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The Analysis of Trilogy Capital Inc.'s Holdings & P&L

Currently, Trilogy Capital Inc. holds 385 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in XLK (+132.9K shares, valued at $17.7M), XLY (+161.3K shares, valued at $17.6M), SUSL (+78.1K shares, valued at $8.9M); decreased their positions in XLI (-177.4K shares, valued at $28.7M), XLF (-407.1K shares, valued at $20.1M), IEF (-113.8K shares, valued at $10.9M); initiated new positions in SUSL (+78.1K shares, valued at $8.9M), FLJP (+191.2K shares, valued at $6.9M), PICK (+105.1K shares, valued at $5.9M).

1M P&L

+69.1M+3.11%

3M P&L

+71.5M+3.22%

HY P&L

+196.9M+9.40%

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/A1.8B

86.9%

2Semiconductors36.0M

1.7%

3Internet Retail21.4M

1.0%

Top Industries by Stock Count

1N/A227 stocks

63.6%

2Semiconductors10 stocks

2.8%

3Software - Application7 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS682.2K shares1.79%2026-03-312026-04-22

DLN WISDOMTREE TR1.2M shares4.23%2026-03-312026-04-22

IVV ISHARES TR144.5K shares9.42%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR161.1K shares-8.60%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR545.6K shares32.20%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS1.0M shares-0.88%2026-03-312026-04-22

EMMF WISDOMTREE TR1.9M shares5.57%2026-03-312026-04-22

SPAB SPDR SERIES TRUST2.2M shares3.82%2026-03-312026-04-22

Sponsored

BND VANGUARD BD INDEX FDS739.8K shares3.12%2026-03-312026-04-22

SMTH ALPS ETF TR1.9M shares19.84%2026-03-312026-04-22

IJH ISHARES TR655.7K shares1.45%2026-03-312026-04-22

IJR ISHARES TR343.0K shares20.86%2026-03-312026-04-22

GLD SPDR GOLD TR93.0K shares15.06%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR362.4K shares80.20%2026-03-312026-04-22

IHDG WISDOMTREE TR773.0K shares25.77%2026-03-312026-04-22

UCON FIRST TR EXCHNG TRADED FD VI1.5M shares8.16%2026-03-312026-04-22

Sponsored

USIG ISHARES TR670.3K shares3.34%2026-03-312026-04-22

TLT ISHARES TR392.7K shares31.55%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL67.1K shares-22.97%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR216.9K shares24.56%2026-03-312026-04-22

LMBS FIRST TR EXCHANGE-TRADED FD558.0K shares13.71%2026-03-312026-04-22

SAMT ADVISORS INNER CIRCLE FD III675.2K shares43.95%2026-03-312026-04-22

GOVT ISHARES TR1.1M shares2.00%2026-03-312026-04-22

SDVY FIRST TR EXCHANGE TRADED FD562.6K shares1.61%2026-03-312026-04-22

Sponsored

XLP SELECT SECTOR SPDR TR270.0K shares64.97%2026-03-312026-04-22

XMHQ INVESCO EXCHANGE TRADED FD T206.9K shares-33.49%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR620.7K shares-15.79%2026-03-312026-04-22

BLV VANGUARD BD INDEX FDS292.1K shares-17.23%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR317.6K shares-35.62%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR120.1K shares-59.63%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR169.8K shares10.95%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS202.2K shares-14.08%2026-03-312026-04-22

Sponsored

XLU SELECT SECTOR SPDR TR356.2K shares1.45%2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II136.6K shares-1.34%2026-03-312026-04-22

SPYG SPDR SERIES TRUST152.8K shares-9.18%2026-03-312026-04-22

AMZN AMAZON COM INC68.8K shares81.20%2026-03-312026-04-22

NVDA NVIDIA CORPORATION76.6K shares5.83%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR120.1K shares1.10%2026-03-312026-04-22

RLY SSGA ACTIVE ETF TR349.0K shares-14.75%2026-03-312026-04-22

XLB SELECT SECTOR SPDR TR218.2K shares368.39%2026-03-312026-04-22

Sponsored

QUAL ISHARES TR56.1K shares-6.75%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC181.2K shares-21.03%2026-03-312026-04-22

AAPL APPLE INC40.1K shares1.46%2026-03-312026-04-22

BIL SPDR SERIES TRUST111.1K shares17.13%2026-03-312026-04-22

MTUM ISHARES TR41.3K shares-8.43%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T129.6K shares10.01%2026-03-312026-04-22

SUSL ISHARES TR78.1K sharesnew addition2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS14.8K shares-1.03%2026-03-312026-04-22

Sponsored

MSFT MICROSOFT CORP23.3K shares8.78%2026-03-312026-04-22

SPYV SPDR SERIES TRUST137.1K shares10.29%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO29.1K shares4.76%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS154.5K shares2.04%2026-03-312026-04-22

JD JD.COM INC240.2K shares11.26%2026-03-312026-04-22

SPSM SPDR SERIES TRUST144.3K shares9.06%2026-03-312026-04-22

FLJP FRANKLIN TEMPLETON ETF TR191.2K sharesnew addition2026-03-312026-04-22

SLYV SPDR SERIES TRUST71.6K shares-1.31%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC23.3K shares14.77%2026-03-312026-04-22

DIVO AMPLIFY ETF TR145.5K shares1.76%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR63.0K shares-8.36%2026-03-312026-04-22

KLAC KLA CORP4.1K shares6.03%2026-03-312026-04-22

PICK ISHARES INC105.1K sharesnew addition2026-03-312026-04-22

IGM ISHARES TR49.1K shares-2.02%2026-03-312026-04-22

IEI ISHARES TR48.5K shares-3.88%2026-03-312026-04-22

BROADCOM INC BROADCOM INC18.4K shares12.37%2026-03-312026-04-22

Sponsored

XLF SELECT SECTOR SPDR TR113.2K shares-78.24%2026-03-312026-04-22

BSCQ INVESCO EXCH TRD SLF IDX FD276.8K shares5.62%2026-03-312026-04-22

AGZD WISDOMTREE TR234.1K shares64.92%2026-03-312026-04-22

SPTI SPDR SERIES TRUST181.1K shares1.20%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC42.2K shares10.17%2026-03-312026-04-22

LLY ELI LILLY & CO5.4K shares8.68%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F66.2K shares1060.82%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC41.1K shares-7.13%2026-03-312026-04-22

Sponsored

MPWR MONOLITHIC PWR SYS INC4.5K shares6.86%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS106.5K shares3.61%2026-03-312026-04-22

META META PLATFORMS INC8.4K shares6.46%2026-03-312026-04-22

BSCS INVESCO EXCH TRD SLF IDX FD232.7K shares5.67%2026-03-312026-04-22

NFLX NETFLIX INC.49.0K shares9.40%2026-03-312026-04-22

ABBV ABBVIE INC21.4K shares2.05%2026-03-312026-04-22

BSCR INVESCO EXCH TRD SLF IDX FD236.3K shares3.77%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW35.3K shares1.97%2026-03-312026-04-22

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD247.0K shares4.06%2026-03-312026-04-22

KO COCA COLA CO57.7K shares2.71%2026-03-312026-04-22

IEF ISHARES TR45.9K shares-71.25%2026-03-312026-04-22

GILD GILEAD SCIENCES INC31.2K shares5.20%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC5.1K shares3.79%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC20.8K shares-3.40%2026-03-312026-04-22

CSCO CISCO SYS INC54.5K shares-0.56%2026-03-312026-04-22

MS MORGAN STANLEY25.5K shares2.00%2026-03-312026-04-22

Sponsored

COP CONOCOPHILLIPS31.6K shares-0.73%2026-03-312026-04-22

FTNT FORTINET INC49.9K shares13.03%2026-03-312026-04-22

PEP PEPSICO INC26.0K shares-1.19%2026-03-312026-04-22

SHV ISHARES TR35.7K shares-14.99%2026-03-312026-04-22

CMI CUMMINS INC7.3K shares-0.79%2026-03-312026-04-22

EVRG EVERGY INC47.1K shares-1.58%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC26.3K shares276.71%2026-03-312026-04-22

TSN TYSON FOODS INC59.4K shares-1.76%2026-03-312026-04-22

Sponsored

STIP ISHARES TR36.3K shares-2.30%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP10.7K shares1.21%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP6.1K shares-3.91%2026-03-312026-04-22

