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


Currently, Trek Financial, LLC holds 470 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in SJB (+2.7M shares, valued at $41.5M), SGOV (+386.7K shares, valued at $38.9M), VXX (+962.6K shares, valued at $34.4M); decreased their positions in EEM (-375.9K shares, valued at $21.3M), N/A (-66.6K shares, valued at $19.1M), VUG (-38.4K shares, valued at $16.8M); initiated new positions in SJB (+2.7M shares, valued at $41.5M), N/A (+102.6K shares, valued at $26.0M), OILK (+472.3K shares, valued at $25.6M).


1M P&L
-3.5M-0.19%
3M P&L
+6.8M+0.37%
HY P&L
+27.5M+1.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.2B
71.8%
2Oil & Gas Integrated60.2M
3.5%
3Gold45.5M
2.7%

Top Industries by Stock Count

1N/A244 stocks
56.0%
2Semiconductors11 stocks
2.5%
3Drug Manufacturers - General9 stocks
2.1%
Stock Holdings
XLK
SELECT SECTOR SPDR TR
4.27%
Shares699.8K
Event2026-03-31
Filed2026-05-13
SGOV
ISHARES TR
146.10%
Shares651.4K
Event2026-03-31
Filed2026-05-13
SJB
PROSHARES TR
New
Shares2.7M
Event2026-03-31
Filed2026-05-13
VXX
BARCLAYS BANK PLC
684.48%
Shares1.1M
Event2026-03-31
Filed2026-05-13
IEMG
ISHARES INC
-12.58%
Shares556.5K
Event2026-03-31
Filed2026-05-13
TLT
ISHARES TR
1383.74%
Shares377.6K
Event2026-03-31
Filed2026-05-13
IUSB
ISHARES TR
7.92%
Shares690.8K
Event2026-03-31
Filed2026-05-13
XLY
SELECT SECTOR SPDR TR
60.77%
Shares270.0K
Event2026-03-31
Filed2026-05-13
IVV
ISHARES TR
44.26%
Shares43.5K
Event2026-03-31
Filed2026-05-13
IEFA
ISHARES TR
48.33%
Shares313.6K
Event2026-03-31
Filed2026-05-13
XLV
SELECT SECTOR SPDR TR
1.01%
Shares183.0K
Event2026-03-31
Filed2026-05-13
APPLE INC
APPLE INC
New
Shares102.6K
Event2026-03-31
Filed2026-05-13
AGG
ISHARES TR
4499.66%
Shares257.9K
Event2026-03-31
Filed2026-05-13
OILK
PROSHARES TR
New
Shares472.3K
Event2026-03-31
Filed2026-05-13
IVE
ISHARES TR
-0.07%
Shares119.9K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-30.31%
Shares39.4K
Event2026-03-31
Filed2026-05-13
IVW
ISHARES TR
11.88%
Shares206.6K
Event2026-03-31
Filed2026-05-13
DYNF
BLACKROCK ETF TRUST
-8.47%
Shares388.5K
Event2026-03-31
Filed2026-05-13
XLF
SELECT SECTOR SPDR TR
-43.36%
Shares412.7K
Event2026-03-31
Filed2026-05-13
BLV
VANGUARD BD INDEX FDS
New
Shares292.1K
Event2026-03-31
Filed2026-05-13
EFV
ISHARES TR
6.57%
Shares258.5K
Event2026-03-31
Filed2026-05-13
IAUX
I-80 GOLD CORP
29.28%
Shares11.7M
Event2026-03-31
Filed2026-05-13
XLC
SELECT SECTOR SPDR TR
-22.00%
Shares158.8K
Event2026-03-31
Filed2026-05-13
MSFT
MICROSOFT CORP
4.61%
Shares44.5K
Event2026-03-31
Filed2026-05-13
SPY
STATE STR SPDR S&P 500 ETF T
42.76%
Shares25.1K
Event2026-03-31
Filed2026-05-13
IUSV
ISHARES TR
-32.75%
Shares155.1K
Event2026-03-31
Filed2026-05-13
BAI
BLACKROCK ETF TRUST
62.48%
Shares474.4K
Event2026-03-31
Filed2026-05-13
SHEL
SHELL PLC
3201.59%
Shares162.0K
Event2026-03-31
Filed2026-05-13
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares159.6K
Event2026-03-31
Filed2026-05-13
EQNR
EQUINOR ASA
New
Shares342.5K
Event2026-03-31
Filed2026-05-13
PBR
PETROLEO BRASILEIRO S A
New
Shares694.9K
Event2026-03-31
Filed2026-05-13
TLH
ISHARES TR
9.72%
Shares141.5K
Event2026-03-31
Filed2026-05-13
MBB
ISHARES TR
11.46%
Shares150.1K
Event2026-03-31
Filed2026-05-13
XLI
SELECT SECTOR SPDR TR
-8.85%
Shares85.3K
Event2026-03-31
Filed2026-05-13
GRUPO CIBEST SA
GRUPO CIBEST SA
New
Shares189.2K
Event2026-03-31
Filed2026-05-13
BIL
SPDR SERIES TRUST
11.93%
Shares148.1K
Event2026-03-31
Filed2026-05-13
QUAL
ISHARES TR
7.28%
Shares69.2K
Event2026-03-31
Filed2026-05-13
XLU
SELECT SECTOR SPDR TR
100.57%
Shares287.0K
Event2026-03-31
Filed2026-05-13
DVYE
ISHARES INC
-9.86%
Shares357.0K
Event2026-03-31
Filed2026-05-13
QID
PROSHARES TR
New
Shares528.0K
Event2026-03-31
Filed2026-05-13
BTU
PEABODY ENGR CORP
New
Shares360.0K
Event2026-03-31
Filed2026-05-13
PROSHARES TR
PROSHARES TR
New
Shares699.7K
Event2026-03-31
Filed2026-05-13
CPA
COPA HOLDINGS SA
15.45%
Shares103.0K
Event2026-03-31
Filed2026-05-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.69%
Shares34.2K
Event2026-03-31
Filed2026-05-13
SFM
SPROUTS FMRS MKT INC
17.34%
Shares148.9K
Event2026-03-31
Filed2026-05-13
EFG
ISHARES TR
567.24%
Shares102.4K
Event2026-03-31
Filed2026-05-13
NVDA
NVIDIA CORPORATION
-12.33%
Shares65.2K
Event2026-03-31
Filed2026-05-13
VUG
VANGUARD INDEX FDS
-59.69%
Shares25.9K
Event2026-03-31
Filed2026-05-13
GOVT
ISHARES TR
445.01%
Shares466.7K
Event2026-03-31
Filed2026-05-13
MTUM
ISHARES TR
9.98%
Shares44.5K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
