

Event2025-12-31

Filed2026-01-23

CANADIAN PACIFIC KANSAS CITY COM

-20.14%

Shares9.8K

Event2025-12-31

Filed2026-01-23

MEDP

MEDPACE HLDGS INC COM

35.37%

Shares1.3K

Event2025-12-31

Filed2026-01-23

CGGR

CAPITAL GROUP GROWTH ETF

100.01%

Shares16.1K

Event2025-12-31

Filed2026-01-23

SNOW

SNOWFLAKE INC COM SHS

-6.62%

Shares3.3K

Event2025-12-31

Filed2026-01-23

MDLZ

MONDELEZ INTL INC CL A

-29.91%

Shares12.9K

Event2025-12-31

Filed2026-01-23

BOEING CO COM

-12.25%

Shares3.2K

Event2025-12-31

Filed2026-01-23

SPOT

SPOTIFY TECHNOLOGY S A SHS

-11.67%

Shares1.2K

Event2025-12-31

Filed2026-01-23

GARTNER INC COM

35.62%

Shares2.7K

Event2025-12-31

Filed2026-01-23

BARRICK MNG CORP COM SHS

7.64%

Shares15.5K

Event2025-12-31

Filed2026-01-23

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

-12.11%

Shares20.3K

Event2025-12-31

Filed2026-01-23

SKYY

FIRST TRUST CLOUD COMPUTING ETF

-8.12%

Shares5.1K

Event2025-12-31

Filed2026-01-23

UAL

UNITED AIRLS HLDGS INC COM

11.40%

Shares6.0K

Event2025-12-31

Filed2026-01-23

CMI

CUMMINS INC COM

-8.35%

Shares1.3K

Event2025-12-31

Filed2026-01-23

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

-9.73%

Shares12.5K

Event2025-12-31

Filed2026-01-23

MBB

ISHARES MBS ETF

-8.85%

Shares6.9K

Event2025-12-31

Filed2026-01-23

PFE

PFIZER INC COM

-44.69%

Shares26.4K

Event2025-12-31

Filed2026-01-23

IMO

IMPERIAL OIL LTD COM NEW

32.48%

Shares7.5K

Event2025-12-31

Filed2026-01-23

ORLY

OREILLY AUTOMOTIVE INC COM

3.30%

Shares7.1K

Event2025-12-31

Filed2026-01-23

WTW

WILLIS TOWERS WATSON PLC LTD SHS

12.51%

Shares2.0K

Event2025-12-31

Filed2026-01-23

CRH PLC ORD

-6.31%

Shares5.2K

Event2025-12-31

Filed2026-01-23

HYGV

FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND

4.37%

Shares15.8K

Event2025-12-31

Filed2026-01-23

FITB

FIFTH THIRD BANCORP COM

4.77%

Shares13.7K

Event2025-12-31

Filed2026-01-23

FTI

TECHNIPFMC PLC COM

12.83%

Shares14.3K

Event2025-12-31

Filed2026-01-23

FNY

FIRST TRUST MID CAP GROWTH ALPHADEX FUND

-10.79%

Shares6.9K

Event2025-12-31

Filed2026-01-23

LABCORP HOLDINGS INC COM SHS

-7.58%

Shares2.5K

Event2025-12-31

Filed2026-01-23

VLTO

VERALTO CORP COM SHS

-11.65%

Shares6.3K

Event2025-12-31

Filed2026-01-23

ADI

ANALOG DEVICES INC COM

4.41%

Shares2.3K

Event2025-12-31

Filed2026-01-23

AXON

AXON ENTERPRISE INC COM

84.65%

Shares1.1K

Event2025-12-31

Filed2026-01-23

CTAS

CINTAS CORP COM

New

Shares3.3K

Event2025-12-31

Filed2026-01-23

SCHW

SCHWAB CHARLES CORP COM

-19.22%

Shares6.2K

Event2025-12-31

Filed2026-01-23

TRV

TRAVELERS COMPANIES INC COM

-14.71%

Shares2.1K

Event2025-12-31

Filed2026-01-23

ROK

ROCKWELL AUTOMATION INC COM

-8.84%

Shares1.5K

Event2025-12-31

Filed2026-01-23

MUB

ISHARES NATIONAL MUNI BOND ETF

-29.04%

Shares5.6K

Event2025-12-31

Filed2026-01-23

OMC

OMNICOM GROUP INC COM

144.86%

Shares7.3K

Event2025-12-31

Filed2026-01-23

PARKER-HANNIFIN CORP COM

23.93%

Shares668

Event2025-12-31

Filed2026-01-23

UPS

UNITED PARCEL SERVICE INC CL B

75.98%

Shares5.8K

Event2025-12-31

