The Analysis of TSFG, LLC's Holdings & P&L


Currently, TSFG, LLC holds 866 types of securities in its portfolio with a total value $659.2K. In the most recent quarter, they have increased their positions in SPYV (+111.8K shares, valued at $6.3K), HDEF (+82.9K shares, valued at $2.7K), GOVT (+94.0K shares, valued at $2.2K); decreased their positions in XLG (-110.7K shares, valued at $6.0K), N/A (-22.2K shares, valued at $2.0K), N/A (-6.2K shares, valued at $1.2K); initiated new positions in FXZ (+11.4K shares, valued at $869), N/A (+3.5K shares, valued at $149), N/A (+552 shares, valued at $109).


1M P&L
+5.3M+0.81%
3M P&L
-92.8M-12.24%
HY P&L
-107.3M-13.88%

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/A459.8K
77.0%
2Drug Manufacturers - General29.8K
5.0%
3Medical Devices17.4K
2.9%

Top Industries by Stock Count

1N/A329 stocks
41.9%
2Utilities - Regulated Electric21 stocks
2.7%
3Software - Application16 stocks
2.0%
Stock Holdings
DYNF
ISHARES U S
-0.08%
Shares825.0K
Event2026-03-31
Filed2026-04-27
SPYV
STATE STREET
16.74%
Shares780.0K
Event2026-03-31
Filed2026-04-27
IWF
ISHARES RUSSELL
4.82%
Shares83.0K
Event2026-03-31
Filed2026-04-27
IEMG
ISHARES CORE
0.63%
Shares463.0K
Event2026-03-31
Filed2026-04-27
ABBV
ABBVIE INC
2.57%
Shares127.8K
Event2026-03-31
Filed2026-04-27
VANGUARD S&P
VANGUARD S&P
1.75%
Shares40.1K
Event2026-03-31
Filed2026-04-27
HDEF
XTRACKERS
17.41%
Shares558.7K
Event2026-03-31
Filed2026-04-27
VTI
VANGUARD TOTAL
-1.60%
Shares52.0K
Event2026-03-31
Filed2026-04-27
AAPL
APPLE INC
-1.78%
Shares57.3K
Event2026-03-31
Filed2026-04-27
BAI
ISHARES A I
4.36%
Shares428.2K
Event2026-03-31
Filed2026-04-27
SPTI
STATE STREET
3.95%
Shares484.0K
Event2026-03-31
Filed2026-04-27
SPY
STATE STREET
1.05%
Shares19.6K
Event2026-03-31
Filed2026-04-27
ISHARES GOLD
ISHARES GOLD
-13.36%
Shares144.1K
Event2026-03-31
Filed2026-04-27
ABT
ABBOTT LABORATORIES
-2.73%
Shares113.3K
Event2026-03-31
Filed2026-04-27
XLK
STATE STREET
0.66%
Shares85.1K
Event2026-03-31
Filed2026-04-27
NVDA
NVIDIA CORP
1.38%
Shares63.8K
Event2026-03-31
Filed2026-04-27
SPAB
STATE STREET
1.40%
Shares419.6K
Event2026-03-31
Filed2026-04-27
INVESCO QQQ
INVESCO QQQ
1.11%
Shares17.7K
Event2026-03-31
Filed2026-04-27
RDVY
FIRST TRUST
4.98%
Shares133.9K
Event2026-03-31
Filed2026-04-27
MTUM
ISHARES MSCI
6.02%
Shares37.6K
Event2026-03-31
Filed2026-04-27
FBND
FIDELITY TOTAL
5.56%
Shares193.7K
Event2026-03-31
Filed2026-04-27
IAGG
ISHARES CORE
4.30%
Shares173.0K
Event2026-03-31
Filed2026-04-27
AMZN
AMAZON COM
0.71%
Shares40.8K
Event2026-03-31
Filed2026-04-27
QUAL
ISHARES MSCI
5.41%
Shares43.9K
Event2026-03-31
Filed2026-04-27
THRO
ISHARES U S
7.31%
Shares219.8K
Event2026-03-31
Filed2026-04-27
BINC
ISHARES FLEXIBLE
1.09%
Shares149.1K
Event2026-03-31
Filed2026-04-27
XLG
INVESCO S&P
-44.84%
Shares136.2K
Event2026-03-31
Filed2026-04-27
SPYG
STATE STREET
-0.02%
Shares71.3K
Event2026-03-31
Filed2026-04-27
SPHQ
INVESCO S&P
2.58%
Shares92.4K
Event2026-03-31
Filed2026-04-27
CGCB
CAPITAL GROUP
1.78%
Shares249.7K
Event2026-03-31
Filed2026-04-27
ITOT
ISHARES CORE
-0.83%
Shares43.1K
Event2026-03-31
Filed2026-04-27
SHLD
GLOBAL X
18.04%
Shares84.7K
Event2026-03-31
Filed2026-04-27
LGOV
FIRST TRUST
1.82%
Shares264.4K
Event2026-03-31
Filed2026-04-27
EW
EDWARDS LIFESCIENCES
-0.64%
Shares70.8K
Event2026-03-31
Filed2026-04-27
SPMB
STATE STREET
1.42%
Shares247.5K
Event2026-03-31
Filed2026-04-27
VTV
VANGUARD VALUE
-1.77%
Shares27.4K
Event2026-03-31
Filed2026-04-27
JQUA
JPMORGAN US
1.37%
Shares79.7K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
2.78%
Shares16.4K
Event2026-03-31
Filed2026-04-27
TSLA
TESLA INC
-0.14%
Shares12.5K
Event2026-03-31
Filed2026-04-27
MSFT
MICROSOFT CORP
4.18%
Shares11.3K
Event2026-03-31
Filed2026-04-27
BUFR
FIRST TRUST
1.13%
Shares114.9K
Event2026-03-31
Filed2026-04-27
VO
VANGUARD MID
-7.44%
Shares11.1K
Event2026-03-31
Filed2026-04-27
ITA
ISHARES AEROSPACE
2.27%
Shares14.1K
Event2026-03-31
Filed2026-04-27
SMH
VANECK SEMICONDUCTOR
0.00%
Shares6.8K
Event2026-03-31
Filed2026-04-27
VGT
VANGUARD INFORMATION
-5.40%
Shares3.7K
Event2026-03-31
Filed2026-04-27
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
-0.12%
Shares4.9K
Event2026-03-31
Filed2026-04-27
IEFA
ISHARES CORE
0.56%
Shares25.5K
Event2026-03-31
Filed2026-04-27
XOM
EXXON MOBIL
4.11%
Shares13.2K
Event2026-03-31
Filed2026-04-27
GOVT
ISHARES U S
10449.78%
Shares94.9K
Event2026-03-31
Filed2026-04-27
IVW
ISHARES S&P
-0.54%
Shares18.5K
Event2026-03-31
Filed2026-04-27
