Sponsored

The Analysis of Twelve Points Wealth Management LLC's Holdings & P&L

Currently, Twelve Points Wealth Management LLC holds 200 types of securities in its portfolio with a total value $454.6M. In the most recent quarter, they have increased their positions in FLTR (+250.5K shares, valued at $6.4M), SRLN (+155.5K shares, valued at $6.2M), IOO (+46.0K shares, valued at $5.6M); decreased their positions in BIL (-133.9K shares, valued at $12.3M), ASA (-143.7K shares, valued at $8.9M), SGOV (-24.3K shares, valued at $2.4M); initiated new positions in SPXX (+325.5K shares, valued at $5.2M), TXUE (+44.5K shares, valued at $1.4M), PCMM (+6.3K shares, valued at $311.2K).

1M P&L

+12.5M+3.05%

3M P&L

+15.1M+3.73%

HY P&L

+35.1M+9.10%

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/A329.6M

75.1%

2Semiconductors7.7M

1.7%

3Asset Management7.2M

1.6%

Top Industries by Stock Count

1N/A82 stocks

44.8%

2Drug Manufacturers - General6 stocks

3.3%

3Semiconductors6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST441.2K shares-23.28%2026-03-312026-04-14

FLTR VANECK ETF TRUST1.0M shares33.32%2026-03-312026-04-14

IOO ISHARES TR201.2K shares29.61%2026-03-312026-04-14

ASA ASA GOLD AND PRECIOUS MTLS L317.2K shares-31.19%2026-03-312026-04-14

SRLN SSGA ACTIVE ETF TR379.1K shares69.53%2026-03-312026-04-14

SGOV ISHARES TR146.9K shares-14.18%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS269.1K shares9.54%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F171.3K shares2.76%2026-03-312026-04-14

Sponsored

DGRO ISHARES TR169.6K shares26.07%2026-03-312026-04-14

FPE FIRST TR EXCH TRADED FD III668.9K shares17.20%2026-03-312026-04-14

SHV ISHARES TR104.1K shares-16.64%2026-03-312026-04-14

SHYG ISHARES TR257.7K shares97.62%2026-03-312026-04-14

LQDH ISHARES U S ETF TR113.2K shares104.13%2026-03-312026-04-14

SLV ISHARES SILVER TR137.9K shares-4.77%2026-03-312026-04-14

VSS VANGUARD INTL EQUITY INDEX F58.2K shares13.20%2026-03-312026-04-14

DBL DOUBLELINE OPPORTUNISTIC CR363.8K shares5.28%2026-03-312026-04-14

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW325.5K sharesnew addition2026-03-312026-04-14

AAPL APPLE INC18.6K shares4.56%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO15.4K shares4.10%2026-03-312026-04-14

GLD SPDR GOLD TR10.4K shares-33.10%2026-03-312026-04-14

PSK SPDR SERIES TRUST133.5K shares15.65%2026-03-312026-04-14

XOM EXXON MOBIL CORP24.2K shares-2.03%2026-03-312026-04-14

HGER HARBOR ETF TRUST130.1K shares9.77%2026-03-312026-04-14

JBL JABIL INC14.4K shares-4.44%2026-03-312026-04-14

Sponsored

RFG INVESCO EXCHANGE TRADED FD T68.8K shares-0.83%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-14

BEN FRANKLIN RESOURCES INC148.5K shares0.12%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR39.4K shares4.59%2026-03-312026-04-14

MAGS LISTED FDS TR57.2K shares46.38%2026-03-312026-04-14

IVV ISHARES TR4.8K shares-0.31%2026-03-312026-04-14

FGD FIRST TR EXCHANGE-TRADED FD93.3K shares-1.96%2026-03-312026-04-14

APAM ARTISAN PARTNERS ASSET MGMT81.5K shares9.37%2026-03-312026-04-14

Sponsored

OKE ONEOK INC NEW32.7K shares6.70%2026-03-312026-04-14

EOG EOG RES INC20.2K shares17.40%2026-03-312026-04-14

CSCO CISCO SYS INC37.2K shares1.45%2026-03-312026-04-14

RZG INVESCO EXCHANGE TRADED FD T49.8K shares-0.39%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON11.5K shares0.83%2026-03-312026-04-14