INVESCO QQQ TR
-31.44%
Shares18.4K
Event2026-03-31
Filed2026-05-13
VALE
VALE S A
35.97%
Shares658.2K
Event2026-03-31
Filed2026-05-13
RIG
TRANSOCEAN LTD
55.16%
Shares1.6M
Event2026-03-31
Filed2026-05-13
DOW
DOW HLDGS INC
New
Shares247.5K
Event2026-03-31
Filed2026-05-13
CNQ
CANADIAN NAT RES LTD MED TER
New
Shares209.6K
Event2026-03-31
Filed2026-05-13
PROSHARES TR
PROSHARES TR
New
Shares329.6K
Event2026-03-31
Filed2026-05-13
XOM
EXXON MOBIL CORP
-2.24%
Shares59.7K
Event2026-03-31
Filed2026-05-13
XLB
SELECT SECTOR SPDR TR
New
Shares202.7K
Event2026-03-31
Filed2026-05-13
VIG
VANGUARD SPECIALIZED FUNDS
-24.58%
Shares47.1K
Event2026-03-31
Filed2026-05-13
USHY
ISHARES TR
152.67%
Shares271.9K
Event2026-03-31
Filed2026-05-13
THRO
BLACKROCK ETF TRUST
12.01%
Shares276.3K
Event2026-03-31
Filed2026-05-13
MU
MICRON TECHNOLOGY INC
-58.21%
Shares29.1K
Event2026-03-31
Filed2026-05-13
LAM RESEARCH CORP
LAM RESEARCH CORP
-9.03%
Shares45.9K
Event2026-03-31
Filed2026-05-13
EMB
ISHARES TR
61.81%
Shares102.2K
Event2026-03-31
Filed2026-05-13
MOS
MOSAIC CO
New
Shares371.0K
Event2026-03-31
Filed2026-05-13
BND
VANGUARD BD INDEX FDS
17.00%
Shares122.1K
Event2026-03-31
Filed2026-05-13
FLNG
FLEX LNG LTD
-25.54%
Shares291.6K
Event2026-03-31
Filed2026-05-13
ZFEB
INNOVATOR ETFS TRUST
4.17%
Shares333.3K
Event2026-03-31
Filed2026-05-13
VCIT
VANGUARD SCOTTSDALE FDS
144.78%
Shares101.6K
Event2026-03-31
Filed2026-05-13
WDS
WOODSIDE ENERGY GROUP LTD
New
Shares349.8K
Event2026-03-31
Filed2026-05-13
XLP
SELECT SECTOR SPDR TR
-57.94%
Shares96.1K
Event2026-03-31
Filed2026-05-13
CC
CHEMOURS CO
New
Shares347.2K
Event2026-03-31
Filed2026-05-13
SCHD
SCHWAB STRATEGIC TR
-2.61%
Shares248.8K
Event2026-03-31
Filed2026-05-13
MP
MP MATERIALS CORP
45.98%
Shares155.7K
Event2026-03-31
Filed2026-05-13
VGZ
VISTA GOLD CORP
85.15%
Shares3.8M
Event2026-03-31
Filed2026-05-13
VIZSLA SILVER CORP
VIZSLA SILVER CORP
51.45%
Shares2.2M
Event2026-03-31
Filed2026-05-13
AEM
AGNICO EAGLE MINES LTD
-50.92%
Shares35.5K
Event2026-03-31
Filed2026-05-13
IBIT
ISHARES BITCOIN TRUST ETF
-2.11%
Shares186.0K
Event2026-03-31
Filed2026-05-13
MINT
PIMCO ETF TR
73.83%
Shares69.7K
Event2026-03-31
Filed2026-05-13
VTI
VANGUARD INDEX FDS
12.00%
Shares21.0K
Event2026-03-31
Filed2026-05-13
IDEF
BLACKROCK ETF TRUST
New
Shares205.3K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-74.02%
Shares23.4K
Event2026-03-31
Filed2026-05-13
IAGG
ISHARES TR
10.32%
Shares133.4K
Event2026-03-31
Filed2026-05-13
LYB
LYONDELLBASELL INDUSTRIES NV
New
Shares82.3K
Event2026-03-31
Filed2026-05-13
XLE
SELECT SECTOR SPDR TR
0.63%
Shares105.9K
Event2026-03-31
Filed2026-05-13
DC
DAKOTA GOLD CORP
9.44%
Shares1.3M
Event2026-03-31
Filed2026-05-13
BLCR
BLACKROCK ETF TRUST
New
Shares157.2K
Event2026-03-31
Filed2026-05-13
AMZN
AMAZON COM INC
-2.58%
Shares30.0K
Event2026-03-31
Filed2026-05-13
CE
CELANESE CORP DEL
New
Shares93.5K
Event2026-03-31
Filed2026-05-13
BINC
BLACKROCK ETF TRUST II
-19.04%
Shares117.1K
Event2026-03-31
Filed2026-05-13
AA
ALCOA CORP
-52.46%
Shares90.9K
Event2026-03-31
Filed2026-05-13
RIVN
RIVIAN AUTOMOTIVE INC
28.85%
Shares399.8K
Event2026-03-31
Filed2026-05-13
IJR
ISHARES TR
322.72%
Shares48.1K
Event2026-03-31
Filed2026-05-13
CF
CF INDUSTRIES HOLD
New
Shares46.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
ALPHABET INC
-0.48%
Shares20.7K
Event2026-03-31
Filed2026-05-13
WDC
WESTERN DIGITAL CORP
New
Shares21.8K
Event2026-03-31
Filed2026-05-13
AMAT
APPLIED MATLS INC
27.06%
Shares17.3K
Event2026-03-31
Filed2026-05-13
UJUN
INNOVATOR ETFS TRUST
-1.97%
Shares150.1K
Event2026-03-31
Filed2026-05-13
GLW
CORNING INC
New
Shares40.7K
Event2026-03-31
Filed2026-05-13
BNDX
VANGUARD CHARLOTTE FDS
102.72%
Shares112.2K
Event2026-03-31
Filed2026-05-13
WLK
WESTLAKE CORPORATION
New
Shares45.3K
Event2026-03-31
Filed2026-05-13
SU
SUNCOR ENERGY INC NEW
New
Shares78.8K
Event2026-03-31
Filed2026-05-13
TSLA
TESLA INC
-43.38%
Shares13.9K
Event2026-03-31
Filed2026-05-13
SCHG
SCHWAB STRATEGIC TR
1.88%
Shares173.9K
Event2026-03-31
Filed2026-05-13
ISMF
BLACKROCK ETF TRUST
New
Shares184.9K
Event2026-03-31
Filed2026-05-13
POCT
INNOVATOR ETFS TRUST
-1.21%
Shares113.8K
Event2026-03-31
Filed2026-05-13
CQQQ
INVESCO EXCH TRADED FD TR II
-49.47%
Shares104.5K
Event2026-03-31
Filed2026-05-13
BALT
INNOVATOR ETFS TRUST
0.06%
Shares142.0K
Event2026-03-31
Filed2026-05-13
PAAS
PAN AMERN SILVER CORP
New
Shares83.4K
Event2026-03-31
Filed2026-05-13
GLD
SPDR GOLD TR
-26.42%
Shares9.8K
Event2026-03-31
Filed2026-05-13
SMMD
ISHARES TR