Filed2026-01-23

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

-35.98%

Shares4.1K

Event2025-12-31

Filed2026-01-23

AME

AMETEK INC COM

0.07%

Shares2.8K

Event2025-12-31

Filed2026-01-23

VERIZON COMMUNICATIONS INC COM

-67.05%

Shares13.8K

Event2025-12-31

Filed2026-01-23

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

-43.60%

Shares5.5K

Event2025-12-31

Filed2026-01-23

CFG

CITIZENS FINL GROUP INC COM

16.50%

Shares9.6K

Event2025-12-31

Filed2026-01-23

ROCKET LAB CORP COM

7.75%

Shares8.0K

Event2025-12-31

Filed2026-01-23

ASLV

ALLSPRING SPECIAL LARGE VALUE ETF

58.01%

Shares19.9K

Event2025-12-31

Filed2026-01-23

WPM

WHEATON PRECIOUS METALS CORP COM

7.50%

Shares4.7K

Event2025-12-31

Filed2026-01-23

FICO

FAIR ISAAC CORP COM

-43.50%

Shares326

Event2025-12-31

Filed2026-01-23

NTRA

NATERA INC COM

27.19%

Shares2.4K

Event2025-12-31

Filed2026-01-23

OTIS

OTIS WORLDWIDE CORP COM

42.03%

Shares6.2K

Event2025-12-31

Filed2026-01-23

ORI

OLD REP INTL CORP COM

6.77%

Shares11.9K

Event2025-12-31

Filed2026-01-23

GDX

VANECK GOLD MINERS ETF

-16.20%

Shares6.3K

Event2025-12-31

Filed2026-01-23

CIEN

CIENA CORP COM NEW

-52.47%

Shares2.3K

Event2025-12-31

Filed2026-01-23

QTEC

FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND

-8.37%

Shares2.3K

Event2025-12-31

Filed2026-01-23

ILMN

ILLUMINA INC COM

28.75%

Shares4.1K

Event2025-12-31

Filed2026-01-23

DEO

DIAGEO PLC SPON ADR NEW

5.06%

Shares6.2K

Event2025-12-31

Filed2026-01-23

UHS

UNIVERSAL HLTH SVCS INC CL B

35.98%

Shares2.4K

Event2025-12-31

Filed2026-01-23

FNF

FIDELITY NATIONAL FINANCIAL IN COM SHS

-0.66%

Shares9.6K

Event2025-12-31

Filed2026-01-23

CDNS

CADENCE DESIGN SYSTEM INC COM

3.60%

Shares1.7K

Event2025-12-31

Filed2026-01-23

WDC

WESTERN DIGITAL CORP COM

3.75%

Shares3.0K

Event2025-12-31

Filed2026-01-23

COIN

COINBASE GLOBAL INC COM CL A

-2.93%

Shares2.3K

Event2025-12-31

Filed2026-01-23

ETHA

ISHARES ETHEREUM TRUST ETF

-62.55%

Shares23.0K

Event2025-12-31

Filed2026-01-23

LVS

LAS VEGAS SANDS CORP COM

New

Shares7.9K

Event2025-12-31

Filed2026-01-23

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-78.58%

Shares10.1K

Event2025-12-31

Filed2026-01-23

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-4.58%

Shares6.7K

Event2025-12-31

Filed2026-01-23

FMX

FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS

43.22%

Shares5.0K

Event2025-12-31

Filed2026-01-23

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

3.26%

Shares20.9K

Event2025-12-31

Filed2026-01-23

LYFT

LYFT INC CL A COM

6.62%

Shares25.4K

Event2025-12-31

Filed2026-01-23

SLB

SLB LIMITED COM STK

38.09%

Shares12.7K

Event2025-12-31

Filed2026-01-23

BUFQ

FT VEST LADDERED NASDAQ BUFFER ETF

14.79%

Shares13.6K

Event2025-12-31

Filed2026-01-23

VMC

VULCAN MATLS CO COM

14.77%

Shares1.7K

Event2025-12-31

Filed2026-01-23

URI

UNITED RENTALS INC COM

6.95%

Shares600

Event2025-12-31

Filed2026-01-23

IQV

IQVIA HLDGS INC COM

8.84%

Shares2.1K

Event2025-12-31

Filed2026-01-23

FTNT

FORTINET INC COM

127.71%

Shares6.1K