DECK DECKERS OUTDOOR CORP36.7K shares10.10%2026-03-312026-04-22

AMGN AMGEN INC10.1K shares-2.45%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP29.7K shares0.56%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC7.6K shares14.67%2026-03-312026-04-22

USMV ISHARES TR37.4K shares-7.30%2026-03-312026-04-22

Sponsored

VGT VANGUARD WORLD FD4.9K shares-11.94%2026-03-312026-04-22

BUFR FIRST TR EXCHNG TRADED FD VI101.4K shares8.74%2026-03-312026-04-22

STT STATE STR CORP26.6K shares0.43%2026-03-312026-04-22

UNP UNION PAC CORP13.8K shares4.63%2026-03-312026-04-22

CHRW C H ROBINSON WORLDWIDE IN20.1K shares-5.38%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC38.5K shares1.98%2026-03-312026-04-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC28.7K shares-1.09%2026-03-312026-04-22

TXN TEXAS INSTRS INC16.8K shares-1.80%2026-03-312026-04-22

Sponsored

WTRG ESSENTIAL UTILS INC81.1K shares0.68%2026-03-312026-04-22

ITA ISHARES TR14.9K shares2.53%2026-03-312026-04-22

EAGG ISHARES TR68.5K shares8.46%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T5.0K shares-3.42%2026-03-312026-04-22

VEEV VEEVA SYS INC18.5K shares9.10%2026-03-312026-04-22

QCOM QUALCOMM INC24.3K shares2.13%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP38.4K shares1.78%2026-03-312026-04-22

VLUE ISHARES TR21.8K shares-10.72%2026-03-312026-04-22

Sponsored

CINF CINCINNATI FINL CORP19.6K shares1.77%2026-03-312026-04-22

ADBE ADOBE INC12.5K shares19.44%2026-03-312026-04-22

BFOR ALPS ETF TR36.1K shares1.41%2026-03-312026-04-22

MCHP MICROCHIP TECHNOLOGY INC.45.9K shares-0.90%2026-03-312026-04-22

RODM LATTICE STRATEGIES TR74.9K shares-9.35%2026-03-312026-04-22

PODD INSULET CORP13.8K shares10.94%2026-03-312026-04-22

BKGI BNY MELLON ETF TRUST64.9K shares72.33%2026-03-312026-04-22

APP APPLOVIN CORP7.2K shares18.60%2026-03-312026-04-22

Sponsored

MET METLIFE INC39.6K shares2.92%2026-03-312026-04-22

PAYX PAYCHEX INC30.1K shares17.99%2026-03-312026-04-22

LULU LULULEMON ATHLETICA INC18.1K shares12.15%2026-03-312026-04-22

DDWM WISDOMTREE TR62.3K shares67.17%2026-03-312026-04-22

CRDO CREDO TECHNOLOGY GROUP HOLDI28.5K shares5.71%2026-03-312026-04-22

USVM VICTORY PORTFOLIOS II26.9K shares-9.53%2026-03-312026-04-22

SPIB SPDR SERIES TRUST73.5K shares-34.77%2026-03-312026-04-22

AGG ISHARES TR23.3K shares12.90%2026-03-312026-04-22

Sponsored

AVEM AMERICAN CENTY ETF TR28.3K shares-9.50%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO7.5K shares6.00%2026-03-312026-04-22

IWF ISHARES TR5.1K shares-11.99%2026-03-312026-04-22

MBB ISHARES TR22.7K shares4.11%2026-03-312026-04-22

QGRO AMERICAN CENTY ETF TR19.9K sharesnew addition2026-03-312026-04-22

JPME J P MORGAN EXCHANGE TRADED F18.0K shares-9.17%2026-03-312026-04-22

VUG VANGUARD INDEX FDS4.7K shares2.69%2026-03-312026-04-22

IGV ISHARES TR24.4K shares489.07%2026-03-312026-04-22

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.1K shares0.41%2026-03-312026-04-22

XOM EXXON MOBIL CORP11.3K shares4.67%2026-03-312026-04-22

TSLA TESLA INC5.0K shares0.40%2026-03-312026-04-22

IQLT ISHARES TR39.8K shares-7.82%2026-03-312026-04-22

VT VANGUARD INTL EQUITY INDEX F13.3K shares7.40%2026-03-312026-04-22

AGGY WISDOMTREE TR42.1K shares-47.41%2026-03-312026-04-22

SKOR FLEXSHARES TR37.3K shares-4.41%2026-03-312026-04-22

COWZ PACER FDS TR28.7K shares-1.90%2026-03-312026-04-22

Sponsored

ANGL VANECK ETF TRUST62.3K shares-4.25%2026-03-312026-04-22

COIN COINBASE GLOBAL INC10.2K shares539.70%2026-03-312026-04-22

SPTM SPDR SERIES TRUST22.1K shares2.77%2026-03-312026-04-22

MUC BLACKROCK MUNIHLDNGS CALI167.6K sharesnew addition2026-03-312026-04-22

IVE ISHARES TR8.2K shares1.71%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS11.6K shares3.76%2026-03-312026-04-22

SLYG SPDR SERIES TRUST17.4K shares69.63%2026-03-312026-04-22

PJP INVESCO EXCHANGE TRADED FD T16.0K shares0.03%2026-03-312026-04-22

Sponsored

ESGD ISHARES TR17.1K shares8.00%2026-03-312026-04-22

VBR VANGUARD INDEX FDS7.4K shares12.20%2026-03-312026-04-22

HD HOME DEPOT INC4.5K shares5.91%2026-03-312026-04-22

IUSG ISHARES TR9.5K shares-1.24%2026-03-312026-04-22

LVHI LEGG MASON ETF INVT35.4K shares-0.70%2026-03-312026-04-22

SMH VANECK ETF TRUST3.7K shares0.00%2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II18.8K shares-52.23%2026-03-312026-04-22

VSMV VICTORY PORTFOLIOS II23.2K shares-1.19%2026-03-312026-04-22

Sponsored

XJH ISHARES TR28.7K shares8.81%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS11.6K shares18.30%2026-03-312026-04-22

IEFA ISHARES TR13.8K shares6.83%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON5.1K shares-4.51%2026-03-312026-04-22

VONV VANGUARD SCOTTSDALE FDS13.1K shares26.34%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS24.0K shares2.82%2026-03-312026-04-22

MPLX MPLX LP20.8K shares-1.19%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F21.8K shares16.99%2026-03-312026-04-22

Sponsored

MDYG SPDR SERIES TRUST12.3K shares-6.47%2026-03-312026-04-22

INFL LISTED FDS TR22.5K shares-0.66%2026-03-312026-04-22

ESGE ISHARES INC25.6K shares1.92%2026-03-312026-04-22

SUSC ISHARES TR49.8K shares7.56%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION1.1K shares3.93%2026-03-312026-04-22

HYG ISHARES TR14.2K shares0.61%2026-03-312026-04-22

ESML ISHARES TR23.7K shares8.02%2026-03-312026-04-22

SPSB SPDR SERIES TRUST36.2K shares-50.27%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC3.8K shares3.84%2026-03-312026-04-22

CGMS CAPITAL GRP FIXED INCM ETF T39.5K shares-11.50%2026-03-312026-04-22

V VISA INC3.6K shares10.76%2026-03-312026-04-22

IEMG ISHARES INC15.0K shares-4.60%2026-03-312026-04-22

CVX CHEVRON CORPORATION4.6K shares-2.26%2026-03-312026-04-22

PG PROCTER & GAMBLE CO6.6K shares5.34%2026-03-312026-04-22

SPMD SPDR SERIES TRUST16.0K shares1.74%2026-03-312026-04-22

DBMF LITMAN GREGORY FDS TR31.4K shares24.42%2026-03-312026-04-22

Sponsored

DE DEERE & CO1.7K shares-0.06%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC5.7K shares-11.44%2026-03-312026-04-22

YEAR AB ACTIVE ETFS INC18.4K shares-2.88%2026-03-312026-04-22

WMT WALMART INC7.4K shares-1.15%2026-03-312026-04-22

SPYD SPDR SERIES TRUST20.1K shares6.14%2026-03-312026-04-22

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II33.5K sharesnew addition2026-03-312026-04-22