SPTM SPDR SERIES TRUST34.9K shares21.62%2026-03-312026-04-14

CAIE CALAMOS ETF TR103.8K shares28.22%2026-03-312026-04-14

BWA BORGWARNER INC45.9K shares-5.35%2026-03-312026-04-14

Sponsored

BDC BELDEN INC19.7K shares-2.56%2026-03-312026-04-14

DBMF LITMAN GREGORY FDS TR74.8K shares16.72%2026-03-312026-04-14

MSFT MICROSOFT CORP6.1K shares18.11%2026-03-312026-04-14

ALPHABET INC ALPHABET INC7.8K shares13.49%2026-03-312026-04-14

FCX FREEPORT MCMORAN INC36.3K shares-10.55%2026-03-312026-04-14

QAI NEW YORK LIFE INVESTMENTS ET61.8K shares9.42%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T40.8K shares0.00%2026-03-312026-04-14

TXN TEXAS INSTRS INC9.5K shares9.22%2026-03-312026-04-14

Sponsored

PEP PEPSICO INC11.7K shares-1.01%2026-03-312026-04-14

CC CHEMOURS CO76.2K shares3.59%2026-03-312026-04-14

VSH VISHAY INTERTECHNOLOGY INC91.9K shares-4.03%2026-03-312026-04-14

V VISA INC5.4K shares2.26%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC13.4K shares-0.96%2026-03-312026-04-14

SLYG SPDR SERIES TRUST16.2K shares0.00%2026-03-312026-04-14

CR CRANE COMPANY8.9K shares-0.89%2026-03-312026-04-14

QCOM QUALCOMM INC11.4K shares5.10%2026-03-312026-04-14

Sponsored

RLY SSGA ACTIVE ETF TR40.5K shares3.61%2026-03-312026-04-14

GEF GREIF INC21.7K shares4.16%2026-03-312026-04-14

SWKS SKYWORKS SOLUTIONS INC27.0K shares19.73%2026-03-312026-04-14

HUN HUNTSMAN CORP108.5K shares31.48%2026-03-312026-04-14

ATKR ATKORE INC24.5K shares13.82%2026-03-312026-04-14

VTI VANGUARD INDEX FDS4.5K shares-4.51%2026-03-312026-04-14

TXUE THORNBURG ETF TR44.5K sharesnew addition2026-03-312026-04-14

AIA ISHARES TR13.5K shares-1.46%2026-03-312026-04-14

Sponsored

CLF CLEVELAND-CLIFFS INC NEW169.1K shares12.85%2026-03-312026-04-14

PCAR PACCAR INC12.3K shares-3.42%2026-03-312026-04-14

CHRW C H ROBINSON WORLDWIDE IN8.5K shares-12.03%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS5.8K shares-4.05%2026-03-312026-04-14

HOG HARLEY DAVIDSON INC69.1K shares55.95%2026-03-312026-04-14

FMF FIRST TR EXCHANGE-TRADED FD27.5K shares14.00%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO4.6K shares0.00%2026-03-312026-04-14

EMQQ EXCHANGE TRADED CONCEPTS TRU41.8K shares-0.07%2026-03-312026-04-14

Sponsored

IXUS ISHARES TR15.5K shares14.01%2026-03-312026-04-14

MDYG SPDR SERIES TRUST13.6K shares-2.18%2026-03-312026-04-14

DINO HF SINCLAIR CORP20.9K shares-3.55%2026-03-312026-04-14

ALPHABET INC ALPHABET INC4.5K shares-2.83%2026-03-312026-04-14

TRN TRINITY INDS INC40.1K shares-1.46%2026-03-312026-04-14

EMR EMERSON ELEC CO9.6K shares-0.59%2026-03-312026-04-14

CMI CUMMINS INC2.3K shares-7.16%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS18.6K shares-1.39%2026-03-312026-04-14

Sponsored

TGT TARGET CORP9.7K shares-7.30%2026-03-312026-04-14

CTSH COGNIZANT TECHNOLOGY SOLUTIO18.7K shares93.25%2026-03-312026-04-14

RPV INVESCO EXCHANGE TRADED FD T10.6K shares-0.09%2026-03-312026-04-14

DXC DXC TECHNOLOGY CO89.4K shares41.60%2026-03-312026-04-14

SPYG SPDR SERIES TRUST11.5K shares-2.21%2026-03-312026-04-14

RTX RTX CORPORATION5.8K shares5.06%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.7K shares2.56%2026-03-312026-04-14