20.21%
Shares54.2K
Event2026-03-31
Filed2026-05-13
ZIG
ETF SER SOLUTIONS
4.91%
Shares105.3K
Event2026-03-31
Filed2026-05-13
JAZZ
JAZZ PHARMACEUTICALS PLC
New
Shares21.2K
Event2026-03-31
Filed2026-05-13
VXUS
VANGUARD STAR FDS
37.08%
Shares50.8K
Event2026-03-31
Filed2026-05-13
SFLR
INNOVATOR ETFS TRUST
-8.27%
Shares110.7K
Event2026-03-31
Filed2026-05-13
META
META PLATFORMS INC
9.90%
Shares6.8K
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
ISHARES GOLD TR
-73.97%
Shares44.4K
Event2026-03-31
Filed2026-05-13
SPYM
SPDR SERIES TRUST
-2.19%
Shares51.0K
Event2026-03-31
Filed2026-05-13
BROADCOM INC
BROADCOM INC
-36.36%
Shares12.5K
Event2026-03-31
Filed2026-05-13
AFL
AFLAC INC
6.82%
Shares34.6K
Event2026-03-31
Filed2026-05-13
PYLD
PIMCO ETF TR
87.20%
Shares143.3K
Event2026-03-31
Filed2026-05-13
PDEC
INNOVATOR ETFS TRUST
-6.91%
Shares86.6K
Event2026-03-31
Filed2026-05-13
VGSH
VANGUARD SCOTTSDALE FDS
253.24%
Shares62.6K
Event2026-03-31
Filed2026-05-13
NOBL
PROSHARES TR
0.57%
Shares33.6K
Event2026-03-31
Filed2026-05-13
UDEC
INNOVATOR ETFS TRUST
-4.20%
Shares90.9K
Event2026-03-31
Filed2026-05-13
AVT
AVNET INC
New
Shares56.4K
Event2026-03-31
Filed2026-05-13
PAUG
INNOVATOR ETFS TRUST
-1.53%
Shares80.9K
Event2026-03-31
Filed2026-05-13
NE
NOBLE CORP PLC
New
Shares69.8K
Event2026-03-31
Filed2026-05-13
ROG
ROGERS CORP
New
Shares31.3K
Event2026-03-31
Filed2026-05-13
MEOH
METHANEX CORP
New
Shares55.4K
Event2026-03-31
Filed2026-05-13
LLY
ELI LILLY & CO
-41.22%
Shares3.6K
Event2026-03-31
Filed2026-05-13
IUSG
ISHARES TR
0.30%
Shares21.1K
Event2026-03-31
Filed2026-05-13
XES
SPDR SERIES TRUST
2.10%
Shares27.7K
Event2026-03-31
Filed2026-05-13
SHLD
GLOBAL X FDS
327.24%
Shares44.8K
Event2026-03-31
Filed2026-05-13
SHY
ISHARES TR
-11.35%
Shares36.9K
Event2026-03-31
Filed2026-05-13
JNJ
JOHNSON & JOHNSON
9.74%
Shares12.4K
Event2026-03-31
Filed2026-05-13
EMXC
ISHARES INC
1.09%
Shares38.0K
Event2026-03-31
Filed2026-05-13
DE
DEERE & CO
8.15%
Shares5.2K
Event2026-03-31
Filed2026-05-13
VEA
VANGUARD TAX-MANAGED FDS
-1.69%
Shares46.0K
Event2026-03-31
Filed2026-05-13
FIRST TR EXCHANGE-TRADED FD
FIRST TR EXCHANGE-TRADED FD
New
Shares96.3K
Event2026-03-31
Filed2026-05-13
V
VISA INC
123.58%
Shares9.1K
Event2026-03-31
Filed2026-05-13
COP
CONOCOPHILLIPS
4.29%
Shares20.9K
Event2026-03-31
Filed2026-05-13
GREK
GLOBAL X FDS
5.26%
Shares42.7K
Event2026-03-31
Filed2026-05-13
EFA
ISHARES TR
-0.70%
Shares27.9K
Event2026-03-31
Filed2026-05-13
BTAL
AGF INVTS TR
New
Shares192.0K
Event2026-03-31
Filed2026-05-13
COMT
ISHARES U S ETF TR
-11.79%
Shares78.7K
Event2026-03-31
Filed2026-05-13
BCI
ABRDN ETFS
18.18%
Shares109.4K
Event2026-03-31
Filed2026-05-13
OEF
ISHARES TR
-84.55%
Shares8.1K
Event2026-03-31
Filed2026-05-13
AMGN
AMGEN INC
9.30%
Shares7.0K
Event2026-03-31
Filed2026-05-13
GM
GENERAL MTRS CO
-42.72%
Shares32.9K
Event2026-03-31
Filed2026-05-13
CSCO
CISCO SYS INC
13.29%
Shares31.5K
Event2026-03-31
Filed2026-05-13
BILT
BLACKROCK ETF TRUST
New
Shares84.3K
Event2026-03-31
Filed2026-05-13
CAT
CATERPILLAR INC
-68.08%
Shares3.4K
Event2026-03-31
Filed2026-05-13
ISHARES U S ETF TR
ISHARES U S ETF TR
New
Shares78.1K
Event2026-03-31
Filed2026-05-13
COST
COSTCO WHOLESALE CORPORATION
-4.74%
Shares2.4K
Event2026-03-31
Filed2026-05-13
RING
ISHARES INC
New
Shares28.9K
Event2026-03-31
Filed2026-05-13
IEF
ISHARES TR
-7.34%
Shares23.8K
Event2026-03-31
Filed2026-05-13
LINDE PLC
LINDE PLC
27.00%
Shares4.5K
Event2026-03-31
Filed2026-05-13
FDX
FEDEX CORP
-4.19%
Shares6.3K
Event2026-03-31
Filed2026-05-13
MA
MASTERCARD INCORPORATED
23.72%
Shares4.4K
Event2026-03-31
Filed2026-05-13
VRT
VERTIV HOLDINGS CO
New
Shares8.8K
Event2026-03-31
Filed2026-05-13
DIS
DISNEY WALT CO
15.83%
Shares22.6K
Event2026-03-31
Filed2026-05-13
EWJ
ISHARES INC
-17.75%
Shares25.0K
Event2026-03-31
Filed2026-05-13
LOW
LOWES COS INC
18.97%
Shares8.9K
Event2026-03-31
Filed2026-05-13
EWC
ISHARES INC
437.41%
Shares38.1K
Event2026-03-31
Filed2026-05-13
HON
HONEYWELL INTL INC
19.55%
Shares9.2K
Event2026-03-31
Filed2026-05-13
TMUS
T-MOBILE US INC
33.26%
Shares9.8K
Event2026-03-31
Filed2026-05-13
XLRE
SELECT SECTOR SPDR TR
2.95%
Shares50.2K
Event2026-03-31
Filed2026-05-13
TXN
TEXAS INSTRS INC
New
Shares10.5K
Event2026-03-31
Filed2026-05-13
MSGS
MADISON SQUARE GRDN SPRT COR
New
Shares6.3K
Event2026-03-31
Filed2026-05-13
UNP
UNION PAC CORP
19.51%
Shares8.4K
Event2026-03-31
Filed2026-05-13
MDLZ
MONDELEZ INTL INC
29.82%
Shares34.2K
Event2026-03-31
Filed2026-05-13
UFEB
INNOVATOR ETFS TRUST
52.72%
Shares54.0K
Event2026-03-31
Filed2026-05-13