Event2025-12-31

Filed2026-01-23

ODFL

OLD DOMINION FREIGHT LINE INC COM

20.59%

Shares3.0K

Event2025-12-31

Filed2026-01-23

CAH

CARDINAL HEALTH INC COM

-5.92%

Shares2.3K

Event2025-12-31

Filed2026-01-23

PYPL

PAYPAL HLDGS INC COM

70.30%

Shares8.2K

Event2025-12-31

Filed2026-01-23

AZO

AUTOZONE INC COM

-27.98%

Shares139

Event2025-12-31

Filed2026-01-23

PRU

PRUDENTIAL FINL INC COM

2.40%

Shares4.2K

Event2025-12-31

Filed2026-01-23

MNST

MONSTER BEVERAGE CORP NEW COM

-4.85%

Shares6.1K

Event2025-12-31

Filed2026-01-23

AEP

AMERICAN ELEC PWR CO INC COM

-49.07%

Shares4.0K

Event2025-12-31

Filed2026-01-23

PSLV

SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER

-66.54%

Shares19.7K

Event2025-12-31

Filed2026-01-23

TFC

TRUIST FINL CORP COM

-4.25%

Shares9.4K

Event2025-12-31

Filed2026-01-23

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

174.06%

Shares6.1K

Event2025-12-31

Filed2026-01-23

TER

TERADYNE INC COM

New

Shares2.4K

Event2025-12-31

Filed2026-01-23

HAS

HASBRO INC COM

5.21%

Shares5.6K

Event2025-12-31

Filed2026-01-23

MKTX

MARKETAXESS HLDGS INC COM

New

Shares2.5K

Event2025-12-31

Filed2026-01-23

BBY

BEST BUY INC COM

25.69%

Shares6.8K

Event2025-12-31

Filed2026-01-23

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

2.89%

Shares25.5K

Event2025-12-31

Filed2026-01-23

RBLX

ROBLOX CORP CL A

-30.29%

Shares5.5K

Event2025-12-31

Filed2026-01-23

EME

EMCOR GROUP INC COM

3.09%

Shares733

Event2025-12-31

Filed2026-01-23

WELL

WELLTOWER INC COM

8.27%

Shares2.4K

Event2025-12-31

Filed2026-01-23

HAL

HALLIBURTON CO COM

6.95%

Shares15.8K

Event2025-12-31

Filed2026-01-23

LDOS

LEIDOS HOLDINGS INC COM

-2.06%

Shares2.5K

Event2025-12-31

Filed2026-01-23

KDP

KEURIG DR PEPPER INC COM

-3.91%

Shares15.9K

Event2025-12-31

Filed2026-01-23

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

-25.36%

Shares8.9K

Event2025-12-31

Filed2026-01-23

LAM RESEARCH CORP COM NEW

14.54%

Shares2.6K

Event2025-12-31

Filed2026-01-23

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

13.11%

Shares4.9K

Event2025-12-31

Filed2026-01-23

SLVR

SPROTT SILVER MINERS & PHYSICAL SILVER ETF

9.60%

Shares7.9K

Event2025-12-31

Filed2026-01-23

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

108.27%

Shares9.8K

Event2025-12-31

Filed2026-01-23

TPR

TAPESTRY INC COM

-8.59%

Shares3.4K

Event2025-12-31

Filed2026-01-23

IHI

ISHARES U.S. MEDICAL DEVICES ETF

-69.30%

Shares7.0K

Event2025-12-31

Filed2026-01-23

TLT

ISHARES 20 YEAR TREASURY BOND ETF

-82.76%

Shares4.9K

Event2025-12-31

Filed2026-01-23

MLI

MUELLER INDS INC COM

52.69%

Shares3.8K

Event2025-12-31

Filed2026-01-23

LEN

LENNAR CORP CL A

11.26%

Shares4.2K

Event2025-12-31

Filed2026-01-23

MAS

MASCO CORP COM

3.20%

Shares6.8K

Event2025-12-31

Filed2026-01-23

BCSF

BAIN CAP SPECIALTY FIN INC COM STK

2.36%

Shares30.9K

Event2025-12-31

Filed2026-01-23

TSN

TYSON FOODS INC CL A

5.39%

Shares7.3K

Event2025-12-31

Filed2026-01-23

MDB

MONGODB INC CL A

-22.71%

Shares1.0K

Event2025-12-31

Filed2026-01-23

CBRE