IVE
ISHARES S&P
0.63%
Shares9.8K
Event2026-03-31
Filed2026-04-27
PWRD
TCW TR
2.04%
Shares21.0K
Event2026-03-31
Filed2026-04-27
VOT
VANGUARD MID
-7.88%
Shares7.9K
Event2026-03-31
Filed2026-04-27
BE
BLOOM ENERGY
-0.83%
Shares14.9K
Event2026-03-31
Filed2026-04-27
IWB
ISHARES RUSSELL
0.02%
Shares5.5K
Event2026-03-31
Filed2026-04-27
CAH
CARDINAL HEALTH
-0.31%
Shares9.0K
Event2026-03-31
Filed2026-04-27
BLUEROCK PRIVATE
BLUEROCK PRIVATE
-9.64%
Shares111.9K
Event2026-03-31
Filed2026-04-27
MDY
SPDR S&P
-0.14%
Shares2.8K
Event2026-03-31
Filed2026-04-27
WMT
WALMART INC
3.06%
Shares13.7K
Event2026-03-31
Filed2026-04-27
IBIT
ISHARES BITCOIN
3.73%
Shares42.4K
Event2026-03-31
Filed2026-04-27
INVESCO S&P
INVESCO S&P
-43.29%
Shares8.2K
Event2026-03-31
Filed2026-04-27
IWM
ISHARES RUSSELL
-1.73%
Shares6.3K
Event2026-03-31
Filed2026-04-27
GLD
SPDR GOLD
0.14%
Shares3.6K
Event2026-03-31
Filed2026-04-27
VV
VANGUARD LARGE
0.04%
Shares4.8K
Event2026-03-31
Filed2026-04-27
XLV
STATE STREET
-5.65%
Shares9.2K
Event2026-03-31
Filed2026-04-27
CEG
CONSTELLATION ENERGY
0.02%
Shares4.7K
Event2026-03-31
Filed2026-04-27
GBTC
GRAYSCALE BITCOIN
0.00%
Shares24.6K
Event2026-03-31
Filed2026-04-27
EMB
ISHARES JPMORGAN
1.39%
Shares13.3K
Event2026-03-31
Filed2026-04-27
HFXI
NYLI FTSE
187.26%
Shares37.0K
Event2026-03-31
Filed2026-04-27
NFLX
NETFLIX INC
3.19%
Shares12.8K
Event2026-03-31
Filed2026-04-27
XLF
STATE STREET
-0.24%
Shares24.7K
Event2026-03-31
Filed2026-04-27
COST
COSTCO WHOLESALE
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
JPM
JPMORGAN CHASE
-2.55%
Shares4.0K
Event2026-03-31
Filed2026-04-27
VIG
VANGUARD DIVIDEND
-0.30%
Shares5.3K
Event2026-03-31
Filed2026-04-27
META
META PLATFORMS
0.50%
Shares2.0K
Event2026-03-31
Filed2026-04-27
IWP
ISHARES RUSSELL
0.69%
Shares8.8K
Event2026-03-31
Filed2026-04-27
BAX
BAXTER INTL
-8.37%
Shares66.3K
Event2026-03-31
Filed2026-04-27
ALPHABET INC
ALPHABET INC
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-27
CRM
SALESFORCE INC
-16.70%
Shares5.8K
Event2026-03-31
Filed2026-04-27
CVS
CVS HEALTH
-1.43%
Shares15.0K
Event2026-03-31
Filed2026-04-27
AGG
ISHARES CORE
0.06%
Shares10.7K
Event2026-03-31
Filed2026-04-27
ONEV
SPDR RUSSELL
-1.60%
Shares7.8K
Event2026-03-31
Filed2026-04-27
VUG
VANGUARD GROWTH
-9.84%
Shares2.4K
Event2026-03-31
Filed2026-04-27
IWD
ISHARES RUSSELL
0.67%
Shares4.8K
Event2026-03-31
Filed2026-04-27
IJH
ISHARES CORE
-3.46%
Shares15.1K
Event2026-03-31
Filed2026-04-27
BIL
STATE STREET
49.71%
Shares11.1K
Event2026-03-31
Filed2026-04-27
XLI
STATE STREET
-15.54%
Shares6.0K
Event2026-03-31
Filed2026-04-27
MCD
MCDONALDS CORP
0.56%
Shares3.1K
Event2026-03-31
Filed2026-04-27
IUSB
ISHARES CORE
-0.32%
Shares19.9K
Event2026-03-31
Filed2026-04-27
CVX
CHEVRON CORP
1.48%
Shares4.4K
Event2026-03-31
Filed2026-04-27
FXZ
FIRST TRUST
New
Shares11.4K
Event2026-03-31
Filed2026-04-27
IVV
ISHARES CORE
1.12%
Shares1.3K
Event2026-03-31
Filed2026-04-27
TCAF
T ROWE
0.00%
Shares22.6K
Event2026-03-31
Filed2026-04-27
JNJ
JOHNSON & JOHNSON
-0.55%
Shares3.0K
Event2026-03-31
Filed2026-04-27
MUB
ISHARES NATIONAL
-13.83%
Shares6.8K
Event2026-03-31
Filed2026-04-27
PLTR
PALANTIR TECHNOLOGIES
-21.55%
Shares4.9K
Event2026-03-31
Filed2026-04-27
GS
GOLDMAN SACHS
7.77%
Shares818
Event2026-03-31
Filed2026-04-27
LLY
ELI LILLY
1.93%
Shares740
Event2026-03-31
Filed2026-04-27
VBK
VANGUARD SMALL
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-27
PG
PROCTER & GAMBLE
0.43%
Shares4.7K
Event2026-03-31
Filed2026-04-27
PKW
INVESCO BUYBACK
-24.35%
Shares4.9K
Event2026-03-31
Filed2026-04-27
PM
PHILIP MORRIS
11.09%
Shares3.9K
Event2026-03-31
Filed2026-04-27
ISRG
INTUITIVE SURGICAL
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
AVEM
AVANTIS EMERGING
2401.30%
Shares7.7K
Event2026-03-31
Filed2026-04-27
RWJ
INVESCO S&P
4.85%
Shares12.2K
Event2026-03-31
Filed2026-04-27
SRE
SEMPRA
33.92%
Shares6.2K
Event2026-03-31
Filed2026-04-27
WEC ENERGY
WEC ENERGY
0.70%
Shares5.2K
Event2026-03-31
Filed2026-04-27
EXC
EXELON CORP
0.09%
Shares11.9K
Event2026-03-31
Filed2026-04-27
IQDG
WISDOMTREE INTL
-0.36%
Shares14.3K
Event2026-03-31
Filed2026-04-27
IJR
ISHARES CORE
-9.47%
Shares4.6K
Event2026-03-31
Filed2026-04-27
SCHD
SCHWAB US
5.08%
Shares18.3K
Event2026-03-31
Filed2026-04-27
VXUS
VANGUARD TOTAL
2.00%
Shares7.1K
Event2026-03-31
Filed2026-04-27
IWR
ISHARES RUSSELL
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-27
BIDD
ISHARES INTL
8.83%
Shares18.5K
Event2026-03-31
Filed2026-04-27
VBR
VANGUARD SMALL