SHY ISHARES TR11.0K shares315.51%2026-03-312026-04-22

SPMB SPDR SERIES TRUST40.1K shares-49.12%2026-03-312026-04-22

Sponsored

EFA ISHARES TR9.1K shares-53.78%2026-03-312026-04-22

MCD MCDONALDS CORP2.8K shares5.27%2026-03-312026-04-22

PBTP INVESCO EXCH TRADED FD TR II33.5K shares10.04%2026-03-312026-04-22

QYLD GLOBAL X FDS50.7K shares36.22%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS4.0K shares-0.68%2026-03-312026-04-22

IIGD INVESCO EXCH TRD SLF IDX FD33.1K shares14.52%2026-03-312026-04-22

TBIL RBB FD INC16.2K shares5.62%2026-03-312026-04-22

RYLD GLOBAL X FDS52.9K shares24.14%2026-03-312026-04-22

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T10.3K shares23.44%2026-03-312026-04-22

IWM ISHARES TR3.2K shares-18.77%2026-03-312026-04-22

PULS PGIM ETF TR15.8K shares-3.40%2026-03-312026-04-22

ALPS ETF TR ALPS ETF TR14.4K shares0.00%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS9.1K shares9.58%2026-03-312026-04-22

THLV THOR FINL TECHNOLOGIES TR23.4K shares-24.75%2026-03-312026-04-22

SPYM SPDR SERIES TRUST9.6K shares-0.50%2026-03-312026-04-22

VTV VANGUARD INDEX FDS3.7K shares20.25%2026-03-312026-04-22

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ALAB ASTERA LABS INC6.6K shares23.34%2026-03-312026-04-22

TOTL SSGA ACTIVE ETF TR18.1K shares0.02%2026-03-312026-04-22

SPTS SPDR SERIES TRUST24.6K shares-25.68%2026-03-312026-04-22

BAC BANK AMERICA CORP14.5K shares8.88%2026-03-312026-04-22

LQDH ISHARES U S ETF TR7.4K shares-2.58%2026-03-312026-04-22

WMB WILLIAMS COS INC9.2K shares2.03%2026-03-312026-04-22

ESGU ISHARES TR4.7K shares-92.52%2026-03-312026-04-22

NIO NIO INC110.1K shares9.28%2026-03-312026-04-22

Sponsored

ELD WISDOMTREE TR23.8K sharesnew addition2026-03-312026-04-22

AOA ISHARES TR7.3K shares-4.44%2026-03-312026-04-22

T AT&T INC22.3K shares-4.71%2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW2.0K shares1.14%2026-03-312026-04-22

GWX SPDR INDEX SHS FDS14.9K shares-1.09%2026-03-312026-04-22

ZAP GLOBAL X FDS19.1K shares31.09%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE14.1K shares-10.19%2026-03-312026-04-22

SCHI SCHWAB STRATEGIC TR26.1K shares62.40%2026-03-312026-04-22

Sponsored

VBK VANGUARD INDEX FDS1.9K shares2.69%2026-03-312026-04-22

IVW ISHARES TR5.2K shares24.83%2026-03-312026-04-22

LCTU BLACKROCK ETF TRUST8.3K shares11.30%2026-03-312026-04-22

AOR ISHARES TR9.0K shares-14.16%2026-03-312026-04-22

ORCL ORACLE CORP3.9K shares12.09%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-11.29%2026-03-312026-04-22

FNDE SCHWAB STRATEGIC TR15.0K shares76.50%2026-03-312026-04-22

AAOI APPLIED OPTOELECTRONICS INC6.8K shares0.00%2026-03-312026-04-22

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.4K shares32.24%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC1.4K shares-0.15%2026-03-312026-04-22

DVY ISHARES TR3.7K shares0.00%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS7.1K shares0.00%2026-03-312026-04-22

EFV ISHARES TR7.4K shares43.05%2026-03-312026-04-22

MCK MCKESSON CORP636 shares2.09%2026-03-312026-04-22

RTX RTX CORPORATION2.8K shares-2.70%2026-03-312026-04-22

MO ALTRIA GROUP INC8.3K shares0.70%2026-03-312026-04-22

Sponsored

FNDX SCHWAB STRATEGIC TR19.7K shares46.07%2026-03-312026-04-22

ABT ABBOTT LABORATORIES5.3K shares8.73%2026-03-312026-04-22

XLG INVESCO EXCHANGE TRADED FD T9.9K shares0.07%2026-03-312026-04-22

DGRW WISDOMTREE TR6.1K shares11.64%2026-03-312026-04-22

CAT CATERPILLAR INC744 shares-4.37%2026-03-312026-04-22

CGGR CAPITAL GROUP GROWTH ETF13.0K shares-4.75%2026-03-312026-04-22

STRV EA SERIES TRUST12.3K shares0.11%2026-03-312026-04-22

VLO VALERO ENERGY CORP2.1K shares0.05%2026-03-312026-04-22

Sponsored

BLACKROCK INC BLACKROCK INC526 shares11.44%2026-03-312026-04-22

CRM SALESFORCE INC2.7K shares39.44%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC1.5K shares-11.81%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC9.9K shares4.64%2026-03-312026-04-22

VOT VANGUARD INDEX FDS1.9K shares-8.93%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO1.6K shares-1.84%2026-03-312026-04-22

SLV ISHARES SILVER TR7.0K shares5.68%2026-03-312026-04-22

DIS DISNEY WALT CO4.9K shares37.45%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED945 shares9.38%2026-03-312026-04-22

PAVE GLOBAL X FDS9.1K shares18.74%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR15.8K shares34.99%2026-03-312026-04-22

BA BOEING CO2.3K shares21.06%2026-03-312026-04-22

ETR ENTERGY CORP NEW4.0K shares-0.15%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP1.6K shares-4.11%2026-03-312026-04-22

KRE SPDR SERIES TRUST6.7K shares-94.13%2026-03-312026-04-22

MPC MARATHON PETE CORP1.8K shares-0.34%2026-03-312026-04-22

Sponsored

TRGP TARGA RES CORP1.7K shares-1.20%2026-03-312026-04-22

IWS ISHARES TR2.9K shares-5.98%2026-03-312026-04-22

TJX TJX COS INC NEW2.6K shares-1.27%2026-03-312026-04-22

USB US BANCORP8.1K shares-4.82%2026-03-312026-04-22

HON HONEYWELL INTL INC1.8K shares14.29%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS5.3K shares0.66%2026-03-312026-04-22

CGUS CAPITAL GROUP CORE EQUITY ET10.6K shares-2.89%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS8.2K shares-0.84%2026-03-312026-04-22

Sponsored

ULST SSGA ACTIVE ETF TR10.1K shares4.13%2026-03-312026-04-22

CALF PACER FDS TR9.1K shares-7.25%2026-03-312026-04-22

CAH CARDINAL HEALTH INC1.9K shares-1.34%2026-03-312026-04-22

STXG EA SERIES TRUST8.6K shares0.11%2026-03-312026-04-22

ACWV ISHARES INC3.3K shares40.26%2026-03-312026-04-22

LOW LOWES COS INC1.7K shares-0.53%2026-03-312026-04-22

SO SOUTHERN CO3.9K shares-0.76%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS4.7K shares23.97%2026-03-312026-04-22

Sponsored

DXCM DEXCOM INC5.9K shares-11.90%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.0K shares0.00%2026-03-312026-04-22

CMF ISHARES TR6.3K shares0.00%2026-03-312026-04-22

DSI ISHARES TR2.9K shares6.17%2026-03-312026-04-22

IWP ISHARES TR2.7K shares-3.34%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC973 sharesnew addition2026-03-312026-04-22

WFC WELLS FARGO & CO4.3K shares28.84%2026-03-312026-04-22

OKE ONEOK INC NEW3.8K shares-0.31%2026-03-312026-04-22

Sponsored

RWR SPDR SERIES TRUST3.4K shares-0.87%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO5.7K shares-4.43%2026-03-312026-04-22

KR KROGER CO4.7K shares-4.11%2026-03-312026-04-22

MOAT VANECK ETF TRUST3.5K shares-14.09%2026-03-312026-04-22

PWR QUANTA SVCS INC617 shares-0.32%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC2.1K shares0.82%2026-03-312026-04-22