ABBV ABBVIE INC5.0K shares0.89%2026-03-312026-04-14

Sponsored

AMGN AMGEN INC3.0K shares20.86%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares4.78%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR41.6K shares0.00%2026-03-312026-04-14

IUSG ISHARES TR6.6K shares2.02%2026-03-312026-04-14

FINS ANGEL OAK FINL STRATEGIES IN79.2K shares10.66%2026-03-312026-04-14

MBIN MERCHANTS BANCORP IND22.9K shares-4.66%2026-03-312026-04-14

IUSB ISHARES TR20.6K shares-0.52%2026-03-312026-04-14

IDEV ISHARES TR11.1K shares0.00%2026-03-312026-04-14

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.14.3K shares1.30%2026-03-312026-04-14

SBUX STARBUCKS CORP10.1K shares16.92%2026-03-312026-04-14

MGA MAGNA INTL INC16.2K shares-6.70%2026-03-312026-04-14

AYI ACUITY INC3.2K shares1.26%2026-03-312026-04-14

KR KROGER CO12.2K shares8.81%2026-03-312026-04-14

GWW WW GRAINGER INC794 shares-4.22%2026-03-312026-04-14

LLY ELI LILLY & CO925 shares0.00%2026-03-312026-04-14

MSM MSC INDL DIRECT INC9.0K shares-5.30%2026-03-312026-04-14

Sponsored

MCD MCDONALDS CORP2.6K shares-0.30%2026-03-312026-04-14

IJR ISHARES TR6.6K shares-0.84%2026-03-312026-04-14

FTLS FIRST TR EXCH TRADED FD III11.5K shares16.47%2026-03-312026-04-14

SNA SNAP ON INC2.2K shares-3.78%2026-03-312026-04-14

LYB LYONDELLBASELL INDUSTRIES NV9.3K shares-26.55%2026-03-312026-04-14

REET ISHARES TR29.6K shares6.10%2026-03-312026-04-14

IEMG ISHARES INC10.6K shares-0.17%2026-03-312026-04-14

AMZN AMAZON COM INC3.5K shares5.48%2026-03-312026-04-14

Sponsored

CITIGROUP INC CITIGROUP INC6.4K shares-0.64%2026-03-312026-04-14

IJH ISHARES TR10.7K shares-2.99%2026-03-312026-04-14

LEVI LEVI STRAUSS & CO NEW37.6K shares-7.80%2026-03-312026-04-14

LRGF ISHARES TR10.5K shares-0.01%2026-03-312026-04-14

USMV ISHARES TR7.4K shares0.00%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC2.5K shares8.81%2026-03-312026-04-14

CHH CHOICE HOTELS INTL INC6.2K shares0.00%2026-03-312026-04-14

BITB BITWISE BITCOIN ETF TR17.4K shares21.50%2026-03-312026-04-14

Sponsored

NCZ VIRTUS CONVERTIBLE & INC FD47.3K shares20.96%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR21.3K shares-0.02%2026-03-312026-04-14

DHR DANAHER CORP DEL3.1K shares20.35%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN2.8K shares0.00%2026-03-312026-04-14

GLW CORNING INC4.2K shares0.96%2026-03-312026-04-14

RFV INVESCO EXCHANGE TRADED FD T4.2K shares-0.05%2026-03-312026-04-14

GILD GILEAD SCIENCES INC3.8K shares-7.31%2026-03-312026-04-14

FMNB FARMERS NATIONAL BANC CORP39.7K shares0.12%2026-03-312026-04-14

Sponsored

MMM 3M CO3.6K shares-0.36%2026-03-312026-04-14

ABT ABBOTT LABORATORIES4.9K shares-0.08%2026-03-312026-04-14

CE CELANESE CORP DEL7.5K shares3.70%2026-03-312026-04-14

EWBC EAST WEST BANCORP INC4.6K shares-5.67%2026-03-312026-04-14

SONY SONY GROUP CORP23.0K shares0.00%2026-03-312026-04-14

RZV INVESCO EXCHANGE TRADED FD T3.8K shares-0.10%2026-03-312026-04-14

AON PLC AON PLC1.5K shares-2.68%2026-03-312026-04-14

AVY AVERY DENNISON CORP2.7K shares-2.28%2026-03-312026-04-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T700 shares60.92%2026-03-312026-04-14