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-27
ICSH
ISHARES ULTRA
-4.14%
Shares10.2K
Event2026-03-31
Filed2026-04-27
XLE
STATE STREET
-8.41%
Shares8.4K
Event2026-03-31
Filed2026-04-27
SDY
STATE STREET
-11.50%
Shares3.5K
Event2026-03-31
Filed2026-04-27
FSIG
FIRST TRUST
1.14%
Shares25.7K
Event2026-03-31
Filed2026-04-27
SUB
ISHARES SHORT
0.02%
Shares4.2K
Event2026-03-31
Filed2026-04-27
HDV
ISHARES CORE
1.25%
Shares3.2K
Event2026-03-31
Filed2026-04-27
F
FORD MOTOR
-1.37%
Shares37.2K
Event2026-03-31
Filed2026-04-27
RTX
RTX CORP
83.28%
Shares2.2K
Event2026-03-31
Filed2026-04-27
CSCO
CISCO SYSTEMS
0.28%
Shares5.5K
Event2026-03-31
Filed2026-04-27
RMBS
RAMBUS INC
1.03%
Shares4.9K
Event2026-03-31
Filed2026-04-27
RSPS
INVESCO S&P
-1.76%
Shares14.1K
Event2026-03-31
Filed2026-04-27
MO
ALTRIA GROUP
4.87%
Shares6.3K
Event2026-03-31
Filed2026-04-27
CTAS
CINTAS CORP
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-27
HON
HONEYWELL INTL
0.06%
Shares1.8K
Event2026-03-31
Filed2026-04-27
VST
VISTRA CORP
1.30%
Shares2.6K
Event2026-03-31
Filed2026-04-27
SBUX
STARBUCKS CORP
-0.66%
Shares4.2K
Event2026-03-31
Filed2026-04-27
LGLV
STATE STREET
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-27
BAC
BANK AMERICA
0.05%
Shares7.3K
Event2026-03-31
Filed2026-04-27
EEM
ISHARES MSCI
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-27
EMXC
ISHARES MSCI
-0.35%
Shares4.5K
Event2026-03-31
Filed2026-04-27
WWD
WOODWARD INC
26.81%
Shares979
Event2026-03-31
Filed2026-04-27
AIRR
FIRST TRUST
3.36%
Shares3.1K
Event2026-03-31
Filed2026-04-27
ICVT
ISHARES CONV
-13.62%
Shares3.4K
Event2026-03-31
Filed2026-04-27
VOE
VANGUARD MID
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
DIS
WALT DISNEY
2.39%
Shares3.4K
Event2026-03-31
Filed2026-04-27
ORCL
ORACLE CORP
9.73%
Shares2.2K
Event2026-03-31
Filed2026-04-27
IEI
ISHARES 3-7YR
0.40%
Shares2.7K
Event2026-03-31
Filed2026-04-27
PEP
PEPSICO INC
-17.50%
Shares2.1K
Event2026-03-31
Filed2026-04-27
T
AT&T INC
2.73%
Shares10.9K
Event2026-03-31
Filed2026-04-27
EFA
ISHARES MSCI
-0.06%
Shares3.2K
Event2026-03-31
Filed2026-04-27
ILTB
ISHARES CORE
-15.11%
Shares6.2K
Event2026-03-31
Filed2026-04-27
MSTR
STRATEGY INC
-15.08%
Shares2.4K
Event2026-03-31
Filed2026-04-27
XLY
STATE STREET
-9.52%
Shares2.6K
Event2026-03-31
Filed2026-04-27
SLV
ISHARES SILVER
116.10%
Shares4.2K
Event2026-03-31
Filed2026-04-27
USMV
ISHARES MSCI
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-27
DE
DEERE & CO
-2.40%
Shares489
Event2026-03-31
Filed2026-04-27
BROOKFIELD RENEWABLE
BROOKFIELD RENEWABLE
52.35%
Shares6.9K
Event2026-03-31
Filed2026-04-27
LMT
LOCKHEED MARTIN
30.84%
Shares454
Event2026-03-31
Filed2026-04-27
MCK
MCKESSON CORP
-19.33%
Shares313
Event2026-03-31
Filed2026-04-27
SPSM
STATE STREET
0.07%
Shares5.4K
Event2026-03-31
Filed2026-04-27
LPLA
LPL FINANCIAL
0.00%
Shares866
Event2026-03-31
Filed2026-04-27
NEE
NEXTERA ENERGY
115.20%
Shares2.8K
Event2026-03-31
Filed2026-04-27
PNR
PENTAIR PLC
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-27
UBER
UBER TECHNOLOGIES
-13.28%
Shares3.6K
Event2026-03-31
Filed2026-04-27
SHW
SHERWIN WILLIAMS
0.00%
Shares795
Event2026-03-31
Filed2026-04-27
HD
HOME DEPOT
0.13%
Shares769
Event2026-03-31
Filed2026-04-27
ITW
ILLINOIS TOOL
0.21%
Shares970
Event2026-03-31
Filed2026-04-27
VHT
VANGUARD HEALTH
0.00%
Shares911
Event2026-03-31
Filed2026-04-27
DELL
DELL TECHNOLOGIES
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
FBT
FIRST TRUST
170.07%
Shares1.2K
Event2026-03-31
Filed2026-04-27
AMD
ADVANCED MICRO
35.21%
Shares1.2K
Event2026-03-31
Filed2026-04-27
PFG
PRINCIPAL FINANCIAL
0.89%
Shares2.6K
Event2026-03-31
Filed2026-04-27
SHOP
SHOPIFY INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
MERCK & COMPANY
MERCK & COMPANY
11.16%
Shares1.9K
Event2026-03-31
Filed2026-04-27
KO
COCA COLA COMPANY
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-27
OXY
OCCIDENTAL PETROLEUM
-12.36%
Shares3.4K
Event2026-03-31
Filed2026-04-27
INTC
INTEL CORP
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-27
ALL
ALLSTATE CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
ASTS
AST SPACEMOBILE
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-27
ARTY
ISHARES FUTURE
-0.13%
Shares4.6K
Event2026-03-31
Filed2026-04-27
WTFC
WINTRUST FINANCIAL
-3.21%
Shares1.5K
Event2026-03-31
Filed2026-04-27
MAR
MARRIOTT INTL
0.16%
Shares636
Event2026-03-31
Filed2026-04-27
V
VISA INC
0.15%
Shares690
Event2026-03-31
Filed2026-04-27
WM
WASTE MANAGEMENT
0.22%
Shares906