CBRE GROUP INC CL A

-13.75%

Shares2.6K

Event2025-12-31

Filed2026-01-23

ABT

ABBOTT LABS COM

-7.10%

Shares3.4K

Event2025-12-31

Filed2026-01-23

ESTC

ELASTIC N V ORD SHS

84.39%

Shares5.6K

Event2025-12-31

Filed2026-01-23

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

0.00%

Shares5.3K

Event2025-12-31

Filed2026-01-23

CMG

CHIPOTLE MEXICAN GRILL INC COM

New

Shares11.4K

Event2025-12-31

Filed2026-01-23

HLN

HALEON PLC SPON ADS

27.17%

Shares41.6K

Event2025-12-31

Filed2026-01-23

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

10.64%

Shares3.8K

Event2025-12-31

Filed2026-01-23

FETH

FIDELITY ETHEREUM FUND ETF

New

Shares14.0K

Event2025-12-31

Filed2026-01-23

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

18.90%

Shares3.6K

Event2025-12-31

Filed2026-01-23

KRYS

KRYSTAL BIOTECH INC COM

0.00%

Shares1.7K

Event2025-12-31

Filed2026-01-23

GLW

CORNING INC COM

-59.04%

Shares4.7K

Event2025-12-31

Filed2026-01-23

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

0.00%

Shares10.7K

Event2025-12-31

Filed2026-01-23

NXPI

NXP SEMICONDUCTORS N V COM

-5.33%

Shares1.9K

Event2025-12-31

Filed2026-01-23

IYW

ISHARES U.S. TECHNOLOGY ETF

-47.61%

Shares2.0K

Event2025-12-31

Filed2026-01-23

EMR

EMERSON ELEC CO COM

-9.42%

Shares3.0K

Event2025-12-31

Filed2026-01-23

NUE

NUCOR CORP COM

13.76%

Shares2.5K

Event2025-12-31

Filed2026-01-23

OKE

ONEOK INC NEW COM

New

Shares5.4K

Event2025-12-31

Filed2026-01-23

IEUR

ISHARES CORE MSCI EUROPE ETF

-65.23%

Shares5.6K

Event2025-12-31

Filed2026-01-23

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.51%

Shares8.5K

Event2025-12-31

Filed2026-01-23

LYB

LYONDELLBASELL INDUSTRIES N V SHS - A -

New

Shares9.1K

Event2025-12-31

Filed2026-01-23

YUM

YUM BRANDS INC COM

-29.34%

Shares2.6K

Event2025-12-31

Filed2026-01-23

AMRZ

AMRIZE LTD SHS

10.72%

Shares7.3K

Event2025-12-31

Filed2026-01-23

ISCV

ISHARES MORNINGSTAR SMALL CAP VALUE ETF

0.00%

Shares5.7K

Event2025-12-31

Filed2026-01-23

FJUN

FT VEST U.S. EQUITY BUFFER ETF - JUNE

-6.04%

Shares6.8K

Event2025-12-31

Filed2026-01-23

XTEN

BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF

-24.69%

Shares8.4K

Event2025-12-31

Filed2026-01-23

CLOA

ISHARES AAA CLO ACTIVE ETF

-32.84%

Shares7.5K

Event2025-12-31

Filed2026-01-23

NOC

NORTHROP GRUMMAN CORP COM

-11.33%

Shares681

Event2025-12-31

Filed2026-01-23

TXT

TEXTRON INC COM

58.91%

Shares4.4K

Event2025-12-31

Filed2026-01-23

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

New

Shares7.1K

Event2025-12-31

Filed2026-01-23

SSNC

SS&C TECHNOLOGIES HLDGS INC COM

-15.16%

Shares4.4K

Event2025-12-31

Filed2026-01-23

TEVA

TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS

-2.75%

Shares12.3K

Event2025-12-31

Filed2026-01-23

RALPH LAUREN CORP CL A

21.41%

Shares1.1K

Event2025-12-31

Filed2026-01-23

FDS

FACTSET RESH SYS INC COM

New

Shares1.3K

Event2025-12-31

Filed2026-01-23

OHI

OMEGA HEALTHCARE INVS INC COM

3.94%

Shares8.6K

Event2025-12-31

Filed2026-01-23

IFF

INTERNATIONAL FLAVORS&FRAGRANC COM

New