TROW PRICE T ROWE GROUP INC4.8K shares17.27%2026-03-312026-04-14

MELI MERCADOLIBRE INC249 shares-3.49%2026-03-312026-04-14

ETHW BITWISE ETHEREUM ETF27.5K shares57.68%2026-03-312026-04-14

DIS DISNEY WALT CO4.2K shares27.44%2026-03-312026-04-14

T AT&T INC13.8K shares0.73%2026-03-312026-04-14

UNILEVER PLC UNILEVER PLC6.9K shares-0.47%2026-03-312026-04-14

AVK ADVENT CONV & INCOME FD34.8K shares0.00%2026-03-312026-04-14

Sponsored

BAH BOOZ ALLEN HAMILTON HLDG COR5.0K shares21.07%2026-03-312026-04-14

AOA ISHARES TR4.4K shares9.23%2026-03-312026-04-14

FE FIRSTENERGY CORP7.6K shares-5.23%2026-03-312026-04-14

SPYV SPDR SERIES TRUST6.4K shares-0.06%2026-03-312026-04-14

IEFA ISHARES TR4.0K shares-1.69%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR14.4K shares0.00%2026-03-312026-04-14

SPLB SPDR SERIES TRUST15.9K shares-0.81%2026-03-312026-04-14

EBC EASTERN BANKSHARES INC18.0K shares-0.76%2026-03-312026-04-14

Sponsored

PPL PPL CORP9.0K shares-2.65%2026-03-312026-04-14

NVDA NVIDIA CORPORATION1.9K shares38.53%2026-03-312026-04-14

GDX VANECK ETF TRUST3.6K shares0.00%2026-03-312026-04-14

LOW LOWES COS INC1.4K shares46.50%2026-03-312026-04-14

AEIS ADVANCED ENERGY INDS989 shares-4.35%2026-03-312026-04-14

PCMM BONDBLOXX ETF TRUST6.3K sharesnew addition2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION5.4K shares-0.04%2026-03-312026-04-14

VDE VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-04-14

Sponsored

VYM VANGUARD WHITEHALL FDS2.0K shares-9.96%2026-03-312026-04-14

PFE PFIZER INC10.6K shares0.30%2026-03-312026-04-14

BROADCOM INC BROADCOM INC930 shares2.20%2026-03-312026-04-14

MAC MACERICH CO15.1K shares0.00%2026-03-312026-04-14

JPST J P MORGAN EXCHANGE TRADED F5.6K shares0.00%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS3.8K shares0.00%2026-03-312026-04-14

THNQ EXCHANGE TRADED CONCEPTS TRU4.7K shares49.89%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR481 shares0.00%2026-03-312026-04-14

Sponsored

AIQ GLOBAL X FDS5.9K shares49.40%2026-03-312026-04-14

FSLY FASTLY INC9.5K shares-22.80%2026-03-312026-04-14

META META PLATFORMS INC472 shares-10.94%2026-03-312026-04-14

WMT WALMART INC2.0K shares0.99%2026-03-312026-04-14

VNQ VANGUARD INDEX FDS2.9K shares-0.07%2026-03-312026-04-14

LIEN CHICAGO ATLANTIC BDC INC26.2K shares0.00%2026-03-312026-04-14

ACWV ISHARES INC2.0K shares-1.93%2026-03-312026-04-14

HD HOME DEPOT INC738 shares15.49%2026-03-312026-04-14

Sponsored

AKAM AKAMAI TECHNOLOGIES INC2.1K sharesnew addition2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC1.6K shares25.50%2026-03-312026-04-14

DEFINIUM THERAPEUTICS INC DEFINIUM THERAPEUTICS INC12.2K sharesnew addition2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC1.9K sharesnew addition2026-03-312026-04-14

IJT ISHARES TR1.6K shares0.00%2026-03-312026-04-14

EFA ISHARES TR2.4K sharesnew addition2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP1.0K shares0.00%2026-03-312026-04-14

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF19.6K sharesnew addition2026-03-312026-04-14

Sponsored

IBIT ISHARES BITCOIN TRUST ETF5.6K sharesnew addition2026-03-312026-04-14

BAC BANK AMERICA CORP4.4K shares-2.00%2026-03-312026-04-14

JBSS SANFILIPPO JOHN B & SON INC2.7K sharesnew addition2026-03-312026-04-14

TPZ TORTOISE CAPITAL SERIES TRUS9.5K sharesnew addition2026-03-312026-04-14

TJX TJX COS INC NEW1.3K shares-2.77%2026-03-312026-04-14

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP19.9K shares-1.21%2026-03-312026-04-14