Event2026-03-31
Filed2026-04-27
SOXX
ISHARES SEMICONDUCTOR
-20.79%
Shares625
Event2026-03-31
Filed2026-04-27
ULTA
ULTA BEAUTY
0.00%
Shares392
Event2026-03-31
Filed2026-04-27
UNH
UNITEDHEALTH GROUP
54.07%
Shares758
Event2026-03-31
Filed2026-04-27
CAT
CATERPILLAR INC
-1.37%
Shares288
Event2026-03-31
Filed2026-04-27
COP
CONOCOPHILLIPS
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
FANG
DIAMONDBACK ENERGY
0.00%
Shares981
Event2026-03-31
Filed2026-04-27
VTEB
VANGUARD MUNICIPAL
65.50%
Shares3.9K
Event2026-03-31
Filed2026-04-27
VEA
VANGUARD FTSE
0.10%
Shares2.9K
Event2026-03-31
Filed2026-04-27
NVT
NVENT ELECTRIC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
BP
BP PLC
-9.34%
Shares3.9K
Event2026-03-31
Filed2026-04-27
CITIGROUP INC
CITIGROUP INC
0.12%
Shares1.6K
Event2026-03-31
Filed2026-04-27
AEP
AMERICAN ELECTRIC
0.14%
Shares1.4K
Event2026-03-31
Filed2026-04-27
GILD
GILEAD SCIENCES
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
IOO
ISHARES GLOBAL
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
MARVELL TECHNOLOGY
MARVELL TECHNOLOGY
0.05%
Shares1.8K
Event2026-03-31
Filed2026-04-27
MS
MORGAN STANLEY
0.19%
Shares1.1K
Event2026-03-31
Filed2026-04-27
GENERAL DYNAMICS
GENERAL DYNAMICS
0.20%
Shares506
Event2026-03-31
Filed2026-04-27
VGLT
VANGUARD LONG
0.03%
Shares3.1K
Event2026-03-31
Filed2026-04-27
VB
VANGUARD SMALL
9.24%
Shares662
Event2026-03-31
Filed2026-04-27
PPG
PPG INDUSTRIES
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-27
GM
GENERAL MOTORS
0.04%
Shares2.2K
Event2026-03-31
Filed2026-04-27
COIN
COINBASE GLOBAL
0.00%
Shares910
Event2026-03-31
Filed2026-04-27
JPC
NUVEEN PFD
0.00%
Shares20.2K
Event2026-03-31
Filed2026-04-27
APA CORP
APA CORP
New
Shares3.5K
Event2026-03-31
Filed2026-04-27
CW
CURTISS WRIGHT CORP DE
0.00%
Shares217
Event2026-03-31
Filed2026-04-27
IWV
ISHARES RUSSELL
0.00%
Shares400
Event2026-03-31
Filed2026-04-27
GRAYSCALE BITCOIN
GRAYSCALE BITCOIN
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-27
TSCO
TRACTOR SUPPLY
0.16%
Shares3.2K
Event2026-03-31
Filed2026-04-27
OSBC
OLD SECOND
0.00%
Shares7.1K
Event2026-03-31
Filed2026-04-27
XLP
STATE STREET
-0.23%
Shares1.8K
Event2026-03-31
Filed2026-04-27
VYM
VANGUARD HIGH
0.10%
Shares973
Event2026-03-31
Filed2026-04-27
PID
INVESCO INTL
0.00%
Shares6.5K
Event2026-03-31
Filed2026-04-27
MDLZ
MONDELEZ INTERNATIONAL
0.04%
Shares2.5K
Event2026-03-31
Filed2026-04-27
SPTS
STATE STREET
10.24%
Shares4.9K
Event2026-03-31
Filed2026-04-27
AXON
AXON ENTERPRISE
-8.22%
Shares335
Event2026-03-31
Filed2026-04-27
ROCKET LAB
ROCKET LAB
1.84%
Shares2.2K
Event2026-03-31
Filed2026-04-27
TAK
TAKEDA PHARMACEUTICAL
-1.74%
Shares7.6K
Event2026-03-31
Filed2026-04-27
BA
BOEING COMPANY
0.72%
Shares704
Event2026-03-31
Filed2026-04-27
TOTALENERGIES SE
TOTALENERGIES SE
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
PFE
PFIZER INC
0.16%
Shares4.9K
Event2026-03-31
Filed2026-04-27
VZ
VERIZON COMMUNICATIONS
6.76%
Shares2.7K
Event2026-03-31
Filed2026-04-27
SHEL
SHELL PLC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
PECO
PHILLIPS EDISON
0.88%
Shares3.6K
Event2026-03-31
Filed2026-04-27
IGF
ISHARES GLOBAL
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-27
EFV
ISHARES MSCI
-2.87%
Shares1.8K
Event2026-03-31
Filed2026-04-27
IUSG
ISHARES S&P
0.00%
Shares832
Event2026-03-31
Filed2026-04-27
INVESCO S&P
INVESCO S&P
0.00%
Shares2.7K
Event2026-03-31
Filed2026-04-27
GOF
GUGGENHEIM STRATEGIC
0.00%
Shares11.5K
Event2026-03-31
Filed2026-04-27
ETR
ENTERGY CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
COF
CAPITAL ONE
0.15%
Shares688
Event2026-03-31
Filed2026-04-27
IWS
ISHARES RUSS
-45.88%
Shares861
Event2026-03-31
Filed2026-04-27
ILCG
ISHARES MORNINGSTAR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
TSM
TAIWAN SEMICONDUCTOR
-12.44%
Shares366
Event2026-03-31
Filed2026-04-27
IBM
INTL BUSINESS
6.71%
Shares509
Event2026-03-31
Filed2026-04-27
HIMU
ISHARES HIGH
7.09%
Shares2.5K
Event2026-03-31
Filed2026-04-27
FDL
FIRST TRUST
-5.81%
Shares2.3K
Event2026-03-31
Filed2026-04-27
BDX
BECTON DICKINSON
-1.07%
Shares743
Event2026-03-31
Filed2026-04-27
AMGN
AMGEN INC
0.30%
Shares329
Event2026-03-31
Filed2026-04-27
GE AEROSPACE
GE AEROSPACE
-15.69%
Shares403
Event2026-03-31
Filed2026-04-27
MMIT
NYLI MACKAY
0.09%
Shares4.7K
Event2026-03-31
Filed2026-04-27
VCR
VANGUARD CONSUMER
0.00%
Shares314
Event2026-03-31
Filed2026-04-27
BND
VANGUARD TOTAL
26.49%
Shares1.5K
Event2026-03-31
Filed2026-04-27
DXJ
WISDOMTREE JAPAN
0.00%
Shares710