Shares5.7K

Event2025-12-31

Filed2026-01-23

KMI

KINDER MORGAN INC DEL COM

-36.04%

Shares13.9K

Event2025-12-31

Filed2026-01-23

IAK

ISHARES U.S. INSURANCE ETF

New

Shares2.8K

Event2025-12-31

Filed2026-01-23

IVZ

INVESCO LTD SHS

9.93%

Shares14.4K

Event2025-12-31

Filed2026-01-23

ALTRIA GROUP INC COM

-14.30%

Shares6.5K

Event2025-12-31

Filed2026-01-23

VRT

VERTIV HOLDINGS CO COM CL A

-47.51%

Shares2.3K

Event2025-12-31

Filed2026-01-23

DVN

DEVON ENERGY CORP NEW COM

-18.80%

Shares10.3K

Event2025-12-31

Filed2026-01-23

SYF

SYNCHRONY FINANCIAL COM

6.10%

Shares4.5K

Event2025-12-31

Filed2026-01-23

ADSK

AUTODESK INC COM

63.66%

Shares1.3K

Event2025-12-31

Filed2026-01-23

CTVA

CORTEVA INC COM

-3.18%

Shares5.6K

Event2025-12-31

Filed2026-01-23

GOVT

ISHARES U.S. TREASURY BOND ETF

-7.09%

Shares16.3K

Event2025-12-31

Filed2026-01-23

STERIS PLC SHS USD

New

Shares1.5K

Event2025-12-31

Filed2026-01-23

ATO

ATMOS ENERGY CORP COM

8.82%

Shares2.2K

Event2025-12-31

Filed2026-01-23

DRAFTKINGS INC NEW COM CL A

-7.54%

Shares10.8K

Event2025-12-31

Filed2026-01-23

EVR

EVERCORE INC CLASS A

11.90%

Shares1.1K

Event2025-12-31

Filed2026-01-23

LAMR

LAMAR ADVERTISING CO NEW CL A

-2.04%

Shares2.9K

Event2025-12-31

Filed2026-01-23

ELECTRONIC ARTS INC COM

-21.54%

Shares1.8K

Event2025-12-31

Filed2026-01-23

ADT

ADT INC DEL COM

0.15%

Shares45.6K

Event2025-12-31

Filed2026-01-23

CGBD

CARLYLE SECURED LENDING INC COM

2.81%

Shares29.5K

Event2025-12-31

Filed2026-01-23

EVEREST GROUP LTD COM

-42.51%

Shares1.1K

Event2025-12-31

Filed2026-01-23

AER

AERCAP HOLDINGS NV SHS

-10.30%

Shares2.5K

Event2025-12-31

Filed2026-01-23

HII

HUNTINGTON INGALLS INDS INC COM

New

Shares1.1K

Event2025-12-31

Filed2026-01-23

DOMINION ENERGY INC COM

-10.90%

Shares6.2K

Event2025-12-31

Filed2026-01-23

CHTR

CHARTER COMMUNICATIONS INC NEW CL A

New

Shares1.7K

Event2025-12-31

Filed2026-01-23

AT&T INC COM

-58.26%

Shares14.6K

Event2025-12-31

Filed2026-01-23

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

19.71%

Shares8.9K

Event2025-12-31

Filed2026-01-23

AMKR

AMKOR TECHNOLOGY INC COM

New

Shares9.1K

Event2025-12-31

Filed2026-01-23

EXE

EXPAND ENERGY CORPORATION COM

10.04%

Shares3.2K

Event2025-12-31

Filed2026-01-23

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

2.27%

Shares3.4K

Event2025-12-31

Filed2026-01-23

NBIX

NEUROCRINE BIOSCIENCES INC COM

13.47%

Shares2.5K

Event2025-12-31

Filed2026-01-23

NYT

NEW YORK TIMES CO CL A

12.77%

Shares5.1K

Event2025-12-31

Filed2026-01-23

APOLLO GLOBAL MGMT INC COM

7.09%

Shares2.5K

Event2025-12-31

Filed2026-01-23

THC

TENET HEALTHCARE CORP COM NEW

10.42%

Shares1.8K

Event2025-12-31

Filed2026-01-23

JCI

JOHNSON CTLS INTL PLC SHS

-20.96%

Shares3.0K

Event2025-12-31

Filed2026-01-23

VRSN

VERISIGN INC COM

-42.51%

Shares1.5K

Event2025-12-31

Filed2026-01-23

JHG

JANUS HENDERSON GROUP PLC ORD SHS

6.30%

Shares7.4K

Event2025-12-31

Filed2026-01-23

XYL

XYLEM INC COM

4.97%

Shares2.6K

Event2025-12-31

Filed2026-01-23