CGCB CAPITAL GRP FIXED INCM ETF T12.7K shares0.02%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC1.2K shares50.74%2026-03-312026-04-22

Sponsored

IUSB ISHARES TR7.1K shares2.47%2026-03-312026-04-22

CGXU CAPITAL GROUP INTL FOCUS EQT11.1K shares-2.85%2026-03-312026-04-22

COHERENT CORP COHERENT CORP1.4K shares0.00%2026-03-312026-04-22

SRE SEMPRA3.2K shares-7.66%2026-03-312026-04-22

SPTL SPDR SERIES TRUST11.7K shares9.88%2026-03-312026-04-22

STXT EA SERIES TRUST15.4K shares16.30%2026-03-312026-04-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD18.3K sharesnew addition2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.3K shares2.88%2026-03-312026-04-22

Sponsored

BUXX EA SERIES TRUST14.9K shares17.29%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC3.0K shares33.45%2026-03-312026-04-22

IQDG WISDOMTREE TR7.4K shares-17.01%2026-03-312026-04-22

CGCP CAPITAL GRP FIXED INCM ETF T13.4K shares0.00%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC1.0K shares3.25%2026-03-312026-04-22

EFSC ENTERPRISE FINL SVCS CORP5.5K shares0.00%2026-03-312026-04-22

LINDE PLC LINDE PLC596 shares-3.09%2026-03-312026-04-22

IWD ISHARES TR1.4K shares13.91%2026-03-312026-04-22

Sponsored

USXF ISHARES TR5.3K shares19.58%2026-03-312026-04-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.4K shares-0.07%2026-03-312026-04-22

VOE VANGUARD INDEX FDS1.6K shares18.56%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares87.24%2026-03-312026-04-22

IMCG ISHARES TR3.7K shares-18.63%2026-03-312026-04-22

FNF FIDELITY NATL FINL INC6.2K shares-0.06%2026-03-312026-04-22

GLW CORNING INC2.1K shares-51.12%2026-03-312026-04-22

AVY AVERY DENNISON CORP1.6K shares10.45%2026-03-312026-04-22

Sponsored

WM WASTE MGMT INC DEL1.2K shares-0.16%2026-03-312026-04-22

DHR DANAHER CORP DEL1.5K shares0.55%2026-03-312026-04-22

IYE ISHARES TR4.2K sharesnew addition2026-03-312026-04-22

CGMM CAPITAL GROUP EQUITY ETF TR9.3K sharesnew addition2026-03-312026-04-22

FEZ SPDR INDEX SHS FDS4.4K shares0.00%2026-03-312026-04-22

STOT SSGA ACTIVE TR5.7K shares6.69%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC2.1K shares-6.36%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.7K sharesnew addition2026-03-312026-04-22

Sponsored

DES WISDOMTREE TR7.5K shares0.00%2026-03-312026-04-22

IUSV ISHARES TR2.6K shares14.94%2026-03-312026-04-22

CB CHUBB LTD SWITZ807 shares-0.62%2026-03-312026-04-22

DRLL EA SERIES TRUST6.6K sharesnew addition2026-03-312026-04-22

GLTR ABRDN PRECIOUS METALS BASKET1.2K shares11.54%2026-03-312026-04-22

XMLV INVESCO EXCH TRADED FD TR II4.1K shares0.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD939 shares-4.67%2026-03-312026-04-22

MGK VANGUARD WORLD FD690 shares-6.12%2026-03-312026-04-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC749 shares-21.73%2026-03-312026-04-22

IYF ISHARES TR2.1K sharesnew addition2026-03-312026-04-22

JPIN J P MORGAN EXCHANGE TRADED F3.5K shares-21.53%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC2.2K shares-8.65%2026-03-312026-04-22

CENCORA INC CENCORA INC776 shares-4.08%2026-03-312026-04-22

RZG INVESCO EXCHANGE TRADED FD T4.3K shares0.00%2026-03-312026-04-22

SHOP SHOPIFY INC2.0K shares-0.59%2026-03-312026-04-22

SDY SPDR SERIES TRUST1.6K shares1.69%2026-03-312026-04-22

Sponsored

PSH PGIM ETF TR4.8K shares0.00%2026-03-312026-04-22

SPGP INVESCO EXCHANGE TRADED FD T2.2K shares-1.31%2026-03-312026-04-22

EWJ ISHARES INC2.8K shares8.61%2026-03-312026-04-22

ALTL PACER FDS TR5.3K shares-27.82%2026-03-312026-04-22

XLRE SELECT SECTOR SPDR TR5.6K shares-3.86%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR2.6K shares-12.23%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR7.4K sharesnew addition2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC2.5K shares0.90%2026-03-312026-04-22

Sponsored

FLRN SPDR SERIES TRUST7.3K shares0.00%2026-03-312026-04-22

IGBH ISHARES U S ETF TR9.2K shares-21.37%2026-03-312026-04-22

IGIB ISHARES TR4.2K shares0.00%2026-03-312026-04-22

FTWO EA SERIES TRUST4.9K shares-15.03%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS2.3K sharesnew addition2026-03-312026-04-22

NKE NIKE INC4.1K shares15.75%2026-03-312026-04-22

RDDT REDDIT INC1.6K sharesnew addition2026-03-312026-04-22

FIXT TCW ETF TRUST5.7K shares0.09%2026-03-312026-04-22

Sponsored

ITOT ISHARES TR1.5K shares-7.52%2026-03-312026-04-22

SHAG WISDOMTREE TR4.5K shares-0.33%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST5.5K shares0.00%2026-03-312026-04-22

MMM 3M CO1.5K shares-0.14%2026-03-312026-04-22

NLR VANECK ETF TRUST1.6K sharesnew addition2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD4.4K shares-24.65%2026-03-312026-04-22

VO VANGUARD INDEX FDS724 shares0.00%2026-03-312026-04-22

RSG REPUBLIC SVCS INC944 shares-0.11%2026-03-312026-04-22

Sponsored

XYLD GLOBAL X FDS5.3K shares-29.24%2026-03-312026-04-22

CTVA CORTEVA INC2.5K sharesnew addition2026-03-312026-04-22

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-04-22

BE BLOOM ENERGY CORP1.5K sharesnew addition2026-03-312026-04-22

SMB VANECK ETF TRUST11.6K shares0.00%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC2.8K shares-20.46%2026-03-312026-04-22