CRM
SALESFORCE INC
33.59%
Shares10.5K
Event2026-03-31
Filed2026-05-13
ACEI
INNOVATOR ETFS TRUST
79.45%
Shares83.5K
Event2026-03-31
Filed2026-05-13
MMM
3M CO
16.91%
Shares13.3K
Event2026-03-31
Filed2026-05-13
EMR
EMERSON ELEC CO
18.45%
Shares14.7K
Event2026-03-31
Filed2026-05-13
KEYS
KEYSIGHT TECHNOLOGIES INC
New
Shares6.8K
Event2026-03-31
Filed2026-05-13
JPST
J P MORGAN EXCHANGE TRADED F
-26.87%
Shares37.6K
Event2026-03-31
Filed2026-05-13
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
0.94%
Shares111.9K
Event2026-03-31
Filed2026-05-13
ABT
ABBOTT LABORATORIES
596.90%
Shares18.0K
Event2026-03-31
Filed2026-05-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-22.48%
Shares3.8K
Event2026-03-31
Filed2026-05-13
TMO
THERMO FISHER SCIENTIFIC INC
17.23%
Shares3.7K
Event2026-03-31
Filed2026-05-13
PAPR
INNOVATOR ETFS TRUST
3.94%
Shares45.5K
Event2026-03-31
Filed2026-05-13
PMBS
PIMCO ETF TR
90.19%
Shares36.3K
Event2026-03-31
Filed2026-05-13
BOND
PIMCO ETF TR
91.04%
Shares19.4K
Event2026-03-31
Filed2026-05-13
TIP
ISHARES TR
35.44%
Shares16.1K
Event2026-03-31
Filed2026-05-13
PJUL
INNOVATOR ETFS TRUST
-1.43%
Shares38.2K
Event2026-03-31
Filed2026-05-13
GDX
VANECK ETF TRUST
-49.04%
Shares19.0K
Event2026-03-31
Filed2026-05-13
PFEB
INNOVATOR ETFS TRUST
58.50%
Shares43.1K
Event2026-03-31
Filed2026-05-13
PJAN
INNOVATOR ETFS TRUST
-12.50%
Shares37.3K
Event2026-03-31
Filed2026-05-13
UJAN
INNOVATOR ETFS TRUST
131.56%
Shares39.4K
Event2026-03-31
Filed2026-05-13
INTU
INTUIT
51.96%
Shares3.8K
Event2026-03-31
Filed2026-05-13
DHR
DANAHER CORP DEL
19.85%
Shares8.6K
Event2026-03-31
Filed2026-05-13
SYSB
ISHARES TR
10.11%
Shares18.2K
Event2026-03-31
Filed2026-05-13
BDEC
INNOVATOR ETFS TRUST
-15.62%
Shares33.0K
Event2026-03-31
Filed2026-05-13
JPM
JPMORGAN CHASE & CO
1.97%
Shares5.3K
Event2026-03-31
Filed2026-05-13
MOD
MODINE MFG CO
New
Shares7.0K
Event2026-03-31
Filed2026-05-13
UNOV
INNOVATOR ETFS TRUST
-6.37%
Shares39.7K
Event2026-03-31
Filed2026-05-13
BKNG
BOOKING HOLDINGS INC
746.34%
Shares347
Event2026-03-31
Filed2026-05-13
INTC
INTEL CORP
-80.04%
Shares32.6K
Event2026-03-31
Filed2026-05-13
TFLO
ISHARES TR
3.27%
Shares28.3K
Event2026-03-31
Filed2026-05-13
EWQ
ISHARES INC
98.97%
Shares32.7K
Event2026-03-31
Filed2026-05-13
QFLR
INNOVATOR ETFS TRUST
-19.25%
Shares41.6K
Event2026-03-31
Filed2026-05-13
TER
TERADYNE INC
-54.70%
Shares4.7K
Event2026-03-31
Filed2026-05-13
SCHF
SCHWAB STRATEGIC TR
373.91%
Shares53.6K
Event2026-03-31
Filed2026-05-13
PMAR
INNOVATOR ETFS TRUST
-9.91%
Shares29.8K
Event2026-03-31
Filed2026-05-13
KMI
KINDER MORGAN INC DEL
1.45%
Shares39.1K
Event2026-03-31
Filed2026-05-13
ZJUL
INNOVATOR ETFS TRUST
0.00%
Shares44.5K
Event2026-03-31
Filed2026-05-13
WMT
WALMART INC
9.08%
Shares10.2K
Event2026-03-31
Filed2026-05-13
SNTH
TIDAL TRUST III
49.56%
Shares46.1K
Event2026-03-31
Filed2026-05-13
MCHI
ISHARES TR
5.04%
Shares20.7K
Event2026-03-31
Filed2026-05-13
UOCT
INNOVATOR ETFS TRUST
-4.15%
Shares30.1K
Event2026-03-31
Filed2026-05-13
PNOV
INNOVATOR ETFS TRUST
-13.57%
Shares27.6K
Event2026-03-31
Filed2026-05-13
EWZ
ISHARES INC
New
Shares28.8K
Event2026-03-31
Filed2026-05-13
VGK
VANGUARD INTL EQUITY INDEX F
9.69%
Shares13.1K
Event2026-03-31
Filed2026-05-13
TUR
ISHARES INC
New
Shares27.5K
Event2026-03-31
Filed2026-05-13
EWL
ISHARES INC
67.19%
Shares18.0K
Event2026-03-31
Filed2026-05-13
ECH
ISHARES INC
New
Shares25.9K
Event2026-03-31
Filed2026-05-13
EIS
ISHARES INC
322.16%
Shares8.7K
Event2026-03-31
Filed2026-05-13
BILZ
PIMCO ETF TR
-35.43%
Shares9.9K
Event2026-03-31
Filed2026-05-13
INDA
ISHARES TR
New
Shares20.8K
Event2026-03-31
Filed2026-05-13
PLTR
PALANTIR TECHNOLOGIES INC
-85.55%
Shares6.6K
Event2026-03-31
Filed2026-05-13
AMD
ADVANCED MICRO DEVICES INC
-79.86%
Shares4.7K
Event2026-03-31
Filed2026-05-13
VWO
VANGUARD INTL EQUITY INDEX F
20.18%
Shares17.7K
Event2026-03-31
Filed2026-05-13
ZDEK
INNOVATOR ETFS TRUST
-2.82%
Shares37.3K
Event2026-03-31
Filed2026-05-13
HYDB
ISHARES TR
12.89%
Shares20.4K
Event2026-03-31
Filed2026-05-13
PACS
PACS GROUP INC
0.00%
Shares29.5K
Event2026-03-31
Filed2026-05-13
ACWI
ISHARES TR
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-13
HD
HOME DEPOT INC
11.57%
Shares2.8K
Event2026-03-31
Filed2026-05-13
CVX
CHEVRON CORPORATION
-68.13%
Shares4.4K
Event2026-03-31
Filed2026-05-13
HYG
ISHARES TR
-71.45%
Shares11.4K
Event2026-03-31
Filed2026-05-13
OCTH
INNOVATOR ETFS TRUST
-3.14%
Shares38.6K
Event2026-03-31
Filed2026-05-13
USMV
ISHARES TR
8.21%
Shares9.7K
Event2026-03-31
Filed2026-05-13
NFLX
NETFLIX INC.