EVN EATON VANCE MUN INCOME TR15.9K shares0.00%2026-03-312026-04-14

JOBY JOBY AVIATION INC13.6K sharesnew addition2026-03-312026-04-14

Sponsored

ACHR ARCHER AVIATION INC20.6K shares51.36%2026-03-312026-04-14

AI C3 AI INC10.7K sharesnew addition2026-03-312026-04-14

KRO KRONOS WORLDWIDE INC13.6K shares10.89%2026-03-312026-04-14

MBLY MOBILEYE GLOBAL INC12.8K sharesnew addition2026-03-312026-04-14

SERA SERA PROGNOSTICS INC43.4K shares0.00%2026-03-312026-04-14

RPD RAPID7 INC14.0K sharesnew addition2026-03-312026-04-14

SOUN SOUNDHOUND AI INC11.0K sharesnew addition2026-03-312026-04-14

JBLU JETBLUE AIRWAYS CORP10.1K shares0.00%2026-03-312026-04-14

Sponsored

BIL

SPDR SERIES TRUST

-23.28%

Shares441.2K

Event2026-03-31

Filed2026-04-14

FLTR

VANECK ETF TRUST

33.32%

Shares1.0M

Event2026-03-31

Filed2026-04-14

IOO

ISHARES TR

29.61%

Shares201.2K

Event2026-03-31

Filed2026-04-14

ASA

ASA GOLD AND PRECIOUS MTLS L

-31.19%

Shares317.2K

Event2026-03-31

Filed2026-04-14

SRLN

SSGA ACTIVE ETF TR

69.53%

Shares379.1K

Event2026-03-31

Filed2026-04-14

SGOV

ISHARES TR

-14.18%

Shares146.9K

Event2026-03-31

Filed2026-04-14

VTIP

VANGUARD MALVERN FDS

9.54%

Shares269.1K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

2.76%

Shares171.3K

Event2026-03-31

Filed2026-04-14

DGRO

ISHARES TR

26.07%

Shares169.6K

Event2026-03-31

Filed2026-04-14

FPE

FIRST TR EXCH TRADED FD III

17.20%

Shares668.9K

Event2026-03-31

Filed2026-04-14

SHV

ISHARES TR

-16.64%

Shares104.1K

Event2026-03-31

Filed2026-04-14

SHYG

ISHARES TR

97.62%

Shares257.7K

Event2026-03-31

Filed2026-04-14

LQDH

ISHARES U S ETF TR

104.13%

Shares113.2K

Event2026-03-31

Filed2026-04-14

SLV

ISHARES SILVER TR

-4.77%

Shares137.9K

Event2026-03-31

Filed2026-04-14

VSS

VANGUARD INTL EQUITY INDEX F

13.20%

Shares58.2K

Event2026-03-31

Filed2026-04-14

DBL

DOUBLELINE OPPORTUNISTIC CR

5.28%

Shares363.8K

Event2026-03-31

Filed2026-04-14

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares325.5K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