RBBN RIBBON COMMUNICATIONS INC15.4K shares-76.50%2026-03-312026-04-22

HUMA HUMACYTE INC37.8K shares-31.02%2026-03-312026-04-22

Sponsored

DHY CREDIT SUISSE HIGH YIELD CRE11.3K shares0.00%2026-03-312026-04-22

VTI

VANGUARD INDEX FDS

1.79%

Shares682.2K

Event2026-03-31

Filed2026-04-22

DLN

WISDOMTREE TR

4.23%

Shares1.2M

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

9.42%

Shares144.5K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-8.60%

Shares161.1K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

32.20%

Shares545.6K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

-0.88%

Shares1.0M

Event2026-03-31

Filed2026-04-22

EMMF

WISDOMTREE TR

5.57%

Shares1.9M

Event2026-03-31

Filed2026-04-22

SPAB

SPDR SERIES TRUST

3.82%

Shares2.2M

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

3.12%

Shares739.8K

Event2026-03-31

Filed2026-04-22

SMTH

ALPS ETF TR

19.84%

Shares1.9M

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

1.45%

Shares655.7K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

20.86%

Shares343.0K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

15.06%

Shares93.0K

Event2026-03-31

Filed2026-04-22

XLY

SELECT SECTOR SPDR TR

80.20%

Shares362.4K

Event2026-03-31

Filed2026-04-22

IHDG

WISDOMTREE TR

25.77%

Shares773.0K

Event2026-03-31

Filed2026-04-22

UCON

FIRST TR EXCHNG TRADED FD VI

8.16%

Shares1.5M

Event2026-03-31

Filed2026-04-22

USIG

ISHARES TR

3.34%

Shares670.3K

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

31.55%

Shares392.7K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-22.97%

Shares67.1K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

24.56%

Shares216.9K

Event2026-03-31

Filed2026-04-22

LMBS

FIRST TR EXCHANGE-TRADED FD

13.71%

Shares558.0K

Event2026-03-31

Filed2026-04-22

SAMT

ADVISORS INNER CIRCLE FD III

43.95%

Shares675.2K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

2.00%

Shares1.1M

Event2026-03-31

Filed2026-04-22

SDVY

FIRST TR EXCHANGE TRADED FD

1.61%

Shares562.6K

Event2026-03-31

Filed2026-04-22

XLP

SELECT SECTOR SPDR TR

64.97%

Shares270.0K

Event2026-03-31

Filed2026-04-22

XMHQ

INVESCO EXCHANGE TRADED FD T

-33.49%

Shares206.9K

Event2026-03-31

Filed2026-04-22

FNDA

SCHWAB STRATEGIC TR

-15.79%

Shares620.7K

Event2026-03-31

Filed2026-04-22

BLV

VANGUARD BD INDEX FDS

-17.23%

Shares292.1K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-35.62%

Shares317.6K

Event2026-03-31

Filed2026-04-22

XLI

SELECT SECTOR SPDR TR

-59.63%

Shares120.1K

Event2026-03-31

Filed2026-04-22

XLC

SELECT SECTOR SPDR TR

10.95%

Shares169.8K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

-14.08%

Shares202.2K

Event2026-03-31

Filed2026-04-22

XLU

SELECT SECTOR SPDR TR

1.45%

Shares356.2K

Event2026-03-31

Filed2026-04-22

SPMO

INVESCO EXCH TRADED FD TR II

-1.34%

Shares136.6K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

-9.18%

Shares152.8K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

81.20%

Shares68.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

5.83%

Shares76.6K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

1.10%

Shares120.1K

Event2026-03-31

Filed2026-04-22

RLY

SSGA ACTIVE ETF TR

-14.75%

Shares349.0K

Event2026-03-31

Filed2026-04-22

XLB

SELECT SECTOR SPDR TR

368.39%

Shares218.2K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

-6.75%

Shares56.1K

Event2026-03-31

Filed2026-04-22

FCX

FREEPORT MCMORAN INC

-21.03%

Shares181.2K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

1.46%

Shares40.1K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

17.13%

Shares111.1K

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

-8.43%

Shares41.3K

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

10.01%

Shares129.6K

Event2026-03-31

Filed2026-04-22

SUSL

ISHARES TR

New

Shares78.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-1.03%

Shares14.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

8.78%

Shares23.3K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

10.29%

Shares137.1K

Event2026-03-31

Filed2026-04-22

VRT

VERTIV HOLDINGS CO

4.76%

Shares29.1K

Event2026-03-31

Filed2026-04-22

SPEM

SPDR INDEX SHS FDS

2.04%

Shares154.5K

Event2026-03-31

Filed2026-04-22

JD.COM INC

11.26%

Shares240.2K

Event2026-03-31

Filed2026-04-22

SPSM

SPDR SERIES TRUST

9.06%

Shares144.3K

Event2026-03-31

Filed2026-04-22

FLJP

FRANKLIN TEMPLETON ETF TR

New

Shares191.2K

Event2026-03-31

Filed2026-04-22

SLYV

SPDR SERIES TRUST

-1.31%

Shares71.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

14.77%

Shares23.3K

Event2026-03-31

Filed2026-04-22

DIVO

AMPLIFY ETF TR

1.76%

Shares145.5K

Event2026-03-31

Filed2026-04-22

AVDV

AMERICAN CENTY ETF TR

-8.36%

Shares63.0K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

6.03%

Shares4.1K

Event2026-03-31

Filed2026-04-22

PICK

ISHARES INC

New

Shares105.1K

Event2026-03-31

Filed2026-04-22

IGM

ISHARES TR

-2.02%

Shares49.1K

Event2026-03-31

Filed2026-04-22

IEI

ISHARES TR

-3.88%

Shares48.5K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

12.37%

Shares18.4K

Event2026-03-31

Filed2026-04-22

XLF

SELECT SECTOR SPDR TR

-78.24%

Shares113.2K

Event2026-03-31

Filed2026-04-22

BSCQ

INVESCO EXCH TRD SLF IDX FD

5.62%

Shares276.8K

Event2026-03-31

Filed2026-04-22

AGZD

WISDOMTREE TR

64.92%

Shares234.1K

Event2026-03-31

Filed2026-04-22

SPTI

SPDR SERIES TRUST

1.20%

Shares181.1K

Event2026-03-31

Filed2026-04-22

ARISTA NETWORKS INC

10.17%

Shares42.2K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

8.68%

Shares5.4K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

1060.82%

Shares66.2K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-7.13%

Shares41.1K

Event2026-03-31

Filed2026-04-22

MPWR

MONOLITHIC PWR SYS INC

6.86%

Shares4.5K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

3.61%

Shares106.5K

Event2026-03-31

Filed2026-04-22

META

META PLATFORMS INC

6.46%

Shares8.4K

Event2026-03-31

Filed2026-04-22

BSCS

INVESCO EXCH TRD SLF IDX FD

5.67%

Shares232.7K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

9.40%

Shares49.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

2.05%

Shares21.4K

Event2026-03-31

Filed2026-04-22

BSCR

INVESCO EXCH TRD SLF IDX FD

3.77%

Shares236.3K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

1.97%

Shares35.3K

Event2026-03-31

Filed2026-04-22

BSCT

INVESCO EXCH TRD SLF IDX FD

4.06%

Shares247.0K

Event2026-03-31

Filed2026-04-22

COCA COLA CO

2.71%

Shares57.7K

Event2026-03-31

Filed2026-04-22

IEF

ISHARES TR

-71.25%

Shares45.9K

Event2026-03-31

Filed2026-04-22

GILD

GILEAD SCIENCES INC

5.20%

Shares31.2K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

3.79%

Shares5.1K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

-3.40%

Shares20.8K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-0.56%

Shares54.5K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

2.00%

Shares25.5K

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

-0.73%

Shares31.6K

Event2026-03-31

Filed2026-04-22

FTNT

FORTINET INC

13.03%

Shares49.9K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-1.19%

Shares26.0K

Event2026-03-31

Filed2026-04-22

SHV

ISHARES TR

-14.99%

Shares35.7K

Event2026-03-31

Filed2026-04-22

CMI

CUMMINS INC

-0.79%

Shares7.3K

Event2026-03-31

Filed2026-04-22

EVRG

EVERGY INC

-1.58%

Shares47.1K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

276.71%

Shares26.3K

Event2026-03-31

Filed2026-04-22

TSN

TYSON FOODS INC

-1.76%

Shares59.4K

Event2026-03-31

Filed2026-04-22

STIP

ISHARES TR

-2.30%

Shares36.3K

Event2026-03-31

Filed2026-04-22

GENERAL DYNAMICS CORP

1.21%

Shares10.7K

Event2026-03-31

Filed2026-04-22

LMT

LOCKHEED MARTIN CORP

-3.91%

Shares6.1K

Event2026-03-31

Filed2026-04-22

DECK

DECKERS OUTDOOR CORP

10.10%

Shares36.7K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

-2.45%

Shares10.1K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

0.56%

Shares29.7K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

14.67%

Shares7.6K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

-7.30%

Shares37.4K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

-11.94%

Shares4.9K

Event2026-03-31

Filed2026-04-22

BUFR

FIRST TR EXCHNG TRADED FD VI

8.74%

Shares101.4K

Event2026-03-31

Filed2026-04-22

STT

STATE STR CORP

0.43%

Shares26.6K

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

4.63%

Shares13.8K

Event2026-03-31

Filed2026-04-22

CHRW

C H ROBINSON WORLDWIDE IN

-5.38%

Shares20.1K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

1.98%

Shares38.5K

Event2026-03-31

Filed2026-04-22

WEC ENERGY GROUP INC

-1.09%

Shares28.7K

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

-1.80%

Shares16.8K

Event2026-03-31

Filed2026-04-22

WTRG

ESSENTIAL UTILS INC

0.68%

Shares81.1K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

2.53%

Shares14.9K

Event2026-03-31

Filed2026-04-22

EAGG

ISHARES TR

8.46%

Shares68.5K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-3.42%

Shares5.0K

Event2026-03-31

Filed2026-04-22

VEEV

VEEVA SYS INC

9.10%

Shares18.5K

Event2026-03-31

Filed2026-04-22

QCOM

QUALCOMM INC

2.13%

Shares24.3K

Event2026-03-31

Filed2026-04-22

PEG

PUBLIC SVC ENTERPRISE GROUP

1.78%

Shares38.4K

Event2026-03-31

Filed2026-04-22

VLUE

ISHARES TR

-10.72%

Shares21.8K

Event2026-03-31

Filed2026-04-22

CINF

CINCINNATI FINL CORP

1.77%

Shares19.6K

Event2026-03-31

Filed2026-04-22

ADBE

ADOBE INC

19.44%

Shares12.5K

Event2026-03-31

Filed2026-04-22

BFOR

ALPS ETF TR

1.41%

Shares36.1K

Event2026-03-31

Filed2026-04-22

MCHP

MICROCHIP TECHNOLOGY INC.