Event2026-03-31
Filed2026-04-27
VCLT
VANGUARD LONG
0.88%
Shares1.5K
Event2026-03-31
Filed2026-04-27
EEMV
ISHARES MSCI
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-27
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares552
Event2026-03-31
Filed2026-04-27
HOOD
ROBINHOOD MARKETS
6.79%
Shares1.6K
Event2026-03-31
Filed2026-04-27
VCIT
VANGUARD INTERMEDIATE
-3.42%
Shares1.3K
Event2026-03-31
Filed2026-04-27
FLS
FLOWSERVE CORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
NOC
NORTHROP GRUMMAN
0.00%
Shares153
Event2026-03-31
Filed2026-04-27
SCHG
SCHWAB US
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-27
QQQM
INVESCO NASDAQ
0.00%
Shares426
Event2026-03-31
Filed2026-04-27
SYSB
ISHARES SYSTEMATIC
0.27%
Shares1.1K
Event2026-03-31
Filed2026-04-27
CL
COLGATE-PALMOLIVE
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
EZU
ISHARES MSCI
-0.19%
Shares1.6K
Event2026-03-31
Filed2026-04-27
SPHD
INVESCO S&P
-0.05%
Shares2.0K
Event2026-03-31
Filed2026-04-27
IWO
ISHARES RUSSELL
0.00%
Shares316
Event2026-03-31
Filed2026-04-27
WFC
WELLS FARGO
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
FJP
FIRST TRUST
0.08%
Shares1.3K
Event2026-03-31
Filed2026-04-27
O
REALTY INCOME
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
HWM
HOWMET AEROSPACE
0.00%
Shares403
Event2026-03-31
Filed2026-04-27
PAVE
GLOBAL X
0.06%
Shares1.8K
Event2026-03-31
Filed2026-04-27
TLH
ISHARES 10-20YR
-1.08%
Shares915
Event2026-03-31
Filed2026-04-27
SPEM
STATE STREET
27.53%
Shares2.0K
Event2026-03-31
Filed2026-04-27
BKR
BAKER HUGHES
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
SPYD
STATE STREET
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-27
MSIF
MSC INCOME
122.92%
Shares7.3K
Event2026-03-31
Filed2026-04-27
VBIL
VANGUARD ULTRA
New
Shares1.2K
Event2026-03-31
Filed2026-04-27
CRWD
CROWDSTRIKE HOLDINGS
46.75%
Shares226
Event2026-03-31
Filed2026-04-27
ADI
ANALOG DEVICES
0.00%
Shares271
Event2026-03-31
Filed2026-04-27
GEV
GE VERNOVA
-1.01%
Shares98
Event2026-03-31
Filed2026-04-27
NRG
NRG ENERGY
0.00%
Shares584
Event2026-03-31
Filed2026-04-27
VWO
VANGUARD FSTE
-0.19%
Shares1.6K
Event2026-03-31
Filed2026-04-27
BLACKROCK FDG
BLACKROCK FDG
0.00%
Shares87
Event2026-03-31
Filed2026-04-27
KRG
KITE REALTY
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-27
ONON
ON HOLDING
29.13%
Shares2.4K
Event2026-03-31
Filed2026-04-27
CMG
CHIPOTLE MEXICAN
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-27
STT
STATE STREET
-6.59%
Shares638
Event2026-03-31
Filed2026-04-27
DRAFTKINGS INC
DRAFTKINGS INC
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-27
QNITY ELECTRONICS
QNITY ELECTRONICS
0.00%
Shares691
Event2026-03-31
Filed2026-04-27
DHR
DANAHER CORP
0.24%
Shares411
Event2026-03-31
Filed2026-04-27
NTRS
NORTHERN TRUST
-13.94%
Shares562
Event2026-03-31
Filed2026-04-27
AFL
AFLAC INC
0.00%
Shares699
Event2026-03-31
Filed2026-04-27
CHE
CHEMED CORP
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
LYV
LIVE NATION
0.00%
Shares500
Event2026-03-31
Filed2026-04-27
PEG
PUBLIC SERVICE
0.00%
Shares944
Event2026-03-31
Filed2026-04-27
XYL
XYLEM INC
0.32%
Shares627
Event2026-03-31
Filed2026-04-27
NTB
BANK N T
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
BROADCOM INC
BROADCOM INC
0.43%
Shares236
Event2026-03-31
Filed2026-04-27
CAVA
CAVA GROUP
0.00%
Shares897
Event2026-03-31
Filed2026-04-27
DAWN
DAY ONE
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-27
URTH
ISHARES MSCI
0.00%
Shares403
Event2026-03-31
Filed2026-04-27
CWI
STATE STREET
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-27
DOLE
DOLE PLC
0.00%
Shares4.9K
Event2026-03-31
Filed2026-04-27
PR
PERMIAN RESOURCES
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-27
VFH
VANGUARD FINANCIALS
0.00%
Shares577
Event2026-03-31
Filed2026-04-27
HLN
HALEON PLC
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-27
MSI
MOTOROLA SOLUTIONS
-3.05%
Shares159
Event2026-03-31
Filed2026-04-27
BITMINE IMMERSION
BITMINE IMMERSION
0.00%
Shares3.4K
Event2026-03-31
Filed2026-04-27
MU
MICRON TECHNOLOGY INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
NOBL
PROSHARES S&P
-2.45%
Shares637
Event2026-03-31
Filed2026-04-27
ED
CONSOLIDATED EDISON
0.51%
Shares596
Event2026-03-31
Filed2026-04-27
IHF
ISHARES U S
0.13%
Shares1.6K
Event2026-03-31
Filed2026-04-27
KKR & CO
KKR & CO
0.00%
Shares726
Event2026-03-31
Filed2026-04-27
PWR
QUANTA SERVICES
0.00%
Shares122
Event2026-03-31
Filed2026-04-27
VXF
VANGUARD EXTENDED
-3.36%
Shares316
Event2026-03-31