45.52%
Shares9.3K
Event2026-03-31
Filed2026-05-13
MERCK & CO INC
MERCK & CO INC
5.91%
Shares7.3K
Event2026-03-31
Filed2026-05-13
CRCL
CIRCLE INTERNET GROUP INC
New
Shares8.9K
Event2026-03-31
Filed2026-05-13
BFEB
INNOVATOR ETFS TRUST
56.56%
Shares17.6K
Event2026-03-31
Filed2026-05-13
BAUG
INNOVATOR ETFS TRUST
-7.06%
Shares17.2K
Event2026-03-31
Filed2026-05-13
EWA
ISHARES INC
131.34%
Shares30.0K
Event2026-03-31
Filed2026-05-13
POWA
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares9.5K
Event2026-03-31
Filed2026-05-13
PARR
PAR PAC HOLDINGS INC
4.13%
Shares13.1K
Event2026-03-31
Filed2026-05-13
LMT
LOCKHEED MARTIN CORP
-10.90%
Shares1.3K
Event2026-03-31
Filed2026-05-13
BITB
BITWISE BITCOIN ETF TR
3.05%
Shares21.8K
Event2026-03-31
Filed2026-05-13
SCHX
SCHWAB STRATEGIC TR
17.22%
Shares31.0K
Event2026-03-31
Filed2026-05-13
PG
PROCTER & GAMBLE CO
11.88%
Shares5.5K
Event2026-03-31
Filed2026-05-13
SLV
ISHARES SILVER TR
-93.63%
Shares11.6K
Event2026-03-31
Filed2026-05-13
AAPR
INNOVATOR ETFS TRUST
-12.45%
Shares26.8K
Event2026-03-31
Filed2026-05-13
EWG
ISHARES INC
53.77%
Shares19.3K
Event2026-03-31
Filed2026-05-13
STIP
ISHARES TR
-83.63%
Shares7.4K
Event2026-03-31
Filed2026-05-13
UNFI
UNITED NAT FOODS INC
9.52%
Shares16.9K
Event2026-03-31
Filed2026-05-13
LUCID GROUP INC
LUCID GROUP INC
New
Shares80.0K
Event2026-03-31
Filed2026-05-13
ATGE
COVISTA INC
New
Shares6.6K
Event2026-03-31
Filed2026-05-13
AHR
AMERICAN HEALTHCARE REIT INC
19.10%
Shares15.8K
Event2026-03-31
Filed2026-05-13
SNDK
SANDISK CORP
-57.07%
Shares1.2K
Event2026-03-31
Filed2026-05-13
FLOT
ISHARES TR
-33.43%
Shares14.5K
Event2026-03-31
Filed2026-05-13
NEM
NEWMONT CORP
New
Shares6.8K
Event2026-03-31
Filed2026-05-13
PM
PHILIP MORRIS INTL INC
1.21%
Shares4.4K
Event2026-03-31
Filed2026-05-13
ORCL
ORACLE CORP
14.35%
Shares5.0K
Event2026-03-31
Filed2026-05-13
BAC
BANK AMERICA CORP
-16.44%
Shares14.9K
Event2026-03-31
Filed2026-05-13
APP
APPLOVIN CORP
74.26%
Shares1.8K
Event2026-03-31
Filed2026-05-13
TJUL
INNOVATOR ETFS TRUST
-4.00%
Shares24.2K
Event2026-03-31
Filed2026-05-13
OKTA
OKTA INC
New
Shares9.0K
Event2026-03-31
Filed2026-05-13
TIGO
MILLICOM INTL CELLULAR S A
New
Shares9.4K
Event2026-03-31
Filed2026-05-13
NJUL
INNOVATOR ETFS TRUST
-2.26%
Shares9.8K
Event2026-03-31
Filed2026-05-13
CELESTICA INC
CELESTICA INC
45.47%
Shares2.5K
Event2026-03-31
Filed2026-05-13
KLAC
KLA CORP
5.39%
Shares469
Event2026-03-31
Filed2026-05-13
POWL
POWELL INDS INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-13
W
WAYFAIR INC
81.72%
Shares9.0K
Event2026-03-31
Filed2026-05-13
EAT
BRINKER INTL INC
New
Shares4.7K
Event2026-03-31
Filed2026-05-13
SIL
GLOBAL X FDS
-6.50%
Shares7.5K
Event2026-03-31
Filed2026-05-13
MFC
MANULIFE FINL CORP
22.35%
Shares19.4K
Event2026-03-31
Filed2026-05-13
ABBV
ABBVIE INC
-65.56%
Shares3.1K
Event2026-03-31
Filed2026-05-13
BLBD
BLUE BIRD CORP
New
Shares11.7K
Event2026-03-31
Filed2026-05-13
USFR
WISDOMTREE TR
0.00%
Shares12.9K
Event2026-03-31
Filed2026-05-13
SSRM
SSR MINING IN
-15.75%
Shares21.9K
Event2026-03-31
Filed2026-05-13
BJAN
INNOVATOR ETFS TRUST
41.26%
Shares11.9K
Event2026-03-31
Filed2026-05-13
EZPW
EZCORP INC
New
Shares24.9K
Event2026-03-31
Filed2026-05-13
CRDO
CREDO TECHNOLOGY GROUP HOLDI
105.43%
Shares6.7K
Event2026-03-31
Filed2026-05-13
BMAR
INNOVATOR ETFS TRUST
-5.89%
Shares11.9K
Event2026-03-31
Filed2026-05-13
BA
BOEING CO
5.99%
Shares3.1K
Event2026-03-31
Filed2026-05-13
CAAP
CORPORACION AMER ARPTS S A
New
Shares24.5K
Event2026-03-31
Filed2026-05-13
KO
COCA COLA CO
-72.76%
Shares8.1K
Event2026-03-31
Filed2026-05-13
FN
FABRINET
New
Shares1.2K
Event2026-03-31
Filed2026-05-13
CITIGROUP INC
CITIGROUP INC
8.16%
Shares5.4K
Event2026-03-31
Filed2026-05-13
STRL
STERLING INFRASTRUCTURE INC
-12.48%
Shares1.5K
Event2026-03-31
Filed2026-05-13
INVH
INVITATION HOMES INC
0.04%
Shares24.1K
Event2026-03-31
Filed2026-05-13
TTMI
TTM TECHNOLOGIES INC
-25.28%
Shares6.1K
Event2026-03-31
Filed2026-05-13
PUI
INVESCO EXCHANGE TRADED FD T
0.00%
Shares12.7K
Event2026-03-31
Filed2026-05-13
BARRICK MNG CORP
BARRICK MNG CORP
New
Shares14.5K
Event2026-03-31
Filed2026-05-13
VPU
VANGUARD WORLD FD
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-13
KGC
KINROSS GOLD CORP
-3.06%
Shares19.1K
Event2026-03-31
Filed2026-05-13
ZMAR
INNOVATOR ETFS TRUST
82.43%
Shares21.1K
Event2026-03-31
Filed2026-05-13
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares30.9K
Event2026-03-31
Filed2026-05-13
FTCS
FIRST TR EXCHANGE-TRADED FD
-2.05%