-0.90%

Shares45.9K

Event2026-03-31

Filed2026-04-22

RODM

LATTICE STRATEGIES TR

-9.35%

Shares74.9K

Event2026-03-31

Filed2026-04-22

PODD

INSULET CORP

10.94%

Shares13.8K

Event2026-03-31

Filed2026-04-22

BKGI

BNY MELLON ETF TRUST

72.33%

Shares64.9K

Event2026-03-31

Filed2026-04-22

APP

APPLOVIN CORP

18.60%

Shares7.2K

Event2026-03-31

Filed2026-04-22

MET

METLIFE INC

2.92%

Shares39.6K

Event2026-03-31

Filed2026-04-22

PAYX

PAYCHEX INC

17.99%

Shares30.1K

Event2026-03-31

Filed2026-04-22

LULU

LULULEMON ATHLETICA INC

12.15%

Shares18.1K

Event2026-03-31

Filed2026-04-22

DDWM

WISDOMTREE TR

67.17%

Shares62.3K

Event2026-03-31

Filed2026-04-22

CRDO

CREDO TECHNOLOGY GROUP HOLDI

5.71%

Shares28.5K

Event2026-03-31

Filed2026-04-22

USVM

VICTORY PORTFOLIOS II

-9.53%

Shares26.9K

Event2026-03-31

Filed2026-04-22

SPIB

SPDR SERIES TRUST

-34.77%

Shares73.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

12.90%

Shares23.3K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

-9.50%

Shares28.3K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

6.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

-11.99%

Shares5.1K

Event2026-03-31

Filed2026-04-22

MBB

ISHARES TR

4.11%

Shares22.7K

Event2026-03-31

Filed2026-04-22

QGRO

AMERICAN CENTY ETF TR

New

Shares19.9K

Event2026-03-31

Filed2026-04-22

JPME

J P MORGAN EXCHANGE TRADED F

-9.17%

Shares18.0K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

2.69%

Shares4.7K

Event2026-03-31

Filed2026-04-22

IGV

ISHARES TR

489.07%

Shares24.4K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.41%

Shares10.1K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

4.67%

Shares11.3K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.40%

Shares5.0K

Event2026-03-31

Filed2026-04-22

IQLT

ISHARES TR

-7.82%

Shares39.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INTL EQUITY INDEX F