Filed2026-04-27
PFF
ISHARES PFD
0.05%
Shares2.1K
Event2026-03-31
Filed2026-04-27
LMND
LEMONADE INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
PNW
PINNACLE WEST
0.00%
Shares631
Event2026-03-31
Filed2026-04-27
SCHV
SCHWAB US
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-27
ANNALY CAPITAL
ANNALY CAPITAL
2.53%
Shares3.0K
Event2026-03-31
Filed2026-04-27
GWW
GRAINGER W W
-43.56%
Shares57
Event2026-03-31
Filed2026-04-27
PFM
INVESCO DIVIDEND
0.41%
Shares1.2K
Event2026-03-31
Filed2026-04-27
WYNN
WYNN RESORTS
0.00%
Shares625
Event2026-03-31
Filed2026-04-27
AMAT
APPLIED MATERIALS
0.00%
Shares180
Event2026-03-31
Filed2026-04-27
DUPONT DE
DUPONT DE
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-27
HUM
HUMANA INC
New
Shares356
Event2026-03-31
Filed2026-04-27
BLSH
BULLISH
142.86%
Shares1.7K
Event2026-03-31
Filed2026-04-27
ET
ENERGY TRANSFER
1.09%
Shares3.1K
Event2026-03-31
Filed2026-04-27
SHYM
ISHARES SHORT
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-27
KMI
KINDER MORGAN
0.22%
Shares1.8K
Event2026-03-31
Filed2026-04-27
SILA
SILA REALTY
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-27
ADBE
ADOBE INC
133.33%
Shares245
Event2026-03-31
Filed2026-04-27
IREN
IREN LTD
New
Shares1.8K
Event2026-03-31
Filed2026-04-27
LQD
ISHARES IBOXX
0.00%
Shares549
Event2026-03-31
Filed2026-04-27
KTOS
KRATOS DEFENSE
0.00%
Shares845
Event2026-03-31
Filed2026-04-27
PRU
PRUDENTIAL FINANCIAL
0.49%
Shares617
Event2026-03-31
Filed2026-04-27
RDIV
INVESCO S&P
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
XLRE
STATE STREET
0.28%
Shares1.5K
Event2026-03-31
Filed2026-04-27
CMP
COMPASS MNRLS
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-27
DUKE ENERGY
DUKE ENERGY
0.00%
Shares446
Event2026-03-31
Filed2026-04-27
REGN
REGENERON PHARMACEUTICAL
0.00%
Shares75
Event2026-03-31
Filed2026-04-27
SNY
SANOFI
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
IJJ
ISHARES S&P
0.00%
Shares424
Event2026-03-31
Filed2026-04-27
MEDLINE INC
MEDLINE INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-27
VDC
VANGUARD CONSUMER
25.00%
Shares250
Event2026-03-31
Filed2026-04-27
VYMI
VANGUARD INTL
0.68%
Shares591
Event2026-03-31
Filed2026-04-27
LNG
CHENIERE ENERGY
0.00%
Shares194
Event2026-03-31
Filed2026-04-27
FE
FIRSTENERGY CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
INVESCO FTSE
INVESCO FTSE
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
FNDX
SCHWAB FUNDAMENTAL
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
XSHD
INVESCO S&P
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-27
SCHX
SCHWAB US
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-27
VSAT
VIASAT INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
IUSV
ISHARES CORE
0.00%
Shares487
Event2026-03-31
Filed2026-04-27
PSX
PHILLIPS 66
0.00%
Shares273
Event2026-03-31
Filed2026-04-27
WPC
W P CAREY
New
Shares733
Event2026-03-31
Filed2026-04-27
XT
ISHARES EXPONENTIAL
0.00%
Shares717
Event2026-03-31
Filed2026-04-27
MPC
MARATHON PETROLEUM
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
RNR
RENAISSANCERE HOLDINGS
0.00%
Shares166
Event2026-03-31
Filed2026-04-27
ECL
ECOLAB INC
0.00%
Shares182
Event2026-03-31
Filed2026-04-27
IHI
ISHARES U S
0.00%
Shares900
Event2026-03-31
Filed2026-04-27
XLU
STATE STREET
-0.38%
Shares1.0K
Event2026-03-31
Filed2026-04-27
VRTX
VERTEX PHARMACEUTICALS
New
Shares107
Event2026-03-31
Filed2026-04-27
XEL
XCEL ENERGY
0.00%
Shares609
Event2026-03-31
Filed2026-04-27
DIVO
AMPLIFY CWP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
IBN
ICICI BANK
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-27
INVESCO RAFI
INVESCO RAFI
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-27
MGC
VANGUARD MEGA
0.00%
Shares199
Event2026-03-31
Filed2026-04-27
CTVA
CORTEVA INC
0.00%
Shares550
Event2026-03-31
Filed2026-04-27
ES
EVERSOURCE ENERGY
-15.72%
Shares670
Event2026-03-31
Filed2026-04-27
FI
FISERV INC
0.00%
Shares824
Event2026-03-31
Filed2026-04-27
NEAR
ISHARES SHORT
0.00%
Shares900
Event2026-03-31
Filed2026-04-27
TMO
THERMO FISHER
0.00%
Shares93
Event2026-03-31
Filed2026-04-27
APP
APPLOVIN CORP
2.75%
Shares112
Event2026-03-31
Filed2026-04-27
HL
HECLA MINING
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-27
HUBBELL INC
HUBBELL INC
0.00%
Shares92
Event2026-03-31
Filed2026-04-27
XLB
STATE STREET
0.23%
Shares876
Event2026-03-31
Filed2026-04-27
LNT
ALLIANT ENERGY
0.00%
Shares594
Event2026-03-31
Filed2026-04-27
ARM
ARM HOLDINGS
-62.91%
Shares286
Event2026-03-31
Filed2026-04-27
GLW