4.56%

Shares18.6K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

4.10%

Shares15.4K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

-33.10%

Shares10.4K

Event2026-03-31

Filed2026-04-14

PSK

SPDR SERIES TRUST

15.65%

Shares133.5K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-2.03%

Shares24.2K

Event2026-03-31

Filed2026-04-14

HGER

HARBOR ETF TRUST

9.77%

Shares130.1K

Event2026-03-31

Filed2026-04-14

JBL

JABIL INC

-4.44%

Shares14.4K

Event2026-03-31

Filed2026-04-14

RFG

INVESCO EXCHANGE TRADED FD T

-0.83%

Shares68.8K

Event2026-03-31

Filed2026-04-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-14

BEN

FRANKLIN RESOURCES INC

0.12%

Shares148.5K

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

4.59%

Shares39.4K

Event2026-03-31

Filed2026-04-14

MAGS

LISTED FDS TR

46.38%

Shares57.2K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-0.31%

Shares4.8K

Event2026-03-31

Filed2026-04-14

FGD

FIRST TR EXCHANGE-TRADED FD

-1.96%

Shares93.3K

Event2026-03-31

Filed2026-04-14

APAM

ARTISAN PARTNERS ASSET MGMT

9.37%

Shares81.5K

Event2026-03-31

Filed2026-04-14

OKE

ONEOK INC NEW

6.70%

Shares32.7K

Event2026-03-31

Filed2026-04-14

EOG

EOG RES INC

17.40%

Shares20.2K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

1.45%

Shares37.2K

Event2026-03-31

Filed2026-04-14

RZG

INVESCO EXCHANGE TRADED FD T

-0.39%

Shares49.8K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

0.83%

Shares11.5K

Event2026-03-31

Filed2026-04-14

SPTM

SPDR SERIES TRUST

21.62%

Shares34.9K

Event2026-03-31

Filed2026-04-14

CAIE

CALAMOS ETF TR

28.22%

Shares103.8K

Event2026-03-31

Filed2026-04-14

BWA

BORGWARNER INC

-5.35%

Shares45.9K

Event2026-03-31

Filed2026-04-14

BDC

BELDEN INC

-2.56%

Shares19.7K

Event2026-03-31

Filed2026-04-14

DBMF

LITMAN GREGORY FDS TR

16.72%

Shares74.8K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

18.11%

Shares6.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

13.49%

Shares7.8K

Event2026-03-31

Filed2026-04-14

FCX

FREEPORT MCMORAN INC

-10.55%

Shares36.3K

Event2026-03-31

Filed2026-04-14

QAI

NEW YORK LIFE INVESTMENTS ET

9.42%

Shares61.8K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares40.8K

Event2026-03-31

Filed2026-04-14

TXN

TEXAS INSTRS INC

9.22%

Shares9.5K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

-1.01%

Shares11.7K

Event2026-03-31

Filed2026-04-14

CHEMOURS CO

3.59%

Shares76.2K

Event2026-03-31

Filed2026-04-14

VSH

VISHAY INTERTECHNOLOGY INC

-4.03%

Shares91.9K

Event2026-03-31

Filed2026-04-14

VISA INC

2.26%

Shares5.4K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-0.96%

Shares13.4K

Event2026-03-31

Filed2026-04-14

SLYG

SPDR SERIES TRUST

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-14

CRANE COMPANY

-0.89%

Shares8.9K

Event2026-03-31

Filed2026-04-14

QCOM

QUALCOMM INC

5.10%

Shares11.4K

Event2026-03-31

Filed2026-04-14

RLY

SSGA ACTIVE ETF TR

3.61%

Shares40.5K

Event2026-03-31

Filed2026-04-14

GEF

GREIF INC

4.16%