7.40%

Shares13.3K

Event2026-03-31

Filed2026-04-22

AGGY

WISDOMTREE TR

-47.41%

Shares42.1K

Event2026-03-31

Filed2026-04-22

SKOR

FLEXSHARES TR

-4.41%

Shares37.3K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

-1.90%

Shares28.7K

Event2026-03-31

Filed2026-04-22

ANGL

VANECK ETF TRUST

-4.25%

Shares62.3K

Event2026-03-31

Filed2026-04-22

COIN

COINBASE GLOBAL INC

539.70%

Shares10.2K

Event2026-03-31

Filed2026-04-22

SPTM

SPDR SERIES TRUST

2.77%

Shares22.1K

Event2026-03-31

Filed2026-04-22

MUC

BLACKROCK MUNIHLDNGS CALI

New

Shares167.6K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

1.71%

Shares8.2K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

3.76%

Shares11.6K

Event2026-03-31

Filed2026-04-22

SLYG

SPDR SERIES TRUST

69.63%

Shares17.4K

Event2026-03-31

Filed2026-04-22

PJP

INVESCO EXCHANGE TRADED FD T

0.03%

Shares16.0K

Event2026-03-31

Filed2026-04-22

ESGD

ISHARES TR

8.00%

Shares17.1K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

12.20%

Shares7.4K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

5.91%

Shares4.5K

Event2026-03-31

Filed2026-04-22

IUSG

ISHARES TR

-1.24%

Shares9.5K

Event2026-03-31

Filed2026-04-22

LVHI

LEGG MASON ETF INVT

-0.70%

Shares35.4K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

-52.23%

Shares18.8K

Event2026-03-31

Filed2026-04-22

VSMV

VICTORY PORTFOLIOS II

-1.19%

Shares23.2K

Event2026-03-31

Filed2026-04-22

XJH

ISHARES TR

8.81%

Shares28.7K

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

18.30%

Shares11.6K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

6.83%

Shares13.8K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-4.51%

Shares5.1K

Event2026-03-31

Filed2026-04-22

VONV

VANGUARD SCOTTSDALE FDS

26.34%

Shares13.1K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

2.82%

Shares24.0K

Event2026-03-31

Filed2026-04-22

MPLX

MPLX LP

-1.19%

Shares20.8K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

16.99%

Shares21.8K

Event2026-03-31

Filed2026-04-22

MDYG

SPDR SERIES TRUST

-6.47%

Shares12.3K

Event2026-03-31

Filed2026-04-22

INFL

LISTED FDS TR

-0.66%

Shares22.5K

Event2026-03-31

Filed2026-04-22

ESGE

ISHARES INC

1.92%

Shares25.6K

Event2026-03-31

Filed2026-04-22

SUSC

ISHARES TR

7.56%

Shares49.8K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

3.93%

Shares1.1K

Event2026-03-31

Filed2026-04-22

HYG

ISHARES TR

0.61%

Shares14.2K

Event2026-03-31

Filed2026-04-22

ESML

ISHARES TR

8.02%

Shares23.7K

Event2026-03-31

Filed2026-04-22

SPSB

SPDR SERIES TRUST

-50.27%

Shares36.2K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

3.84%

Shares3.8K

Event2026-03-31

Filed2026-04-22

CGMS

CAPITAL GRP FIXED INCM ETF T

-11.50%

Shares39.5K

Event2026-03-31

Filed2026-04-22

VISA INC

10.76%

Shares3.6K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

-4.60%

Shares15.0K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

-2.26%

Shares4.6K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

5.34%

Shares6.6K

Event2026-03-31

Filed2026-04-22

SPMD

SPDR SERIES TRUST

1.74%

Shares16.0K

Event2026-03-31

Filed2026-04-22

DBMF

LITMAN GREGORY FDS TR

24.42%

Shares31.4K

Event2026-03-31

Filed2026-04-22

DEERE & CO

-0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

-11.44%

Shares5.7K

Event2026-03-31

Filed2026-04-22

YEAR

AB ACTIVE ETFS INC

-2.88%

Shares18.4K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

-1.15%

Shares7.4K

Event2026-03-31

Filed2026-04-22

SPYD

SPDR SERIES TRUST

6.14%

Shares20.1K

Event2026-03-31

Filed2026-04-22

BNY MELLON ETF TRUST II

New

Shares33.5K

Event2026-03-31

Filed2026-04-22

SHY

ISHARES TR

315.51%

Shares11.0K

Event2026-03-31

Filed2026-04-22

SPMB

SPDR SERIES TRUST

-49.12%

Shares40.1K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

-53.78%

Shares9.1K

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

5.27%

Shares2.8K

Event2026-03-31

Filed2026-04-22

PBTP

INVESCO EXCH TRADED FD TR II

10.04%

Shares33.5K

Event2026-03-31

Filed2026-04-22

QYLD

GLOBAL X FDS

36.22%

Shares50.7K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-0.68%

Shares4.0K

Event2026-03-31

Filed2026-04-22

IIGD

INVESCO EXCH TRD SLF IDX FD

14.52%

Shares33.1K

Event2026-03-31

Filed2026-04-22

TBIL

RBB FD INC

5.62%

Shares16.2K

Event2026-03-31

Filed2026-04-22

RYLD

GLOBAL X FDS

24.14%

Shares52.9K

Event2026-03-31

Filed2026-04-22

XSMO

INVESCO EXCHANGE TRADED FD T

23.44%

Shares10.3K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-18.77%

Shares3.2K

Event2026-03-31

Filed2026-04-22

PULS

PGIM ETF TR

-3.40%

Shares15.8K

Event2026-03-31

Filed2026-04-22

ALPS ETF TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

9.58%

Shares9.1K

Event2026-03-31

Filed2026-04-22

THLV

THOR FINL TECHNOLOGIES TR

-24.75%

Shares23.4K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

-0.50%

Shares9.6K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

20.25%

Shares3.7K

Event2026-03-31

Filed2026-04-22

ALAB

ASTERA LABS INC

23.34%

Shares6.6K

Event2026-03-31

Filed2026-04-22

TOTL

SSGA ACTIVE ETF TR

0.02%

Shares18.1K

Event2026-03-31

Filed2026-04-22

SPTS

SPDR SERIES TRUST

-25.68%

Shares24.6K

Event2026-03-31

Filed2026-04-22

BAC

BANK AMERICA CORP

8.88%

Shares14.5K

Event2026-03-31

Filed2026-04-22

LQDH

ISHARES U S ETF TR

-2.58%

Shares7.4K

Event2026-03-31

Filed2026-04-22

WMB

WILLIAMS COS INC

2.03%

Shares9.2K

Event2026-03-31

Filed2026-04-22

ESGU

ISHARES TR

-92.52%

Shares4.7K

Event2026-03-31

Filed2026-04-22

NIO

NIO INC

9.28%

Shares110.1K

Event2026-03-31

Filed2026-04-22

ELD

WISDOMTREE TR

New

Shares23.8K

Event2026-03-31

Filed2026-04-22

AOA

ISHARES TR

-4.44%

Shares7.3K

Event2026-03-31

Filed2026-04-22

AT&T INC

-4.71%

Shares22.3K

Event2026-03-31

Filed2026-04-22

MAR

MARRIOTT INTL INC NEW

1.14%

Shares2.0K

Event2026-03-31

Filed2026-04-22

GWX

SPDR INDEX SHS FDS

-1.09%

Shares14.9K

Event2026-03-31

Filed2026-04-22

ZAP

GLOBAL X FDS

31.09%

Shares19.1K

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

-10.19%

Shares14.1K

Event2026-03-31

Filed2026-04-22

SCHI

SCHWAB STRATEGIC TR

62.40%

Shares26.1K

Event2026-03-31

Filed2026-04-22

VBK

VANGUARD INDEX FDS

2.69%

Shares1.9K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

24.83%

Shares5.2K

Event2026-03-31

Filed2026-04-22

LCTU

BLACKROCK ETF TRUST

11.30%

Shares8.3K

Event2026-03-31

Filed2026-04-22

AOR

ISHARES TR

-14.16%

Shares9.0K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

12.09%

Shares3.9K

Event2026-03-31

Filed2026-04-22

TMO

THERMO FISHER SCIENTIFIC INC

-11.29%

Shares1.2K

Event2026-03-31

Filed2026-04-22

FNDE

SCHWAB STRATEGIC TR

76.50%

Shares15.0K

Event2026-03-31

Filed2026-04-22

AAOI

APPLIED OPTOELECTRONICS INC

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-22

CRWD

CROWDSTRIKE HLDGS INC

32.24%

Shares1.4K

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

-0.15%

Shares1.4K

Event2026-03-31

Filed2026-04-22

DVY

ISHARES TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

43.05%

Shares7.4K

Event2026-03-31

Filed2026-04-22

MCK

MCKESSON CORP

2.09%

Shares636

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

-2.70%

Shares2.8K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

0.70%

Shares8.3K

Event2026-03-31

Filed2026-04-22

FNDX

SCHWAB STRATEGIC TR

46.07%

Shares19.7K

Event2026-03-31

Filed2026-04-22

ABT

ABBOTT LABORATORIES

8.73%

Shares5.3K

Event2026-03-31

Filed2026-04-22

XLG

INVESCO EXCHANGE TRADED FD T

0.07%

Shares9.9K

Event2026-03-31

Filed2026-04-22

DGRW

WISDOMTREE TR

11.64%

Shares6.1K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-4.37%

Shares744

Event2026-03-31

Filed2026-04-22

CGGR

CAPITAL GROUP GROWTH ETF

-4.75%

Shares13.0K

Event2026-03-31

Filed2026-04-22

STRV

EA SERIES TRUST

0.11%

Shares12.3K

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

11.44%

Shares526

Event2026-03-31

Filed2026-04-22

CRM

SALESFORCE INC

39.44%

Shares2.7K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

-11.81%

Shares1.5K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

4.64%

Shares9.9K

Event2026-03-31

Filed2026-04-22

VOT

VANGUARD INDEX FDS

-8.93%

Shares1.9K

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

-1.84%

Shares1.6K

Event2026-03-31

Filed2026-04-22

SLV

ISHARES SILVER TR

5.68%

Shares7.0K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

37.45%

Shares4.9K

Event2026-03-31

Filed2026-04-22

MASTERCARD INCORPORATED

9.38%

Shares945

Event2026-03-31

Filed2026-04-22

PAVE

GLOBAL X FDS

18.74%

Shares9.1K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

34.99%

Shares15.8K

Event2026-03-31

Filed2026-04-22

BOEING CO

21.06%

Shares2.3K

Event2026-03-31

Filed2026-04-22

ETR

ENTERGY CORP NEW

-0.15%

Shares4.0K

Event2026-03-31

Filed2026-04-22

RCL

ROYAL CARIBBEAN GROUP

-4.11%

Shares1.6K

Event2026-03-31

Filed2026-04-22

KRE

SPDR SERIES TRUST

-94.13%

Shares6.7K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

-0.34%

Shares1.8K

Event2026-03-31

Filed2026-04-22

TRGP

TARGA RES CORP

-1.20%

Shares1.7K