Shares6.1K
Event2026-03-31
Filed2026-05-13
USEP
INNOVATOR ETFS TRUST
0.00%
Shares14.4K
Event2026-03-31
Filed2026-05-13
IJH
ISHARES TR
-11.08%
Shares8.1K
Event2026-03-31
Filed2026-05-13
T
AT&T INC
13.03%
Shares18.9K
Event2026-03-31
Filed2026-05-13
PMAY
INNOVATOR ETFS TRUST
0.00%
Shares13.6K
Event2026-03-31
Filed2026-05-13
ARM
ARM HOLDINGS PLC
New
Shares3.6K
Event2026-03-31
Filed2026-05-13
BUFF
INNOVATOR ETFS TRUST
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-13
IYW
ISHARES TR
-90.67%
Shares2.8K
Event2026-03-31
Filed2026-05-13
COEUR MNG INC
COEUR MNG INC
-19.82%
Shares26.3K
Event2026-03-31
Filed2026-05-13
MCD
MCDONALDS CORP
9.74%
Shares1.6K
Event2026-03-31
Filed2026-05-13
AJUL
INNOVATOR ETFS TRUST
-3.26%
Shares16.3K
Event2026-03-31
Filed2026-05-13
BNOV
INNOVATOR ETFS TRUST
-8.07%
Shares10.9K
Event2026-03-31
Filed2026-05-13
KJAN
INNOVATOR ETFS TRUST
-9.21%
Shares11.2K
Event2026-03-31
Filed2026-05-13
ALPS ETF TR
ALPS ETF TR
New
Shares8.8K
Event2026-03-31
Filed2026-05-13
SHEN
SHENANDOAH TELECOMMUNICATION
0.00%
Shares29.9K
Event2026-03-31
Filed2026-05-13
DFAX
DIMENSIONAL ETF TRUST
0.00%
Shares13.5K
Event2026-03-31
Filed2026-05-13
VTV
VANGUARD INDEX FDS
-25.42%
Shares2.3K
Event2026-03-31
Filed2026-05-13
UMAR
INNOVATOR ETFS TRUST
-3.42%
Shares11.3K
Event2026-03-31
Filed2026-05-13
EOG
EOG RES INC
New
Shares3.1K
Event2026-03-31
Filed2026-05-13
VNQ
VANGUARD INDEX FDS
New
Shares5.0K
Event2026-03-31
Filed2026-05-13
IWF
ISHARES TR
5.74%
Shares1.0K
Event2026-03-31
Filed2026-05-13
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares10.2K
Event2026-03-31
Filed2026-05-13
ZNOV
INNOVATOR ETFS TRUST
-6.91%
Shares16.2K
Event2026-03-31
Filed2026-05-13
SMH
VANECK ETF TRUST
-17.64%
Shares1.1K
Event2026-03-31
Filed2026-05-13
MDY
STATE STR SPDR S&P MIDCAP 40
New
Shares680
Event2026-03-31
Filed2026-05-13
SCHO
SCHWAB STRATEGIC TR
New
Shares17.2K
Event2026-03-31
Filed2026-05-13
IBM
INTERNATIONAL BUSINESS MACHS
-81.53%
Shares1.7K
Event2026-03-31
Filed2026-05-13
SCHW
SCHWAB CHARLES CORP
1.30%
Shares4.4K
Event2026-03-31
Filed2026-05-13
NJAN
INNOVATOR ETFS TRUST
-13.10%
Shares7.7K
Event2026-03-31
Filed2026-05-13
ICVT
ISHARES TR
-27.72%
Shares4.0K
Event2026-03-31
Filed2026-05-13
EPD
ENTERPRISE PRODS PARTNERS L
-0.79%
Shares10.8K
Event2026-03-31
Filed2026-05-13
WFC
WELLS FARGO & CO
-44.12%
Shares5.1K
Event2026-03-31
Filed2026-05-13
PEP
PEPSICO INC
16.46%
Shares2.6K
Event2026-03-31
Filed2026-05-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-0.41%
Shares4.1K
Event2026-03-31
Filed2026-05-13
DELL
DELL TECHNOLOGIES INC
-0.86%
Shares2.4K
Event2026-03-31
Filed2026-05-13
IOCT
INNOVATOR ETFS TRUST
20.64%
Shares11.1K
Event2026-03-31
Filed2026-05-13
NULV
NUSHARES ETF TR
-3.91%
Shares8.4K
Event2026-03-31
Filed2026-05-13
XUSP
INNOVATOR ETFS TRUST
-10.60%
Shares8.7K
Event2026-03-31
Filed2026-05-13
BOCT
INNOVATOR ETFS TRUST
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-13
NVS
NOVARTIS AG
20.12%
Shares2.5K
Event2026-03-31
Filed2026-05-13
GILD
GILEAD SCIENCES INC
-82.48%
Shares2.7K
Event2026-03-31
Filed2026-05-13
TS
TENARIS S A
New
Shares6.5K
Event2026-03-31
Filed2026-05-13
IWM
ISHARES TR
-3.48%
Shares1.5K
Event2026-03-31
Filed2026-05-13
NOCT
INNOVATOR ETFS TRUST
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-13
OCTJ
INNOVATOR ETFS TRUST
0.00%
Shares16.0K
Event2026-03-31
Filed2026-05-13
XOP
SPDR SERIES TRUST
New
Shares2.0K
Event2026-03-31
Filed2026-05-13
IBD
NORTHERN LTS FD TR IV
3.38%
Shares15.6K
Event2026-03-31
Filed2026-05-13
PDBC
INVESCO ACTVELY MNGD ETC FD
New
Shares21.2K
Event2026-03-31
Filed2026-05-13
EWU
ISHARES TR
-79.08%
Shares8.0K
Event2026-03-31
Filed2026-05-13
VCSH
VANGUARD SCOTTSDALE FDS
0.39%
Shares4.6K
Event2026-03-31
Filed2026-05-13
BHP
BHP BILLITON LIMITED
18.49%
Shares5.0K
Event2026-03-31
Filed2026-05-13
ASX
ASE TECHNOLOGY HLDG CO LTD
7.20%
Shares16.7K
Event2026-03-31
Filed2026-05-13
IGSB
ISHARES TR
27.33%
Shares6.7K
Event2026-03-31
Filed2026-05-13
BJUL
INNOVATOR ETFS TRUST
-1.37%
Shares7.1K
Event2026-03-31
Filed2026-05-13
NAUG
INNOVATOR ETFS TRUST
0.00%
Shares12.1K
Event2026-03-31
Filed2026-05-13
SPEM
SPDR INDEX SHS FDS
-14.82%
Shares7.4K
Event2026-03-31
Filed2026-05-13
NEE
NEXTERA ENERGY INC
-18.42%
Shares3.7K
Event2026-03-31
Filed2026-05-13
DAL
DELTA AIR LINES INC
-12.68%
Shares5.2K
Event2026-03-31
Filed2026-05-13
NOK
NOKIA CORP
17.49%
Shares42.6K
Event2026-03-31
Filed2026-05-13
VYM
VANGUARD WHITEHALL FDS
-19.09%
Shares2.3K
Event2026-03-31
Filed2026-05-13
TFJL