Shares21.7K

Event2026-03-31

Filed2026-04-14

SWKS

SKYWORKS SOLUTIONS INC

19.73%

Shares27.0K

Event2026-03-31

Filed2026-04-14

HUN

HUNTSMAN CORP

31.48%

Shares108.5K

Event2026-03-31

Filed2026-04-14

ATKR

ATKORE INC

13.82%

Shares24.5K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-4.51%

Shares4.5K

Event2026-03-31

Filed2026-04-14

TXUE

THORNBURG ETF TR

New

Shares44.5K

Event2026-03-31

Filed2026-04-14

AIA

ISHARES TR

-1.46%

Shares13.5K

Event2026-03-31

Filed2026-04-14

CLF

CLEVELAND-CLIFFS INC NEW

12.85%

Shares169.1K

Event2026-03-31

Filed2026-04-14

PCAR

PACCAR INC

-3.42%

Shares12.3K

Event2026-03-31

Filed2026-04-14

CHRW

C H ROBINSON WORLDWIDE IN

-12.03%

Shares8.5K

Event2026-03-31

Filed2026-04-14

IBM

INTERNATIONAL BUSINESS MACHS

-4.05%

Shares5.8K

Event2026-03-31

Filed2026-04-14

HOG

HARLEY DAVIDSON INC

55.95%

Shares69.1K

Event2026-03-31

Filed2026-04-14

FMF

FIRST TR EXCHANGE-TRADED FD

14.00%

Shares27.5K

Event2026-03-31

Filed2026-04-14

AXP

AMERICAN EXPRESS CO

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-14

EMQQ

EXCHANGE TRADED CONCEPTS TRU

-0.07%

Shares41.8K

Event2026-03-31

Filed2026-04-14

IXUS

ISHARES TR

14.01%

Shares15.5K

Event2026-03-31

Filed2026-04-14

MDYG

SPDR SERIES TRUST

-2.18%

Shares13.6K

Event2026-03-31

Filed2026-04-14

DINO

HF SINCLAIR CORP

-3.55%

Shares20.9K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-2.83%

Shares4.5K

Event2026-03-31

Filed2026-04-14

TRN

TRINITY INDS INC

-1.46%

Shares40.1K

Event2026-03-31

Filed2026-04-14

EMR

EMERSON ELEC CO

-0.59%

Shares9.6K

Event2026-03-31

Filed2026-04-14

CMI

CUMMINS INC

-7.16%

Shares2.3K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-1.39%

Shares18.6K

Event2026-03-31

Filed2026-04-14

TGT

TARGET CORP

-7.30%

Shares9.7K

Event2026-03-31

Filed2026-04-14

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

93.25%

Shares18.7K

Event2026-03-31

Filed2026-04-14

RPV

INVESCO EXCHANGE TRADED FD T

-0.09%

Shares10.6K

Event2026-03-31

Filed2026-04-14

DXC

DXC TECHNOLOGY CO

41.60%

Shares89.4K

Event2026-03-31

Filed2026-04-14

SPYG

SPDR SERIES TRUST

-2.21%

Shares11.5K

Event2026-03-31

Filed2026-04-14

RTX

RTX CORPORATION

5.06%

Shares5.8K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

2.56%

Shares5.7K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

0.89%

Shares5.0K

Event2026-03-31

Filed2026-04-14

AMGN

AMGEN INC

20.86%

Shares3.0K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

4.78%

Shares2.2K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares41.6K

Event2026-03-31

Filed2026-04-14

IUSG

ISHARES TR

2.02%

Shares6.6K

Event2026-03-31

Filed2026-04-14

FINS

ANGEL OAK FINL STRATEGIES IN

10.66%

Shares79.2K

Event2026-03-31

Filed2026-04-14

MBIN

MERCHANTS BANCORP IND

-4.66%

Shares22.9K

Event2026-03-31

Filed2026-04-14

IUSB

ISHARES TR

-0.52%

Shares20.6K

Event2026-03-31

Filed2026-04-14

IDEV

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-14

MCHP

MICROCHIP TECHNOLOGY INC.