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

-41.98%

Shares1.6K

Event2025-12-31

Filed2026-01-23

IBTJ

ISHARES IBONDS DEC 2029 TERM TREASURY ETF

0.00%

Shares15.9K

Event2025-12-31

Filed2026-01-23

MATCH GROUP INC NEW COM

39.42%

Shares10.8K

Event2025-12-31

Filed2026-01-23

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.00%

Shares5.0K

Event2025-12-31

Filed2026-01-23

DEERE & CO COM

-4.62%

Shares743

Event2025-12-31

Filed2026-01-23

CCK

CROWN HLDGS INC COM

20.04%

Shares3.3K

Event2025-12-31

Filed2026-01-23

ASH

ASHLAND INC COM

0.81%

Shares5.8K

Event2025-12-31

Filed2026-01-23

WEYERHAEUSER CO MTN BE COM NEW

New

Shares14.4K

Event2025-12-31

Filed2026-01-23

BWA

BORGWARNER INC COM

-10.01%

Shares7.6K

Event2025-12-31

Filed2026-01-23

LHX

L3HARRIS TECHNOLOGIES INC COM

-11.54%

Shares1.2K

Event2025-12-31

Filed2026-01-23

GSEW

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

0.00%

Shares4.0K

Event2025-12-31

Filed2026-01-23

CURTISS WRIGHT CORP COM

-48.37%

Shares619

Event2025-12-31

Filed2026-01-23

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

0.00%

Shares5.7K

Event2025-12-31

Filed2026-01-23

FORD MTR CO COM

5.49%

Shares25.9K

Event2025-12-31

Filed2026-01-23

SYY

SYSCO CORP COM

-30.46%

Shares4.6K

Event2025-12-31

Filed2026-01-23

EXEL

EXELIXIS INC COM

New

Shares7.7K

Event2025-12-31

Filed2026-01-23

FIRST CTZNS BANCSHARES INC DEL CL A

-13.74%

Shares157

Event2025-12-31

Filed2026-01-23

EXPD

EXPEDITORS INTL WASH INC COM

New

Shares2.3K

Event2025-12-31

Filed2026-01-23

SNDK

SANDISK CORP COM

New

Shares1.4K

Event2025-12-31

Filed2026-01-23

EXAS

EXACT SCIENCES CORP COM

New

Shares3.3K

Event2025-12-31

Filed2026-01-23

CARR

CARRIER GLOBAL CORPORATION COM

14.57%

Shares6.3K

Event2025-12-31

Filed2026-01-23

DUKE ENERGY CORP NEW COM NEW

-9.27%

Shares2.8K

Event2025-12-31

Filed2026-01-23

VTR

VENTAS INC COM

46.55%

Shares4.3K

Event2025-12-31

Filed2026-01-23

HYLS

FIRST TRUST TACTICAL HIGH YIELD ETF

-3.27%

Shares7.9K

Event2025-12-31

Filed2026-01-23

WAY

WAYSTAR HLDG CORP COM

-0.55%

Shares10.0K

Event2025-12-31

Filed2026-01-23

IXP

ISHARES GLOBAL COMM SERVICES ETF

3.99%

Shares2.7K

Event2025-12-31

Filed2026-01-23

Call Option Holdings

INVESCO QQQ TRUST SERIES I Call CallINVESCO QQQ TRUST SERIES I400 shares-20.00%2025-12-312026-01-23

SPY Call CallSPDR S&P 500 ETF TRUST300 shares-40.00%2025-12-312026-01-23

INTC Call CallINTEL CORP COM1.0K sharesnew addition2025-12-312026-01-23

PATH Call CallUIPATH INC CL A1.0K sharesnew addition2025-12-312026-01-23

INVESCO QQQ TRUST SERIES I Call

INVESCO QQQ TRUST SERIES I

-20.00%

Shares400

Event2025-12-31

Filed2026-01-23

SPY Call

SPDR S&P 500 ETF TRUST

-40.00%

Shares300

Event2025-12-31

Filed2026-01-23

INTC Call

INTEL CORP COM

New

Shares1.0K

Event2025-12-31

Filed2026-01-23

PATH Call

UIPATH INC CL A

New

Shares1.0K

Event2025-12-31

Filed2026-01-23

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TRUST8.2K shares-6.82%2025-12-312026-01-23

SPY Put

SPDR S&P 500 ETF TRUST

-6.82%

Shares8.2K

Event2025-12-31

Filed2026-01-23