CORNING INC
-8.75%
Shares313
Event2026-03-31
Filed2026-04-27
HOLX
HOLOGIC INC
0.00%
Shares572
Event2026-03-31
Filed2026-04-27
OSK
OSHKOSH CORP
0.00%
Shares294
Event2026-03-31
Filed2026-04-27
SCHF
SCHWAB INTL
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-27
WBD
WARNER BROS
13.57%
Shares1.6K
Event2026-03-31
Filed2026-04-27
CROX
CROCS INC
0.00%
Shares500
Event2026-03-31
Filed2026-04-27
VWOB
VANGUARD EMERGING
1.11%
Shares637
Event2026-03-31
Filed2026-04-27
IMCG
ISHARES MORNINGSTAR
0.00%
Shares517
Event2026-03-31
Filed2026-04-27
SYK
STRYKER CORP
0.00%
Shares126
Event2026-03-31
Filed2026-04-27
BMY
BRISTOL MYERS
0.15%
Shares657
Event2026-03-31
Filed2026-04-27
HIMS
HIMS & HERS
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-27
ADP
AUTOMATIC DATA
0.52%
Shares193
Event2026-03-31
Filed2026-04-27
CCJ
CAMECO CORP
New
Shares350
Event2026-03-31
Filed2026-04-27
FTSM
FIRST TRUST
0.63%
Shares643
Event2026-03-31
Filed2026-04-27
KMB
KIMBERLY CLARK
0.00%
Shares395
Event2026-03-31
Filed2026-04-27
MDYG
STATE STREET
0.00%
Shares399
Event2026-03-31
Filed2026-04-27
ZBRA
ZEBRA TECHNOLOGIES
632.00%
Shares183
Event2026-03-31
Filed2026-04-27
GEN DIGITAL
GEN DIGITAL
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-27
INVESCO S&P
INVESCO S&P
0.00%
Shares500
Event2026-03-31
Filed2026-04-27
DLN
WISDOMTREE U S
0.48%
Shares416
Event2026-03-31
Filed2026-04-27
SIL
GLOBAL X
1.00%
Shares405
Event2026-03-31
Filed2026-04-27
NVS
NOVARTIS AG
0.00%
Shares233
Event2026-03-31
Filed2026-04-27
SLYG
STATE STREET
0.00%
Shares368
Event2026-03-31
Filed2026-04-27
VEU
VANGUARD FTSE
0.00%
Shares478
Event2026-03-31
Filed2026-04-27
CROWN CASTLE
CROWN CASTLE
0.00%
Shares425
Event2026-03-31
Filed2026-04-27
EBAY
EBAY INC
0.26%
Shares386
Event2026-03-31
Filed2026-04-27
IMCB
ISHARES MORNINGSTAR
0.00%
Shares420
Event2026-03-31
Filed2026-04-27
IDU
ISHARES U S
0.00%
Shares300
Event2026-03-31
Filed2026-04-27
SUPER MICRO
SUPER MICRO
933.33%
Shares1.6K
Event2026-03-31
Filed2026-04-27
DTE
DTE ENERGY
0.00%
Shares236
Event2026-03-31
Filed2026-04-27
EFG
ISHARES MSCI
-5.85%
Shares306
Event2026-03-31
Filed2026-04-27
FLTR
VANECK IG
-13.19%
Shares1.3K
Event2026-03-31
Filed2026-04-27
NVO
NOVO NORDISK
-40.00%
Shares900
Event2026-03-31
Filed2026-04-27
RSG
REPUBLIC SERVICES
0.67%
Shares150
Event2026-03-31
Filed2026-04-27
SOLSTICE ADVANCED
SOLSTICE ADVANCED
0.00%
Shares438
Event2026-03-31
Filed2026-04-27
CPT
CAMDEN PROPERTY
0.00%
Shares323
Event2026-03-31
Filed2026-04-27
GLDM
SPDR GOLD
New
Shares340
Event2026-03-31
Filed2026-04-27
STAG
STAG INDUSTRIAL
0.00%
Shares881
Event2026-03-31
Filed2026-04-27
IBB
ISHARES BIOTECHNOLOGY
0.00%
Shares182
Event2026-03-31
Filed2026-04-27
AOR
ISHARES CORE
0.00%
Shares485
Event2026-03-31
Filed2026-04-27
MBB
ISHARES MBS
-19.07%
Shares331
Event2026-03-31
Filed2026-04-27
IYH
ISHARES U S
0.00%
Shares500
Event2026-03-31
Filed2026-04-27
QCOM
QUALCOMM INC
-3.63%
Shares239
Event2026-03-31
Filed2026-04-27
WAL
WESTERN ALLIANCE
0.00%
Shares434
Event2026-03-31
Filed2026-04-27
ALGN
ALIGN TECHNOLOGY
0.00%
Shares175
Event2026-03-31
Filed2026-04-27
AON PLC
AON PLC
0.00%
Shares92
Event2026-03-31
Filed2026-04-27
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares262
Event2026-03-31
Filed2026-04-27
GIS
GENERAL MILLS
-6.92%
Shares793
Event2026-03-31
Filed2026-04-27
TLT
ISHARES 20
-10.91%
Shares343
Event2026-03-31
Filed2026-04-27
IYW
ISHARES TECHNOLOGY
0.00%
Shares164
Event2026-03-31
Filed2026-04-27
NEM
NEWMONT CORP
0.00%
Shares281
Event2026-03-31
Filed2026-04-27
TDC
TERADATA CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-27
EG
EVEREST GROUP
0.00%
Shares90
Event2026-03-31
Filed2026-04-27
JLL
JONES LANG
0.00%
Shares94
Event2026-03-31
Filed2026-04-27
ACCENTURE PLC
ACCENTURE PLC
0.72%
Shares140
Event2026-03-31
Filed2026-04-27
CCL
CARNIVAL CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-27
SPOT
SPOTIFY TECHNOLOGY
0.00%
Shares58
Event2026-03-31
Filed2026-04-27
TMUS
T-MOBILE US
0.00%
Shares132
Event2026-03-31
Filed2026-04-27
TM
TOYOTA MOTOR
0.00%
Shares133
Event2026-03-31
Filed2026-04-27
VNQ
VANGUARD REAL
-4.49%
Shares319
Event2026-03-31
Filed2026-04-27
IOSP
INNOSPEC INC
0.00%
Shares370
Event2026-03-31
Filed2026-04-27
ISCB
ISHARES MORNINGSTAR
0.00%
Shares420
Event2026-03-31
Filed2026-04-27
RIVN
RIVIAN AUTOMOTIVE
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-27
SW
SMURFIT WESTROCK
0.00%
Shares672
Event2026-03-31
Filed2026-04-27
SNOW
SNOWFLAKE INC
-93.21%
Shares180
Event2026-03-31
Filed2026-04-27
UPS