1.30%

Shares14.3K

Event2026-03-31

Filed2026-04-14

SBUX

STARBUCKS CORP

16.92%

Shares10.1K

Event2026-03-31

Filed2026-04-14

MGA

MAGNA INTL INC

-6.70%

Shares16.2K

Event2026-03-31

Filed2026-04-14

AYI

ACUITY INC

1.26%

Shares3.2K

Event2026-03-31

Filed2026-04-14

KROGER CO

8.81%

Shares12.2K

Event2026-03-31

Filed2026-04-14

GWW

WW GRAINGER INC

-4.22%

Shares794

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

0.00%

Shares925

Event2026-03-31

Filed2026-04-14

MSM

MSC INDL DIRECT INC

-5.30%

Shares9.0K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

-0.30%

Shares2.6K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

-0.84%

Shares6.6K

Event2026-03-31

Filed2026-04-14

FTLS

FIRST TR EXCH TRADED FD III

16.47%

Shares11.5K

Event2026-03-31

Filed2026-04-14

SNA

SNAP ON INC

-3.78%

Shares2.2K

Event2026-03-31

Filed2026-04-14

LYB

LYONDELLBASELL INDUSTRIES NV

-26.55%

Shares9.3K

Event2026-03-31

Filed2026-04-14

REET

ISHARES TR

6.10%

Shares29.6K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

-0.17%

Shares10.6K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

5.48%

Shares3.5K

Event2026-03-31

Filed2026-04-14

CITIGROUP INC

-0.64%

Shares6.4K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

-2.99%

Shares10.7K

Event2026-03-31

Filed2026-04-14

LEVI

LEVI STRAUSS & CO NEW

-7.80%

Shares37.6K

Event2026-03-31

Filed2026-04-14

LRGF

ISHARES TR

-0.01%

Shares10.5K

Event2026-03-31

Filed2026-04-14

USMV

ISHARES TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

8.81%

Shares2.5K

Event2026-03-31

Filed2026-04-14

CHH

CHOICE HOTELS INTL INC

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-14

BITB

BITWISE BITCOIN ETF TR

21.50%

Shares17.4K

Event2026-03-31

Filed2026-04-14

NCZ

VIRTUS CONVERTIBLE & INC FD

20.96%

Shares47.3K

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

-0.02%

Shares21.3K

Event2026-03-31

Filed2026-04-14

DHR

DANAHER CORP DEL

20.35%

Shares3.1K

Event2026-03-31

Filed2026-04-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-14

GLW

CORNING INC

0.96%

Shares4.2K

Event2026-03-31

Filed2026-04-14

RFV

INVESCO EXCHANGE TRADED FD T

-0.05%

Shares4.2K

Event2026-03-31

Filed2026-04-14

GILD

GILEAD SCIENCES INC

-7.31%

Shares3.8K

Event2026-03-31

Filed2026-04-14

FMNB

FARMERS NATIONAL BANC CORP

0.12%

Shares39.7K

Event2026-03-31

Filed2026-04-14

MMM

3M CO

-0.36%

Shares3.6K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

-0.08%

Shares4.9K

Event2026-03-31

Filed2026-04-14

CELANESE CORP DEL

3.70%

Shares7.5K

Event2026-03-31

Filed2026-04-14

EWBC

EAST WEST BANCORP INC

-5.67%

Shares4.6K

Event2026-03-31

Filed2026-04-14

SONY

SONY GROUP CORP

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-14

RZV

INVESCO EXCHANGE TRADED FD T

-0.10%

Shares3.8K

Event2026-03-31

Filed2026-04-14

AON PLC

-2.68%

Shares1.5K

Event2026-03-31

Filed2026-04-14

AVY

AVERY DENNISON CORP

-2.28%

Shares2.7K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

60.92%

Shares700

Event2026-03-31

Filed2026-04-14

TROW

PRICE T ROWE GROUP INC

17.27%

Shares4.8K

Event2026-03-31

Filed2026-04-14

MELI

MERCADOLIBRE INC

-3.49%

Shares249

Event2026-03-31

Filed2026-04-14

ETHW

BITWISE ETHEREUM ETF

57.68%

Shares27.5K

Event2026-03-31

Filed2026-04-14

DIS

DISNEY WALT CO

27.44%

Shares4.2K

Event2026-03-31

Filed2026-04-14

AT&T INC

0.73%

Shares13.8K

Event2026-03-31

Filed2026-04-14

UNILEVER PLC

-0.47%

Shares6.9K

Event2026-03-31

Filed2026-04-14

AVK

ADVENT CONV & INCOME FD

0.00%

Shares34.8K

Event2026-03-31

Filed2026-04-14

BAH

BOOZ ALLEN HAMILTON HLDG COR

21.07%

Shares5.0K

Event2026-03-31

Filed2026-04-14

AOA

ISHARES TR

9.23%

Shares4.4K

Event2026-03-31

Filed2026-04-14

FIRSTENERGY CORP

-5.23%

Shares7.6K

Event2026-03-31

Filed2026-04-14

SPYV

SPDR SERIES TRUST

-0.06%

Shares6.4K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

-1.69%

Shares4.0K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-14

SPLB

SPDR SERIES TRUST

-0.81%

Shares15.9K

Event2026-03-31

Filed2026-04-14

EBC

EASTERN BANKSHARES INC

-0.76%

Shares18.0K

Event2026-03-31

Filed2026-04-14

PPL

PPL CORP

-2.65%

Shares9.0K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

38.53%

Shares1.9K

Event2026-03-31

Filed2026-04-14

GDX

VANECK ETF TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-14

LOW

LOWES COS INC

46.50%

Shares1.4K

Event2026-03-31

Filed2026-04-14

AEIS

ADVANCED ENERGY INDS

-4.35%

Shares989

Event2026-03-31

Filed2026-04-14

PCMM

BONDBLOXX ETF TRUST

New

Shares6.3K

Event2026-03-31

Filed2026-04-14

CARR

CARRIER GLOBAL CORPORATION

-0.04%

Shares5.4K

Event2026-03-31

Filed2026-04-14

VDE

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

-9.96%

Shares2.0K

Event2026-03-31

Filed2026-04-14

PFE

PFIZER INC

0.30%

Shares10.6K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

2.20%

Shares930

Event2026-03-31

Filed2026-04-14

MAC

MACERICH CO

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-14

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-14

THNQ

EXCHANGE TRADED CONCEPTS TRU

49.89%

Shares4.7K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

0.00%

Shares481

Event2026-03-31

Filed2026-04-14

AIQ

GLOBAL X FDS

49.40%

Shares5.9K

Event2026-03-31

Filed2026-04-14

FSLY

FASTLY INC

-22.80%

Shares9.5K

Event2026-03-31

Filed2026-04-14