INNOVATOR ETFS TRUST
-10.69%
Shares17.3K
Event2026-03-31
Filed2026-05-13
BMY
BRISTOL-MYERS SQUIBB CO
-8.01%
Shares5.5K
Event2026-03-31
Filed2026-05-13
AAXJ
ISHARES TR
New
Shares3.5K
Event2026-03-31
Filed2026-05-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-13
ZSEP
INNOVATOR ETFS TRUST
0.00%
Shares12.2K
Event2026-03-31
Filed2026-05-13
SCHE
SCHWAB STRATEGIC TR
New
Shares9.9K
Event2026-03-31
Filed2026-05-13
ESGU
ISHARES TR
-38.12%
Shares2.3K
Event2026-03-31
Filed2026-05-13
TAK
TAKEDA PHARMACEUTICAL CO LTD
28.10%
Shares17.5K
Event2026-03-31
Filed2026-05-13
TDIV
FIRST TR EXCHANGE TRADED FD
-0.29%
Shares3.4K
Event2026-03-31
Filed2026-05-13
VXF
VANGUARD INDEX FDS
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-13
IYR
ISHARES TR
New
Shares3.4K
Event2026-03-31
Filed2026-05-13
UAUG
INNOVATOR ETFS TRUST
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-13
RTX
RTX CORPORATION
42.92%
Shares1.6K
Event2026-03-31
Filed2026-05-13
CVS
CVS HEALTH CORP
-81.69%
Shares4.4K
Event2026-03-31
Filed2026-05-13
AAAU
GOLDMAN SACHS PHYSICAL GOLD
7.45%
Shares6.8K
Event2026-03-31
Filed2026-05-13
ERIC
TELEFONAKTIEBOLAGET LM ERICS
30.85%
Shares27.6K
Event2026-03-31
Filed2026-05-13
NVO
NOVO-NORDISK A S
22.65%
Shares8.5K
Event2026-03-31
Filed2026-05-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
6.71%
Shares2.5K
Event2026-03-31
Filed2026-05-13
ARCC
ARES CAPITAL CORP
-27.08%
Shares17.2K
Event2026-03-31
Filed2026-05-13
IMAR
INNOVATOR ETFS TRUST
New
Shares10.7K
Event2026-03-31
Filed2026-05-13
QCOM
QUALCOMM INC
-0.70%
Shares2.4K
Event2026-03-31
Filed2026-05-13
DVY
ISHARES TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-13
BTI
BRITISH AMERN TOB PLC
26.51%
Shares5.3K
Event2026-03-31
Filed2026-05-13
XNTK
SPDR SERIES TRUST
0.08%
Shares1.2K
Event2026-03-31
Filed2026-05-13
IWD
ISHARES TR
-21.00%
Shares1.4K
Event2026-03-31
Filed2026-05-13
PJUN
INNOVATOR ETFS TRUST
-0.07%
Shares7.3K
Event2026-03-31
Filed2026-05-13
GEV
GE VERNOVA INC
-91.48%
Shares351
Event2026-03-31
Filed2026-05-13
BUD
ANHEUSER BUSCH INBEV SA NV
27.27%
Shares4.4K
Event2026-03-31
Filed2026-05-13
VO
VANGUARD INDEX FDS
25.33%
Shares1.1K
Event2026-03-31
Filed2026-05-13
UMC
UNITED MICROELECTRONICS CORP
30.77%
Shares33.5K
Event2026-03-31
Filed2026-05-13
BSEP
INNOVATOR ETFS TRUST
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-13
SNY
SANOFI SA
36.98%
Shares6.0K
Event2026-03-31
Filed2026-05-13
LGLV
SPDR SERIES TRUST
0.56%
Shares1.6K
Event2026-03-31
Filed2026-05-13
VZ
VERIZON COMMUNICATIONS INC
5.33%
Shares5.7K
Event2026-03-31
Filed2026-05-13
TROW
PRICE T ROWE GROUP INC
-37.01%
Shares3.2K
Event2026-03-31
Filed2026-05-13
BJUN
INNOVATOR ETFS TRUST
0.00%
Shares6.2K
Event2026-03-31
Filed2026-05-13
MO
ALTRIA GROUP INC
8.42%
Shares4.3K
Event2026-03-31
Filed2026-05-13
TJX
TJX COS INC NEW
21.23%
Shares1.8K
Event2026-03-31
Filed2026-05-13
ET
ENERGY TRANSFER L P
9.28%
Shares14.7K
Event2026-03-31
Filed2026-05-13
DFAC
DIMENSIONAL ETF TRUST
-29.71%
Shares7.2K
Event2026-03-31
Filed2026-05-13
BAPR
INNOVATOR ETFS TRUST
-6.89%
Shares5.7K
Event2026-03-31
Filed2026-05-13
SBUX
STARBUCKS CORP
-39.53%
Shares3.1K
Event2026-03-31
Filed2026-05-13
VRTX
VERTEX PHARMACEUTICALS INC
4.55%
Shares620
Event2026-03-31
Filed2026-05-13
SKYY
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-13
SCHB
SCHWAB STRATEGIC TR
6.38%
Shares10.8K
Event2026-03-31
Filed2026-05-13
VTHR
VANGUARD SCOTTSDALE FDS
0.00%
Shares930
Event2026-03-31
Filed2026-05-13
FBTC
FIDELITY WISE ORIGIN BITCOIN
-0.68%
Shares4.5K
Event2026-03-31
Filed2026-05-13
DEO
DIAGEO PLC
44.75%
Shares3.5K
Event2026-03-31
Filed2026-05-13
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-97.74%
Shares5.7K
Event2026-03-31
Filed2026-05-13
UI
UBIQUITI INC
New
Shares330
Event2026-03-31
Filed2026-05-13
VEU
VANGUARD INTL EQUITY INDEX F
-88.87%
Shares3.4K
Event2026-03-31
Filed2026-05-13
DAUG
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-13
IESC
IES HOLDINGS INC
0.00%
Shares534
Event2026-03-31
Filed2026-05-13
SNN
SMITH & NEPHEW PLC
New
Shares8.0K
Event2026-03-31
Filed2026-05-13
ITA
ISHARES TR
-93.47%
Shares1.2K
Event2026-03-31
Filed2026-05-13
CRWD
CROWDSTRIKE HLDGS INC
New
Shares650
Event2026-03-31
Filed2026-05-13
ESGV
VANGUARD WORLD FD
4.97%
Shares2.3K
Event2026-03-31
Filed2026-05-13
FMS
FRESENIUS MEDICAL CARE AG
New
Shares11.1K
Event2026-03-31
Filed2026-05-13
IFEB
INNOVATOR ETFS TRUST
New
Shares8.4K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
GE AEROSPACE
5.28%
Shares878
Event2026-03-31