UNITED PARCEL
0.36%
Shares276
Event2026-03-31
Filed2026-04-27
WAT
WATERS CORP
New
Shares92
Event2026-03-31
Filed2026-04-27
DGRW
WISDOMTREE US
0.00%
Shares308
Event2026-03-31
Filed2026-04-27
FCX
FREEPORT MCMORAN
0.00%
Shares442
Event2026-03-31
Filed2026-04-27
GUG
GUGGENHEIM ACTIVE
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-27
AEE
AMEREN CORP
0.00%
Shares226
Event2026-03-31
Filed2026-04-27
CME
CME GROUP
0.00%
Shares85
Event2026-03-31
Filed2026-04-27
FXE
INVESCO CURRENCYSHARES
0.00%
Shares230
Event2026-03-31
Filed2026-04-27
CORP
PIMCO INVESTMENT
0.00%
Shares259
Event2026-03-31
Filed2026-04-27
UAL
UNITED AIRLINES
0.00%
Shares274
Event2026-03-31
Filed2026-04-27
ARROWHEAD PHARMACEUTICAL
ARROWHEAD PHARMACEUTICAL
0.00%
Shares380
Event2026-03-31
Filed2026-04-27
HUBS
HUBSPOT INC
New
Shares100
Event2026-03-31
Filed2026-04-27
IYJ
ISHARES U S
-16.15%
Shares161
Event2026-03-31
Filed2026-04-27
PLD
PROLOGIS INC
0.00%
Shares181
Event2026-03-31
Filed2026-04-27
SCHA
SCHWAB US
0.00%
Shares810
Event2026-03-31
Filed2026-04-27
VTWO
VANGUARD RUSSELL
0.00%
Shares236
Event2026-03-31
Filed2026-04-27
EDGF
3EDGE DYNAMIC
0.00%
Shares932
Event2026-03-31
Filed2026-04-27
ADMA
ADMA BIOLOGICS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-27
DOW
DOW INC
0.00%
Shares550
Event2026-03-31
Filed2026-04-27
IJK
ISHARES S&P
0.00%
Shares232
Event2026-03-31
Filed2026-04-27
NOK
NOKIA CORP
0.28%
Shares2.8K
Event2026-03-31
Filed2026-04-27
SONY
SONY GROUP
New
Shares1.1K
Event2026-03-31
Filed2026-04-27
THOMSON REUTERS
THOMSON REUTERS
New
Shares252
Event2026-03-31
Filed2026-04-27
TBIL
F/M U S
0.00%
Shares438
Event2026-03-31
Filed2026-04-27
GSLC
GOLDMAN SACHS
-13.24%
Shares177
Event2026-03-31
Filed2026-04-27
BTCO
INVESCO GALAXY
0.00%
Shares320
Event2026-03-31
Filed2026-04-27
SCZ
ISHARES MSCI
0.00%
Shares279
Event2026-03-31
Filed2026-04-27
MET
METLIFE INC
0.00%
Shares312
Event2026-03-31
Filed2026-04-27
CB
CHUBB LTD
0.00%
Shares65
Event2026-03-31
Filed2026-04-27
XMHQ
INVESCO S&P
0.00%
Shares200
Event2026-03-31
Filed2026-04-27
HYDB
ISHARES HIGH
-16.85%
Shares454
Event2026-03-31
Filed2026-04-27
TJX
TJX COS
0.00%
Shares133
Event2026-03-31
Filed2026-04-27
DBEF
XTRACKERS MSCI
0.00%
Shares432
Event2026-03-31
Filed2026-04-27
MMM
3M COMPANY
0.00%
Shares139
Event2026-03-31
Filed2026-04-27
AESI
ATLAS ENERGY
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-27
CLM
CORNERSTONE STRATEGIC
5.60%
Shares2.7K
Event2026-03-31
Filed2026-04-27
EPD
ENTERPRISE PRODUCTS
1.34%
Shares529
Event2026-03-31
Filed2026-04-27
FDX
FEDEX CORP
0.00%
Shares57
Event2026-03-31
Filed2026-04-27
GT
GOODYEAR TIRE
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-27
PYPL
PAYPAL HOLDINGS
0.00%
Shares446
Event2026-03-31
Filed2026-04-27
VOOG
VANGUARD S&P
0.00%
Shares49
Event2026-03-31
Filed2026-04-27
CAKE
CHEESECAKE FACTORY
0.00%
Shares350
Event2026-03-31
Filed2026-04-27
DOV
DOVER CORP
0.00%
Shares90
Event2026-03-31
Filed2026-04-27
IEF
ISHARES 7-10YR
-14.16%
Shares194
Event2026-03-31
Filed2026-04-27
IXN
ISHARES GLOBAL
0.00%
Shares192
Event2026-03-31
Filed2026-04-27
KR
KROGER CO
0.00%
Shares258
Event2026-03-31
Filed2026-04-27
MFC
MANULIFE FINANCIAL
New
Shares550
Event2026-03-31
Filed2026-04-27
OGE
OGE ENERGY CORP
0.00%
Shares400
Event2026-03-31
Filed2026-04-27
SQM
SOCIEDAD QUIMICA
109.09%
Shares230
Event2026-03-31
Filed2026-04-27
TXN
TEXAS INSTRUMENTS
0.00%
Shares100
Event2026-03-31
Filed2026-04-27
BC
BRUNSWICK CORP
0.00%
Shares250
Event2026-03-31
Filed2026-04-27
HROW
HARROW INC
New
Shares500
Event2026-03-31
Filed2026-04-27
OEF
ISHARES S&P
-5.00%
Shares57
Event2026-03-31
Filed2026-04-27
ROK
ROCKWELL AUTOMATION
-50.00%
Shares50
Event2026-03-31
Filed2026-04-27
XNTK
STATE STREET
0.00%
Shares70
Event2026-03-31
Filed2026-04-27
OLED
UNIVERSAL DISPLAY
0.52%
Shares193
Event2026-03-31
Filed2026-04-27
EDGH
3EDGE DYNAMIC
0.00%
Shares485
Event2026-03-31
Filed2026-04-27
BABA
ALIBABA GROUP
0.00%
Shares135
Event2026-03-31
Filed2026-04-27
IXUS
ISHARES CORE
0.00%
Shares195
Event2026-03-31
Filed2026-04-27
DVY
ISHARES SELECT
0.00%
Shares110
Event2026-03-31
Filed2026-04-27
PHM
PULTEGROUP INC
0.00%
Shares146
Event2026-03-31
Filed2026-04-27
SPDW
STATE STREET
0.00%
Shares370
Event2026-03-31
Filed2026-04-27
REMX
VANECK RARE
0.00%
Shares195
Event2026-03-31
Filed2026-04-27
VDE
VANGUARD ENERGY
46.97%
Shares97
Event2026-03-31
Filed2026-04-27
YUM
YUM BRANDS INC
0.00%
Shares111
Event2026-03-31
Filed2026-04-27
ABNB
AIRBNB INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available