Event2026-03-31

Filed2026-04-22

IWS

ISHARES TR

-5.98%

Shares2.9K

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

-1.27%

Shares2.6K

Event2026-03-31

Filed2026-04-22

USB

US BANCORP

-4.82%

Shares8.1K

Event2026-03-31

Filed2026-04-22

HON

HONEYWELL INTL INC

14.29%

Shares1.8K

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD BD INDEX FDS

0.66%

Shares5.3K

Event2026-03-31

Filed2026-04-22

CGUS

CAPITAL GROUP CORE EQUITY ET

-2.89%

Shares10.6K

Event2026-03-31

Filed2026-04-22

VTIP

VANGUARD MALVERN FDS

-0.84%

Shares8.2K

Event2026-03-31

Filed2026-04-22

ULST

SSGA ACTIVE ETF TR

4.13%

Shares10.1K

Event2026-03-31

Filed2026-04-22

CALF

PACER FDS TR

-7.25%

Shares9.1K

Event2026-03-31

Filed2026-04-22

CAH

CARDINAL HEALTH INC

-1.34%

Shares1.9K

Event2026-03-31

Filed2026-04-22

STXG

EA SERIES TRUST

0.11%

Shares8.6K

Event2026-03-31

Filed2026-04-22

ACWV

ISHARES INC

40.26%

Shares3.3K

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

-0.53%

Shares1.7K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

-0.76%

Shares3.9K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

23.97%

Shares4.7K

Event2026-03-31

Filed2026-04-22

DXCM

DEXCOM INC

-11.90%

Shares5.9K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-22

CMF

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-22

DSI

ISHARES TR

6.17%

Shares2.9K

Event2026-03-31

Filed2026-04-22

IWP

ISHARES TR

-3.34%

Shares2.7K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

New

Shares973

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

28.84%

Shares4.3K

Event2026-03-31

Filed2026-04-22

OKE

ONEOK INC NEW

-0.31%

Shares3.8K

Event2026-03-31

Filed2026-04-22

RWR

SPDR SERIES TRUST

-0.87%

Shares3.4K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

-4.43%

Shares5.7K

Event2026-03-31

Filed2026-04-22

KROGER CO

-4.11%

Shares4.7K

Event2026-03-31

Filed2026-04-22

MOAT

VANECK ETF TRUST

-14.09%

Shares3.5K

Event2026-03-31

Filed2026-04-22

PWR

QUANTA SVCS INC

-0.32%

Shares617

Event2026-03-31

Filed2026-04-22

PANW

PALO ALTO NETWORKS INC

0.82%

Shares2.1K

Event2026-03-31

Filed2026-04-22

CGCB

CAPITAL GRP FIXED INCM ETF T

0.02%

Shares12.7K

Event2026-03-31

Filed2026-04-22

UNH

UNITEDHEALTH GROUP INC

50.74%

Shares1.2K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

2.47%

Shares7.1K

Event2026-03-31

Filed2026-04-22

CGXU

CAPITAL GROUP INTL FOCUS EQT

-2.85%

Shares11.1K

Event2026-03-31

Filed2026-04-22

COHERENT CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-22

SRE

SEMPRA

-7.66%

Shares3.2K

Event2026-03-31

Filed2026-04-22

SPTL

SPDR SERIES TRUST

9.88%

Shares11.7K

Event2026-03-31

Filed2026-04-22

STXT

EA SERIES TRUST

16.30%

Shares15.4K

Event2026-03-31

Filed2026-04-22

BLUEROCK PVT REAL ESTATE FD

New

Shares18.3K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

2.88%

Shares1.3K

Event2026-03-31

Filed2026-04-22

BUXX

EA SERIES TRUST

17.29%

Shares14.9K

Event2026-03-31

Filed2026-04-22

UPS

UNITED PARCEL SVCS INC

33.45%

Shares3.0K

Event2026-03-31

Filed2026-04-22

IQDG

WISDOMTREE TR

-17.01%

Shares7.4K

Event2026-03-31

Filed2026-04-22

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-22

TRV

TRAVELERS COMPANIES INC

3.25%

Shares1.0K

Event2026-03-31

Filed2026-04-22

EFSC

ENTERPRISE FINL SVCS CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-22

LINDE PLC

-3.09%

Shares596

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

13.91%

Shares1.4K

Event2026-03-31

Filed2026-04-22

USXF

ISHARES TR

19.58%

Shares5.3K

Event2026-03-31

Filed2026-04-22

TE CONNECTIVITY PLC

-0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD INDEX FDS

18.56%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ACCENTURE PLC IRELAND

87.24%

Shares1.5K

Event2026-03-31

Filed2026-04-22

IMCG

ISHARES TR

-18.63%

Shares3.7K

Event2026-03-31

Filed2026-04-22

FNF

FIDELITY NATL FINL INC

-0.06%

Shares6.2K

Event2026-03-31

Filed2026-04-22

GLW

CORNING INC

-51.12%

Shares2.1K

Event2026-03-31

Filed2026-04-22

AVY

AVERY DENNISON CORP

10.45%

Shares1.6K

Event2026-03-31

Filed2026-04-22

WASTE MGMT INC DEL

-0.16%

Shares1.2K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORP DEL

0.55%

Shares1.5K

Event2026-03-31

Filed2026-04-22

IYE

ISHARES TR

New

Shares4.2K

Event2026-03-31

Filed2026-04-22

CGMM

CAPITAL GROUP EQUITY ETF TR

New

Shares9.3K

Event2026-03-31

Filed2026-04-22

FEZ

SPDR INDEX SHS FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-22

STOT

SSGA ACTIVE TR

6.69%

Shares5.7K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

-6.36%

Shares2.1K

Event2026-03-31

Filed2026-04-22

MARVELL TECHNOLOGY INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-22

DES

WISDOMTREE TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-04-22

IUSV

ISHARES TR

14.94%

Shares2.6K

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

-0.62%

Shares807

Event2026-03-31

Filed2026-04-22

DRLL

EA SERIES TRUST

New

Shares6.6K

Event2026-03-31

Filed2026-04-22

GLTR

ABRDN PRECIOUS METALS BASKET

11.54%

Shares1.2K

Event2026-03-31

Filed2026-04-22

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

-4.67%

Shares939

Event2026-03-31

Filed2026-04-22

MGK

VANGUARD WORLD FD

-6.12%

Shares690

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-21.73%

Shares749

Event2026-03-31

Filed2026-04-22

IYF

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-04-22

JPIN

J P MORGAN EXCHANGE TRADED F

-21.53%

Shares3.5K

Event2026-03-31

Filed2026-04-22

CITIGROUP INC

-8.65%

Shares2.2K

Event2026-03-31

Filed2026-04-22

CENCORA INC

-4.08%

Shares776

Event2026-03-31

Filed2026-04-22

RZG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-22

SHOP

SHOPIFY INC

-0.59%

Shares2.0K

Event2026-03-31

Filed2026-04-22

SDY

SPDR SERIES TRUST

1.69%

Shares1.6K

Event2026-03-31

Filed2026-04-22

PSH

PGIM ETF TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-22

SPGP

INVESCO EXCHANGE TRADED FD T

-1.31%

Shares2.2K

Event2026-03-31

Filed2026-04-22

EWJ

ISHARES INC

8.61%

Shares2.8K

Event2026-03-31

Filed2026-04-22

ALTL

PACER FDS TR

-27.82%

Shares5.3K

Event2026-03-31

Filed2026-04-22

XLRE

SELECT SECTOR SPDR TR

-3.86%

Shares5.6K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-12.23%

Shares2.6K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

New

Shares7.4K

Event2026-03-31

Filed2026-04-22

ORLY

OREILLY AUTOMOTIVE INC

0.90%

Shares2.5K

Event2026-03-31

Filed2026-04-22

FLRN

SPDR SERIES TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-22

IGBH

ISHARES U S ETF TR

-21.37%

Shares9.2K

Event2026-03-31

Filed2026-04-22

IGIB

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-22

FTWO

EA SERIES TRUST

-15.03%

Shares4.9K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.3K

Event2026-03-31

Filed2026-04-22

NKE

NIKE INC

15.75%

Shares4.1K

Event2026-03-31

Filed2026-04-22

RDDT

REDDIT INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

FIXT

TCW ETF TRUST

0.09%

Shares5.7K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-7.52%

Shares1.5K

Event2026-03-31

Filed2026-04-22

SHAG

WISDOMTREE TR

-0.33%

Shares4.5K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-22

MMM

3M CO

-0.14%

Shares1.5K

Event2026-03-31

Filed2026-04-22

NLR

VANECK ETF TRUST

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

FVD

FIRST TR EXCHANGE-TRADED FD

-24.65%

Shares4.4K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares724

Event2026-03-31

Filed2026-04-22

RSG

REPUBLIC SVCS INC

-0.11%

Shares944

Event2026-03-31

Filed2026-04-22

XYLD

GLOBAL X FDS

-29.24%

Shares5.3K

Event2026-03-31

Filed2026-04-22

CTVA

CORTEVA INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-22

SBUX

STARBUCKS CORP

New

Shares2.3K

Event2026-03-31

Filed2026-04-22

BLOOM ENERGY CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

SMB

VANECK ETF TRUST

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-22

UBER

UBER TECHNOLOGIES INC

-20.46%

Shares2.8K

Event2026-03-31

Filed2026-04-22

RBBN

RIBBON COMMUNICATIONS INC

-76.50%

Shares15.4K

Event2026-03-31

Filed2026-04-22

HUMA

HUMACYTE INC

-31.02%

Shares37.8K

Event2026-03-31

Filed2026-04-22

DHY

CREDIT SUISSE HIGH YIELD CRE

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

PLTR Call CallPALANTIR TECHNOLOGIES INC115.2K sharesnew addition2026-03-312026-04-22

SPY Call CallSTATE STR SPDR S&P 500 ETF T6.1K shares52.50%2026-03-312026-04-22

IGV Call CallISHARES TR20.0K sharesnew addition2026-03-312026-04-22

AMD Call CallADVANCED MICRO DEVICES INC5.0K sharesnew addition2026-03-312026-04-22

CRM Call CallSALESFORCE INC5.0K sharesnew addition2026-03-312026-04-22

PLTR Call

PALANTIR TECHNOLOGIES INC

New

Shares115.2K

Event2026-03-31

Filed2026-04-22

SPY Call

STATE STR SPDR S&P 500 ETF T

52.50%

Shares6.1K

Event2026-03-31

Filed2026-04-22

IGV Call

ISHARES TR

New

Shares20.0K

Event2026-03-31

Filed2026-04-22

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-22

CRM Call

SALESFORCE INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-22

Put Option Holdings

No put option holdings data available