Filed2026-05-13
DINO
HF SINCLAIR CORP
New
Shares4.0K
Event2026-03-31
Filed2026-05-13
CEG
CONSTELLATION ENERGY CORP
1.38%
Shares884
Event2026-03-31
Filed2026-05-13
VHT
VANGUARD WORLD FD
0.00%
Shares903
Event2026-03-31
Filed2026-05-13
WMB
WILLIAMS COS INC
New
Shares3.4K
Event2026-03-31
Filed2026-05-13
SHV
ISHARES TR
-12.00%
Shares2.2K
Event2026-03-31
Filed2026-05-13
AXP
AMERICAN EXPRESS CO
31.31%
Shares801
Event2026-03-31
Filed2026-05-13
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares3.1K
Event2026-03-31
Filed2026-05-13
CEMB
ISHARES INC
New
Shares5.2K
Event2026-03-31
Filed2026-05-13
RYAAY
RYANAIR HOLDINGS PLC
25.47%
Shares4.1K
Event2026-03-31
Filed2026-05-13
EJAN
INNOVATOR ETFS TRUST
-6.53%
Shares6.9K
Event2026-03-31
Filed2026-05-13
DDFL
INNOVATOR ETFS TRUST
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-13
DVN
DEVON ENERGY CORP NEW
New
Shares4.6K
Event2026-03-31
Filed2026-05-13
SAP
SAP SE
44.50%
Shares1.3K
Event2026-03-31
Filed2026-05-13
EJUL
INNOVATOR ETFS TRUST
-5.40%
Shares7.6K
Event2026-03-31
Filed2026-05-13
ZOCT
INNOVATOR ETFS TRUST
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-13
ARKQ
ARK ETF TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-13
IWB
ISHARES TR
-40.71%
Shares635
Event2026-03-31
Filed2026-05-13
UFO
PROCURE ETF TRUST II
New
Shares5.0K
Event2026-03-31
Filed2026-05-13
TGT
TARGET CORP
New
Shares1.8K
Event2026-03-31
Filed2026-05-13
DRI
DARDEN RESTAURANTS INC
-0.44%
Shares1.1K
Event2026-03-31
Filed2026-05-13
VB
VANGUARD INDEX FDS
-4.53%
Shares843
Event2026-03-31
Filed2026-05-13
AVUV
AMERICAN CENTY ETF TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-13
USB
US BANCORP
4.42%
Shares4.2K
Event2026-03-31
Filed2026-05-13
HMC
HONDA MOTOR CO LTD
New
Shares8.9K
Event2026-03-31
Filed2026-05-13
REGN
REGENERON PHARMACEUTICALS
New
Shares279
Event2026-03-31
Filed2026-05-13
O
REALTY INCOME CORP
New
Shares3.5K
Event2026-03-31
Filed2026-05-13
ETHA
ISHARES ETHEREUM TR
-97.46%
Shares13.5K
Event2026-03-31
Filed2026-05-13
UNH
UNITEDHEALTH GROUP INC
4.38%
Shares786
Event2026-03-31
Filed2026-05-13
TM
TOYOTA MOTOR CORP
New
Shares1.0K
Event2026-03-31
Filed2026-05-13
ISHARES STAKED ETHEREUM TR E
ISHARES STAKED ETHEREUM TR E
New
Shares7.8K
Event2026-03-31
Filed2026-05-13
SPIB
SPDR SERIES TRUST
-11.06%
Shares6.2K
Event2026-03-31
Filed2026-05-13
NFEB
INNOVATOR ETFS TRUST
New
Shares7.6K
Event2026-03-31
Filed2026-05-13
OKE
ONEOK INC NEW
New
Shares2.3K
Event2026-03-31
Filed2026-05-13
UAPR
INNOVATOR ETFS TRUST
-66.55%
Shares6.2K
Event2026-03-31
Filed2026-05-13
ZTS
ZOETIS INC
1.86%
Shares1.8K
Event2026-03-31
Filed2026-05-13
TFC
TRUIST FINL CORP
0.60%
Shares4.5K
Event2026-03-31
Filed2026-05-13
VST
VISTRA CORP
-94.62%
Shares1.4K
Event2026-03-31
Filed2026-05-13
ZALT
INNOVATOR ETFS TRUST
New
Shares6.4K
Event2026-03-31
Filed2026-05-13
ADBE
ADOBE INC
32.97%
Shares847
Event2026-03-31
Filed2026-05-13
EEM
ISHARES TR
-99.05%
Shares3.6K
Event2026-03-31
Filed2026-05-13
ZAPR
INNOVATOR ETFS TRUST
0.00%
Shares7.8K
Event2026-03-31
Filed2026-05-13
BSX
BOSTON SCIENTIFIC CORP
2.24%
Shares3.2K
Event2026-03-31
Filed2026-05-13
SCHA
SCHWAB STRATEGIC TR
New
Shares6.9K
Event2026-03-31
Filed2026-05-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares1.5K
Event2026-03-31
Filed2026-05-13
CDC
VICTORY PORTFOLIOS II
New
Shares2.8K
Event2026-03-31
Filed2026-05-13
DSU
BLACKROCK DEBT STRATEGIES FD
0.00%
Shares20.8K
Event2026-03-31
Filed2026-05-13
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares10.4K
Event2026-03-31
Filed2026-05-13
AEGON LTD
AEGON LTD
6.91%
Shares14.4K
Event2026-03-31
Filed2026-05-13
ENIC
ENEL CHILE SA
4.92%
Shares25.4K
Event2026-03-31
Filed2026-05-13
DJT
TRUMP MEDIA & TECHNOLOGY GRO
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-13
TBI
TRUEBLUE INC
0.00%
Shares21.4K
Event2026-03-31
Filed2026-05-13
GUT
GABELLI UTIL TR
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-13
VYX
NCR VOYIX CORPORATION
New
Shares10.5K
Event2026-03-31
Filed2026-05-13
MRCC
MONROE CAP CORP
New
Shares10.7K
Event2026-03-31
Filed2026-05-13
GLDG
GOLDMINING INC
-99.06%
Shares24.1K
Event2026-03-31
Filed2026-05-13
CBAT
CBAK ENERGY TECHNOLOGY INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-13

Call Option Holdings
SPY Call
STATE STR SPDR S&P 500 ETF T
15.90%
Shares53.2K
Event2026-03-31
Filed2026-05-13

Put Option Holdings
SPY Put
STATE STR SPDR S&P 500 ETF T
41.77%
Shares11.2K
Event2026-03-31
Filed2026-05-13
Trek Financial, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo