Sponsored
The Analysis of TWIN PEAKS WEALTH ADVISORS, LLC's Holdings & P&L
Currently, TWIN PEAKS WEALTH ADVISORS, LLC holds 2369 types of securities in its portfolio with a total value $397.1M. In the most recent quarter, they have increased their positions in IVV (+8.1K shares, valued at $5.3M), EFG (+44.4K shares, valued at $4.9M), IDEF (+109.0K shares, valued at $3.6M); decreased their positions in OEF (-20.8K shares, valued at $6.6M), ITA (-8.8K shares, valued at $1.9M), N/A (-16.0K shares, valued at $1.4M); initiated new positions in EFG (+44.4K shares, valued at $4.9M), IDEF (+109.0K shares, valued at $3.6M), BLCR (+82.5K shares, valued at $3.4M).
1M P&L
+10.8M+2.63%
3M P&L
+9.2M+2.22%
HY P&L
+23.2M+5.82%
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/A262.5M
71.2%
2Consumer Electronics19.0M
5.2%
3Semiconductors15.0M
4.1%
Top Industries by Stock Count
1N/A397 stocks
17.8%
2Banks - Regional119 stocks
5.3%
3Biotechnology102 stocks
4.6%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
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FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF132.2K shares139.66%2026-03-312026-05-08
Sponsored
ALPHA ARCHITECT US EQUITY 2 ETF ALPHA ARCHITECT US EQUITY 2 ETF49.1K shares0.00%2026-03-312026-05-08
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW3.4K shares1.42%2026-03-312026-05-08
Sponsored
Sponsored
FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF51.9K shares106.26%2026-03-312026-05-08
Sponsored
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF44.2K shares-0.77%2026-03-312026-05-08
Sponsored
Sponsored
ROBT FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF13.4K shares31.37%2026-03-312026-05-08
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Sponsored
Sponsored
Sponsored
Sponsored
XSOE WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND7.7K shares0.00%2026-03-312026-05-08
Sponsored
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX1.7K sharesnew addition2026-03-312026-05-08
Sponsored
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Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
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Sponsored
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Sponsored
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DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST233 sharesnew addition2026-03-312026-05-08
Sponsored
XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF2.3K sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF1.9K sharesnew addition2026-03-312026-05-08
FDD FIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND4.2K sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A350 sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
BBHY JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF1.4K sharesnew addition2026-03-312026-05-08
Sponsored
LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF1.2K sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
LEGR FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF1.0K sharesnew addition2026-03-312026-05-08
Sponsored
KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF1.2K sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF482 sharesnew addition2026-03-312026-05-08
Sponsored
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS134 sharesnew addition2026-03-312026-05-08
NATIONAL GRID PLC SPONSORED ADR NE NATIONAL GRID PLC SPONSORED ADR NE609 sharesnew addition2026-03-312026-05-08
Sponsored
XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF460 sharesnew addition2026-03-312026-05-08
Sponsored
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND1.0K sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
Sponsored
FXR FIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND500 sharesnew addition2026-03-312026-05-08
Sponsored
Sponsored
Sponsored
AAPL
6.28%APPLE INC COM
Shares74.6K
Event2026-03-31
Filed2026-05-08
IVV
51.39%ISHARES CORE S&P 500 ETF
Shares24.0K
Event2026-03-31
Filed2026-05-08
IVE
2.54%ISHARES S&P 500 VALUE ETF
Shares55.1K
Event2026-03-31
Filed2026-05-08
NVDA
45.15%NVIDIA CORPORATION COM
Shares65.5K
Event2026-03-31
Filed2026-05-08
IVW
17.73%ISHARES S&P 500 GROWTH ETF
Shares91.1K
Event2026-03-31
Filed2026-05-08
IEMG
4.60%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares147.1K
Event2026-03-31
Filed2026-05-08
DYNF
-6.08%ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
Shares174.4K
Event2026-03-31
Filed2026-05-08
IUSB
15.73%ISHARES CORE TOTAL USD BOND MARKET ETF
Shares204.6K
Event2026-03-31
Filed2026-05-08
BUFR
4.30%FT VEST LADDERED BUFFER ETF
Shares264.0K
Event2026-03-31
Filed2026-05-08
META
-3.64%META PLATFORMS INC CL A
Shares14.7K
Event2026-03-31
Filed2026-05-08
FIXD
4.75%FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF
Shares189.8K
Event2026-03-31
Filed2026-05-08
EFV
8.56%ISHARES MSCI EAFE VALUE ETF
Shares110.7K
Event2026-03-31
Filed2026-05-08
FTSM
7.43%FIRST TRUST ENHANCED SHORT MATURITY ETF
Shares135.9K
Event2026-03-31
Filed2026-05-08
AMZN
-4.04%AMAZON COM INC COM
Shares33.2K
Event2026-03-31
Filed2026-05-08
UCON
9.33%FIRST TRUST SMITH UNCONSTRAINED BOND ETF
Shares263.2K
Event2026-03-31
Filed2026-05-08
FPX
0.75%FIRST TRUST US EQUITY OPPORTUNITIES ETF
Shares35.1K
Event2026-03-31
Filed2026-05-08
MSFT
-1.39%MICROSOFT CORP COM
Shares14.5K
Event2026-03-31
Filed2026-05-08
VANGUARD S&P 500 ETF
22.34%VANGUARD S&P 500 ETF
Shares8.9K
Event2026-03-31
Filed2026-05-08
SPY
-0.22%STATE STREET SPDR S&P 500 ETF
Shares8.2K
Event2026-03-31
Filed2026-05-08
QUAL
8.03%ISHARES MSCI USA QUALITY FACTOR ETF
Shares26.2K
Event2026-03-31
Filed2026-05-08
BAI
16.21%ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
Shares152.1K
Event2026-03-31
Filed2026-05-08
EFG
NewISHARES MSCI EAFE GROWTH ETF
Shares44.4K
Event2026-03-31
Filed2026-05-08
FPE
-3.97%FIRST TRUST PREFERRED SECURITIES & INCOME ETF
Shares265.7K
Event2026-03-31
Filed2026-05-08
CIBR
6.53%FIRST TRUST NASDAQ CYBERSECURITY ETF
Shares74.5K
Event2026-03-31
Filed2026-05-08
INVESCO QQQ TRUST SERIES I
-0.33%INVESCO QQQ TRUST SERIES I
Shares8.0K
Event2026-03-31
Filed2026-05-08
THRO
18.92%ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
Shares126.4K
Event2026-03-31
Filed2026-05-08
ALPHABET INC CAP STK CL C
-4.50%ALPHABET INC CAP STK CL C
Shares15.4K
Event2026-03-31
Filed2026-05-08
MTUM
21.39%ISHARES MSCI USA MOMENTUM FACTOR ETF
Shares18.1K
Event2026-03-31
Filed2026-05-08
TLH
26.56%ISHARES 10-20 YEAR TREASURY BOND ETF
Shares41.8K
Event2026-03-31
Filed2026-05-08
GOVT
124.28%ISHARES U.S. TREASURY BOND ETF
Shares177.5K
Event2026-03-31
Filed2026-05-08
BUFQ
5.57%FT VEST LADDERED NASDAQ BUFFER ETF
Shares103.8K
Event2026-03-31
Filed2026-05-08
IDEF
NewISHARES DEFENSE INDUSTRIALS ACTIVE ETF
Shares109.0K
Event2026-03-31
Filed2026-05-08
BLCR
NewISHARES LARGE CAP CORE ACTIVE ETF
Shares82.5K
Event2026-03-31
Filed2026-05-08
ALPHABET INC CAP STK CL A
0.62%ALPHABET INC CAP STK CL A
Shares11.6K
Event2026-03-31
Filed2026-05-08
ACWX
13.14%ISHARES MSCI ACWI EX U.S. ETF
Shares43.3K
Event2026-03-31
Filed2026-05-08
TSLA
-3.39%TESLA INC COM
Shares7.7K
Event2026-03-31
Filed2026-05-08
FIIG
139.66%FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF
Shares132.2K
Event2026-03-31
Filed2026-05-08
VXUS
5.75%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares34.6K
Event2026-03-31
Filed2026-05-08
FDN
-11.65%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares11.3K
Event2026-03-31
Filed2026-05-08
VTI
20.25%VANGUARD TOTAL STOCK MARKET ETF
Shares8.0K
Event2026-03-31
Filed2026-05-08
MBB
14.00%ISHARES MBS ETF
Shares26.7K
Event2026-03-31
Filed2026-05-08
RDVY
9.47%FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
Shares36.6K
Event2026-03-31
Filed2026-05-08
SPYM
7.07%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares32.1K
Event2026-03-31
Filed2026-05-08
JIRE
163.52%JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
Shares31.0K
Event2026-03-31
Filed2026-05-08
IAGG
23.14%ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
Shares45.8K
Event2026-03-31
Filed2026-05-08
ALPHA ARCHITECT US EQUITY 2 ETF
0.00%ALPHA ARCHITECT US EQUITY 2 ETF
Shares49.1K
Event2026-03-31
Filed2026-05-08
IWF
6.99%ISHARES RUSSELL 1000 GROWTH ETF
Shares5.1K
Event2026-03-31
Filed2026-05-08
FPXI
0.14%FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF
Shares35.3K
Event2026-03-31
Filed2026-05-08
FTSL
-5.11%FIRST TRUST SENIOR LOAN FUND
Shares46.6K
Event2026-03-31
Filed2026-05-08
BBUS
0.01%JPMORGAN BETABUILDERS U.S. EQUITY ETF
Shares15.8K
Event2026-03-31
Filed2026-05-08
BROADCOM INC COM
4.47%BROADCOM INC COM
Shares5.7K
Event2026-03-31
Filed2026-05-08
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.42%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares3.4K
Event2026-03-31
Filed2026-05-08
QQQM
2.56%INVESCO NASDAQ 100 ETF
Shares6.6K
Event2026-03-31
Filed2026-05-08
VO
0.04%VANGUARD MID-CAP ETF
Shares5.4K
Event2026-03-31
Filed2026-05-08
BINC
-4.74%ISHARES FLEXIBLE INCOME ACTIVE ETF
Shares29.4K
Event2026-03-31
Filed2026-05-08
PTRB
-3.24%PGIM TOTAL RETURN BOND ETF
Shares35.2K
Event2026-03-31
Filed2026-05-08
IWD
2.91%ISHARES RUSSELL 1000 VALUE ETF
Shares6.8K
Event2026-03-31
Filed2026-05-08
BND
12.41%VANGUARD TOTAL BOND MARKET ETF
Shares19.4K
Event2026-03-31
Filed2026-05-08
SDVY
NewFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
Shares35.7K
Event2026-03-31
Filed2026-05-08
ISHARES GOLD TRUST
-52.04%ISHARES GOLD TRUST
Shares14.7K
Event2026-03-31
Filed2026-05-08
GEW
0.00%CAMBRIA GLOBAL EW ETF
Shares25.6K
Event2026-03-31
Filed2026-05-08
JAVA
-0.18%JPMORGAN ACTIVE VALUE ETF
Shares17.3K
Event2026-03-31
Filed2026-05-08
FBND
-0.78%FIDELITY TOTAL BOND ETF
Shares27.1K
Event2026-03-31
Filed2026-05-08
JGRO
9.16%JPMORGAN ACTIVE GROWTH ETF
Shares13.5K
Event2026-03-31
Filed2026-05-08
SKYY
-0.68%FIRST TRUST CLOUD COMPUTING ETF
Shares10.4K
Event2026-03-31
Filed2026-05-08
LLY
2.83%ELI LILLY & CO COM
Shares1.2K
Event2026-03-31
Filed2026-05-08
VWO
115.14%VANGUARD FTSE EMERGING MARKETS ETF
Shares20.0K
Event2026-03-31
Filed2026-05-08
VB
0.92%VANGUARD SMALL-CAP ETF
Shares4.1K
Event2026-03-31
Filed2026-05-08
FTCS
-1.65%FIRST TRUST CAPITAL STRENGTH ETF
Shares11.3K
Event2026-03-31
Filed2026-05-08
ILCG
4.84%ISHARES MORNINGSTAR GROWTH ETF
Shares10.9K
Event2026-03-31
Filed2026-05-08
FSIG
106.26%FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF
Shares51.9K
Event2026-03-31
Filed2026-05-08
BUFD
9.42%FT VEST LADDERED DEEP BUFFER ETF
Shares33.4K
Event2026-03-31
Filed2026-05-08
AMD
-4.21%ADVANCED MICRO DEVICES INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-08
JCPB
-1.20%JPMORGAN CORE PLUS BOND ETF
Shares19.4K
Event2026-03-31
Filed2026-05-08
JBND
-2.66%JPMORGAN ACTIVE BOND ETF
Shares16.9K
Event2026-03-31
Filed2026-05-08
FPEI
-0.77%FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF
Shares44.2K
Event2026-03-31
Filed2026-05-08
MCK
0.98%MCKESSON CORP COM
Shares929
Event2026-03-31
Filed2026-05-08
VONE
-0.59%VANGUARD RUSSELL 1000 ETF
Shares2.7K
Event2026-03-31
Filed2026-05-08
CALF
-1.64%PACER US SMALL CAP CASH COWS ETF
Shares17.5K
Event2026-03-31
Filed2026-05-08
FTXL
14.06%FIRST TRUST NASDAQ SEMICONDUCTOR ETF
Shares5.3K
Event2026-03-31
Filed2026-05-08
TXN
-22.76%TEXAS INSTRS INC COM
Shares4.0K
Event2026-03-31
Filed2026-05-08
COST
-4.61%COSTCO WHOLESALE CORPORATION COM
Shares766
Event2026-03-31
Filed2026-05-08
IWS
1.15%ISHARES RUSSELL MID-CAP VALUE ETF
Shares5.2K
Event2026-03-31
Filed2026-05-08
IWP
3.46%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares5.9K
Event2026-03-31
Filed2026-05-08
VEA
109.26%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares11.5K
Event2026-03-31
Filed2026-05-08
KLAC
-1.18%KLA CORP COM NEW
Shares501
Event2026-03-31
Filed2026-05-08
JPM
0.41%JPMORGAN CHASE & CO COM
Shares2.5K
Event2026-03-31
Filed2026-05-08
PJIO
0.63%PGIM JENNISON INTERNATIONAL OPPORTUNITIES ETF
Shares13.0K
Event2026-03-31
Filed2026-05-08
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares1.0K
Event2026-03-31
Filed2026-05-08
JNJ
8.38%JOHNSON & JOHNSON COM
Shares2.8K
Event2026-03-31
Filed2026-05-08
ABBV
3.15%ABBVIE INC COM
Shares3.1K
Event2026-03-31
Filed2026-05-08
NFLX
8.88%NETFLIX INC. COM
Shares6.8K
Event2026-03-31
Filed2026-05-08
WMT
3.66%WALMART INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-08
ROBT
31.37%FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF
Shares13.4K
Event2026-03-31
Filed2026-05-08
XOM
11.09%EXXON MOBIL CORP COM
Shares3.6K
Event2026-03-31
Filed2026-05-08
CRM
-5.48%SALESFORCE INC COM
Shares3.3K
Event2026-03-31
Filed2026-05-08
PANW
202.31%PALO ALTO NETWORKS INC COM
Shares3.8K
Event2026-03-31
Filed2026-05-08
TSM
12.40%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares1.8K
Event2026-03-31
Filed2026-05-08
FID
1.23%FIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF
Shares27.0K
Event2026-03-31
Filed2026-05-08
IJH
-3.68%ISHARES CORE S&P MID-CAP ETF
Shares8.3K
Event2026-03-31
Filed2026-05-08
OEF
-92.28%ISHARES S&P 100 ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
FVD
0.00%FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
Shares11.8K
Event2026-03-31
Filed2026-05-08
BBAG
-4.68%JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
Shares11.7K
Event2026-03-31
Filed2026-05-08
FAS
NewDIREXION DAILY FINANCIAL BULL 3X ETF
Shares4.5K
Event2026-03-31
Filed2026-05-08
XSHQ
-0.42%INVESCO S&P SMALLCAP QUALITY ETF
Shares12.7K
Event2026-03-31
Filed2026-05-08
V
-4.06%VISA INC COM CL A
Shares1.8K
Event2026-03-31
Filed2026-05-08
CRWD
5.08%CROWDSTRIKE HLDGS INC CL A
Shares1.4K
Event2026-03-31
Filed2026-05-08
FTRB
-1.84%FEDERATED HERMES TOTAL RETURN BOND ETF
Shares20.9K
Event2026-03-31
Filed2026-05-08
AMAT
-3.33%APPLIED MATLS INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-08
XMHQ
-0.16%INVESCO S&P MIDCAP QUALITY ETF
Shares4.9K
Event2026-03-31
Filed2026-05-08
FDL
-2.05%FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
Shares10.0K
Event2026-03-31
Filed2026-05-08
CMF
-6.54%ISHARES CALIFORNIA MUNI BOND ETF
Shares8.4K
Event2026-03-31
Filed2026-05-08
INTU
-8.18%INTUIT COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
IUSG
1.43%ISHARES CORE S&P U.S. GROWTH ETF
Shares3.1K
Event2026-03-31
Filed2026-05-08
SCHZ
67.59%SCHWAB US AGGREGATE BOND ETF
Shares19.6K
Event2026-03-31
Filed2026-05-08
XLP
-0.27%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares5.5K
Event2026-03-31
Filed2026-05-08
UNH
5.06%UNITEDHEALTH GROUP INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-08
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares515
Event2026-03-31
Filed2026-05-08
T
11.51%AT&T INC COM
Shares13.7K
Event2026-03-31
Filed2026-05-08
FBT
0.00%FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
Shares1.9K
Event2026-03-31
Filed2026-05-08
MCD
1.89%MCDONALDS CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-08
MU
14.24%MICRON TECHNOLOGY INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
MA
3.22%MASTERCARD INCORPORATED CL A
Shares738
Event2026-03-31
Filed2026-05-08
OPEN
0.00%OPENDOOR TECHNOLOGIES INC COM
Shares78.7K
Event2026-03-31
Filed2026-05-08
CAT
10.21%CATERPILLAR INC COM
Shares518
Event2026-03-31
Filed2026-05-08
SOXQ
2.08%INVESCO PHLX SEMICONDUCTOR ETF
Shares6.1K
Event2026-03-31
Filed2026-05-08
SPYV
-25.37%STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
Shares6.2K
Event2026-03-31
Filed2026-05-08
ORCL
-11.55%ORACLE CORP COM
Shares2.3K
Event2026-03-31
Filed2026-05-08
CSCO
11.67%CISCO SYS INC COM
Shares4.4K
Event2026-03-31
Filed2026-05-08
ASML
24.39%ASML HLDG NV N Y REGISTRY SHS
Shares255
Event2026-03-31
Filed2026-05-08
BOND
8.33%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares3.6K
Event2026-03-31
Filed2026-05-08
HOOD
6.82%ROBINHOOD MKTS INC COM CL A
Shares4.8K
Event2026-03-31
Filed2026-05-08
PLTR
7.06%PALANTIR TECHNOLOGIES INC CL A
Shares2.2K
Event2026-03-31
Filed2026-05-08
PG
2.40%PROCTER & GAMBLE CO COM
Shares2.2K
Event2026-03-31
Filed2026-05-08
CVX
13.77%CHEVRON CORPORATION COM
Shares1.5K
Event2026-03-31
Filed2026-05-08
SHOP
-9.84%SHOPIFY INC CL A SUB VTG SHS
Shares2.6K
Event2026-03-31
Filed2026-05-08
XSOE
0.00%WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
Shares7.7K
Event2026-03-31
Filed2026-05-08
GE AEROSPACE COM NEW
4.27%GE AEROSPACE COM NEW
Shares1.1K
Event2026-03-31
Filed2026-05-08
ITOT
NewISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares2.1K
Event2026-03-31
Filed2026-05-08
IWB
11.26%ISHARES RUSSELL 1000 ETF
Shares850
Event2026-03-31
Filed2026-05-08
KO
3.35%COCA COLA CO COM
Shares3.9K
Event2026-03-31
Filed2026-05-08
BAC
4.72%BANK OF AMER CORP COM
Shares6.0K
Event2026-03-31
Filed2026-05-08
IWR
14.01%ISHARES RUSSELL MIDCAP ETF
Shares3.0K
Event2026-03-31
Filed2026-05-08
LCTU
0.34%ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
Shares4.1K
Event2026-03-31
Filed2026-05-08
VTEC
0.00%VANGUARD CALIFORNIA TAX-EXEMPT BOND ETF
Shares2.9K
Event2026-03-31
Filed2026-05-08
CORO
NewISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
Shares8.6K
Event2026-03-31
Filed2026-05-08
GRID
NewFIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
Shares1.7K
Event2026-03-31
Filed2026-05-08
JTEK
5.43%JPMORGAN U.S. TECH LEADERS ETF
Shares3.5K
Event2026-03-31
Filed2026-05-08
LAM RESEARCH CORP COM NEW
19.73%LAM RESEARCH CORP COM NEW
Shares1.3K
Event2026-03-31
Filed2026-05-08
MERCK & CO INC COM
11.95%MERCK & CO INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-08
UBER
0.33%UBER TECHNOLOGIES INC COM
Shares3.7K
Event2026-03-31
Filed2026-05-08
GEV
13.11%GE VERNOVA INC COM
Shares302
Event2026-03-31
Filed2026-05-08
DASH
-4.21%DOORDASH INC CL A
Shares1.8K
Event2026-03-31
Filed2026-05-08
WFC
-4.95%WELLS FARGO & CO COM
Shares3.2K
Event2026-03-31
Filed2026-05-08
RTX
7.91%RTX CORPORATION COM
Shares1.3K
Event2026-03-31
Filed2026-05-08
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
JGLO
3.57%JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF
Shares3.8K
Event2026-03-31
Filed2026-05-08
IBM
1.99%INTERNATIONAL BUSINESS MACHS COM
Shares1.0K
Event2026-03-31
Filed2026-05-08
IJR
1.11%ISHARES CORE S&P SMALL CAP ETF
Shares2.0K
Event2026-03-31
Filed2026-05-08
BIV
NewVANGUARD INTERMEDIATE-TERM BOND ETF
Shares3.2K
Event2026-03-31
Filed2026-05-08
COWZ
0.05%PACER US CASH COWS 100 ETF
Shares3.9K
Event2026-03-31
Filed2026-05-08
PWZ
0.00%INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF
Shares10.1K
Event2026-03-31
Filed2026-05-08
HD
-15.81%HOME DEPOT INC COM
Shares724
Event2026-03-31
Filed2026-05-08
SYSB
4.37%ISHARES SYSTEMATIC BOND ETF
Shares2.7K
Event2026-03-31
Filed2026-05-08
PM
3.08%PHILIP MORRIS INTL INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-08
GILD
2.67%GILEAD SCIENCES INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-08
MDB
0.42%MONGODB INC CL A
Shares955
Event2026-03-31
Filed2026-05-08
NOW
1.32%SERVICENOW INC COM
Shares2.2K
Event2026-03-31
Filed2026-05-08
VZ
NewVERIZON COMMUNICATIONS INC COM
Shares4.5K
Event2026-03-31
Filed2026-05-08
TJX
NewTJX COS INC NEW COM
Shares1.4K
Event2026-03-31
Filed2026-05-08
WM
NewWASTE MGMT INC DEL COM
Shares946
Event2026-03-31
Filed2026-05-08
MS
-1.87%MORGAN STANLEY COM NEW
Shares1.3K
Event2026-03-31
Filed2026-05-08
AXP
3.64%AMERICAN EXPRESS CO COM
Shares711
Event2026-03-31
Filed2026-05-08
EFA
NewISHARES MSCI EAFE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-08
IPO
0.00%RENAISSANCE IPO ETF
Shares5.1K
Event2026-03-31
Filed2026-05-08
VUG
0.00%VANGUARD GROWTH ETF
Shares486
Event2026-03-31
Filed2026-05-08
MISL
NewFIRST TRUST INDXX AEROSPACE & DEFENSE ETF
Shares4.7K
Event2026-03-31
Filed2026-05-08
BSV
0.00%VANGUARD SHORT-TERM BOND ETF
Shares2.7K
Event2026-03-31
Filed2026-05-08
SNOW
0.15%SNOWFLAKE INC COM SHS
Shares1.4K
Event2026-03-31
Filed2026-05-08
INTC
14.38%INTEL CORP COM
Shares4.6K
Event2026-03-31
Filed2026-05-08
ILCV
NewISHARES MORNINGSTAR VALUE ETF
Shares2.2K
Event2026-03-31
Filed2026-05-08
WDAY
NewWORKDAY INC CL A
Shares1.6K
Event2026-03-31
Filed2026-05-08
APH
-0.25%AMPHENOL CORP CL A
Shares1.6K
Event2026-03-31
Filed2026-05-08
LINDE PLC SHS
NewLINDE PLC SHS
Shares400
Event2026-03-31
Filed2026-05-08
COIN
NewCOINBASE GLOBAL INC COM CL A
Shares1.1K
Event2026-03-31
Filed2026-05-08
ADI
NewANALOG DEVICES INC COM
Shares617
Event2026-03-31
Filed2026-05-08
SPG
0.96%SIMON PPTY GROUP INC NEW COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
VCIT
NewVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
GSLC
0.52%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-08
DIS
-7.77%DISNEY WALT CO COM
Shares2.0K
Event2026-03-31
Filed2026-05-08
CITIGROUP INC COM NEW
0.06%CITIGROUP INC COM NEW
Shares1.7K
Event2026-03-31
Filed2026-05-08
NVS
NewNOVARTIS AG SPONSORED ADR
Shares1.2K
Event2026-03-31
Filed2026-05-08
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares7.6K
Event2026-03-31
Filed2026-05-08
SPMO
-4.41%INVESCO S&P 500 MOMENTUM ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
AGG
NewISHARES CORE U.S. AGGREGATE BOND ETF
Shares1.9K
Event2026-03-31
Filed2026-05-08
NEE
NewNEXTERA ENERGY INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-08
AVEM
-56.74%AVANTIS EMERGING MARKETS EQUITY ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
IBIT
NewISHARES BITCOIN TRUST ETF
Shares4.7K
Event2026-03-31
Filed2026-05-08
COP
NewCONOCOPHILLIPS COM
Shares1.4K
Event2026-03-31
Filed2026-05-08
AMGN
NewAMGEN INC COM
Shares509
Event2026-03-31
Filed2026-05-08
MCO
-56.85%MOODYS CORP COM
Shares406
Event2026-03-31
Filed2026-05-08
ASTRAZENECA PLC ORD
-19.13%ASTRAZENECA PLC ORD
Shares896
Event2026-03-31
Filed2026-05-08
LITE
NewLUMENTUM HLDGS INC COM
Shares250
Event2026-03-31
Filed2026-05-08
SHEL
NewSHELL PLC SPON ADS
Shares1.9K
Event2026-03-31
Filed2026-05-08
XLK
NewSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares1.3K
Event2026-03-31
Filed2026-05-08
IVLU
NewISHARES MSCI INTL VALUE FACTOR ETF
Shares4.4K
Event2026-03-31
Filed2026-05-08
BLACKSTONE INC COM
NewBLACKSTONE INC COM
Shares1.5K
Event2026-03-31
Filed2026-05-08
TMO
NewTHERMO FISHER SCIENTIFIC INC COM
Shares352
Event2026-03-31
Filed2026-05-08
PEP
NewPEPSICO INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
FCAL
NewFIRST TRUST CALIFORNIA MUNICIPAL HIGH INCOME ETF
Shares3.5K
Event2026-03-31
Filed2026-05-08
ABNB
NewAIRBNB INC COM CL A
Shares1.3K
Event2026-03-31
Filed2026-05-08
IYW
NewISHARES U.S. TECHNOLOGY ETF
Shares927
Event2026-03-31
Filed2026-05-08
ISRG
NewINTUITIVE SURGICAL INC COM NEW
Shares361
Event2026-03-31
Filed2026-05-08
HSBC
NewHSBC HLDGS PLC SPON ADR NEW
Shares2.0K
Event2026-03-31
Filed2026-05-08
ADBE
-30.95%ADOBE INC COM
Shares667
Event2026-03-31
Filed2026-05-08
EMGF
NewISHARES EMERGING MARKETS EQUITY FACTOR ETF
Shares2.7K
Event2026-03-31
Filed2026-05-08
ARISTA NETWORKS INC COM SHS
NewARISTA NETWORKS INC COM SHS
Shares1.3K
Event2026-03-31
Filed2026-05-08
EATON CORP PLC SHS
NewEATON CORP PLC SHS
Shares451
Event2026-03-31
Filed2026-05-08
IEFA
NewISHARES CORE MSCI EAFE ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
XLF
NewSTATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares3.2K
Event2026-03-31
Filed2026-05-08
TWLO
-68.78%TWILIO INC CL A
Shares1.2K
Event2026-03-31
Filed2026-05-08
IGV
NewISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares2.0K
Event2026-03-31
Filed2026-05-08
GNMA
NewISHARES GNMA BOND ETF
Shares3.5K
Event2026-03-31
Filed2026-05-08
SHLD
NewGLOBAL X DEFENSE TECH ETF
Shares2.2K
Event2026-03-31
Filed2026-05-08
ESGU
NewISHARES ESG AWARE MSCI USA ETF
Shares1.1K
Event2026-03-31
Filed2026-05-08
PFE
NewPFIZER INC COM
Shares5.4K
Event2026-03-31
Filed2026-05-08
FDNI
NewFIRST TRUST DOW JONES INTERNATIONAL INTERNET ETF
Shares5.3K
Event2026-03-31
Filed2026-05-08
VIG
NewVANGUARD DIVIDEND APPRECIATION ETF
Shares657
Event2026-03-31
Filed2026-05-08
EUSB
NewISHARES ESG ADVANCED UNIVERSAL USD BOND ETF
Shares3.2K
Event2026-03-31
Filed2026-05-08
SBUX
NewSTARBUCKS CORP COM
Shares1.6K
Event2026-03-31
Filed2026-05-08
DOCS
NewDOXIMITY INC CL A
Shares5.9K
Event2026-03-31
Filed2026-05-08
FRI
NewFIRST TRUST S&P REIT INDEX FUND
Shares4.9K
Event2026-03-31
Filed2026-05-08
TM
NewTOYOTA MOTOR CORP ADS
Shares646
Event2026-03-31
Filed2026-05-08
VTV
NewVANGUARD VALUE ETF
Shares674
Event2026-03-31
Filed2026-05-08
ILDR
NewFIRST TRUST INNOVATION LEADERS ETF
Shares4.4K
Event2026-03-31
Filed2026-05-08
HON
NewHONEYWELL INTL INC COM
Shares583
Event2026-03-31
Filed2026-05-08
CDNS
NewCADENCE DESIGN SYSTEM INC COM
Shares473
Event2026-03-31
Filed2026-05-08
WELL
NewWELLTOWER INC COM
Shares658
Event2026-03-31
Filed2026-05-08
SNDK
NewSANDISK CORP COM
Shares203
Event2026-03-31
Filed2026-05-08
SO
NewSOUTHERN CO COM
Shares1.3K
Event2026-03-31
Filed2026-05-08
MUFG
NewMITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS
Shares7.4K
Event2026-03-31
Filed2026-05-08
APP
NewAPPLOVIN CORP COM CL A
Shares315
Event2026-03-31
Filed2026-05-08
VRTX
NewVERTEX PHARMACEUTICALS INC COM
Shares280
Event2026-03-31
Filed2026-05-08
GLW
NewCORNING INC COM
Shares918
Event2026-03-31
Filed2026-05-08
JPIE
NewJPMORGAN INCOME ETF
Shares2.7K
Event2026-03-31
Filed2026-05-08
CME
NewCME GROUP INC COM
Shares420
Event2026-03-31
Filed2026-05-08
ABT
NewABBOTT LABORATORIES COM
Shares1.2K
Event2026-03-31
Filed2026-05-08
AIRR
NewFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-08
DE
NewDEERE & CO COM
Shares219
Event2026-03-31
Filed2026-05-08
REGN
NewREGENERON PHARMACEUTICALS COM
Shares159
Event2026-03-31
Filed2026-05-08
EAGG
NewISHARES ESG AWARE US AGGREGATE BOND ETF
Shares2.6K
Event2026-03-31
Filed2026-05-08
FXH
NewFIRST TRUST HEALTH CARE ALPHADEX FUND
Shares1.1K
Event2026-03-31
Filed2026-05-08
BNDX
NewVANGUARD TOTAL INTERNATIONAL BOND ETF
Shares2.5K
Event2026-03-31
Filed2026-05-08
ARKK
NewARK INNOVATION ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
ITA
-94.08%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares555
Event2026-03-31
Filed2026-05-08
SPGI
NewS&P GLOBAL INC COM
Shares285
Event2026-03-31
Filed2026-05-08
MO
NewALTRIA GROUP INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-08
SUSC
NewISHARES ESG AWARE USD CORPORATE BOND ETF
Shares5.2K
Event2026-03-31
Filed2026-05-08
WMB
NewWILLIAMS COS INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-08
VV
NewVANGUARD LARGE-CAP ETF
Shares394
Event2026-03-31
Filed2026-05-08
SDHY
NewPGIM SHORT DUR HIG YLD OPP FD COM
Shares7.3K
Event2026-03-31
Filed2026-05-08
BXSL
NewBLACKSTONE SECD LENDING FD COMMON STOCK
Shares4.9K
Event2026-03-31
Filed2026-05-08
IEF
NewISHARES 7-10 YEAR TREASURY BOND ETF
Shares1.2K
Event2026-03-31
Filed2026-05-08
WDC
NewWESTERN DIGITAL CORP COM
Shares429
Event2026-03-31
Filed2026-05-08
BLACKROCK INC COM
NewBLACKROCK INC COM
Shares120
Event2026-03-31
Filed2026-05-08
IYE
NewISHARES U.S. ENERGY ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
SCHW
NewSCHWAB CHARLES CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-08
VLO
NewVALERO ENERGY CORP COM
Shares464
Event2026-03-31
Filed2026-05-08
O
NewREALTY INCOME CORP COM
Shares1.9K
Event2026-03-31
Filed2026-05-08
LOW
NewLOWES COS INC COM
Shares479
Event2026-03-31
Filed2026-05-08
NEM
NewNEWMONT CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-08
QCOM
NewQUALCOMM INC COM
Shares860
Event2026-03-31
Filed2026-05-08
PGR
NewPROGRESSIVE CORP COM
Shares555
Event2026-03-31
Filed2026-05-08
BTI
NewBRITISH AMERN TOB PLC SPONSORED ADR
Shares1.9K
Event2026-03-31
Filed2026-05-08
CB
NewCHUBB LTD SWITZ COM
Shares333
Event2026-03-31
Filed2026-05-08
DIA
NewSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares233
Event2026-03-31
Filed2026-05-08
DDOG
NewDATADOG INC CL A COM
Shares910
Event2026-03-31
Filed2026-05-08
DSI
NewISHARES ESG MSCI KLD 400 ETF
Shares883
Event2026-03-31
Filed2026-05-08
SAN
NewBANCO SANTANDER SA ADR
Shares9.5K
Event2026-03-31
Filed2026-05-08
PLD
NewPROLOGIS INC. COM
Shares806
Event2026-03-31
Filed2026-05-08
TT
NewTRANE TECHNOLOGIES PLC SHS
Shares255
Event2026-03-31
Filed2026-05-08
PSX
NewPHILLIPS 66 COM
Shares580
Event2026-03-31
Filed2026-05-08
PH
NewPARKER-HANNIFIN CORP COM
Shares117
Event2026-03-31
Filed2026-05-08
XTEN
NewBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
BA
NewBOEING CO COM
Shares523
Event2026-03-31
Filed2026-05-08
TSPA
NewT. ROWE PRICE U.S. EQUITY RESEARCH ETF
Shares2.5K
Event2026-03-31
Filed2026-05-08
BMY
NewBRISTOL-MYERS SQUIBB CO COM
Shares1.7K
Event2026-03-31
Filed2026-05-08
TLT
NewISHARES 20 YEAR TREASURY BOND ETF
Shares1.2K
Event2026-03-31
Filed2026-05-08
TOTALENERGIES SE ACT
NewTOTALENERGIES SE ACT
Shares1.1K
Event2026-03-31
Filed2026-05-08
HWM
NewHOWMET AEROSPACE INC COM
Shares438
Event2026-03-31
Filed2026-05-08
MAR
NewMARRIOTT INTL INC NEW CL A
Shares306
Event2026-03-31
Filed2026-05-08
UNP
NewUNION PAC CORP COM
Shares410
Event2026-03-31
Filed2026-05-08
MPC
NewMARATHON PETE CORP COM
Shares407
Event2026-03-31
Filed2026-05-08
BHP
NewBHP BILLITON LIMITED SPONSORED ADS
Shares1.4K
Event2026-03-31
Filed2026-05-08
GSK PLC SPONSORED ADR
NewGSK PLC SPONSORED ADR
Shares1.8K
Event2026-03-31
Filed2026-05-08
TMUS
NewT-MOBILE US INC COM
Shares470
Event2026-03-31
Filed2026-05-08
HLT
NewHILTON WORLDWIDE HLDGS INC COM
Shares321
Event2026-03-31
Filed2026-05-08
BABA
-39.80%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares773
Event2026-03-31
Filed2026-05-08
ICE
NewINTERCONTINENTAL EXCHANGE INC COM
Shares615
Event2026-03-31
Filed2026-05-08
IFRA
NewISHARES U.S. INFRASTRUCTURE ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
JEMA
NewJPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
BK
NewBANK NEW YORK MELLON CORP COM
Shares804
Event2026-03-31
Filed2026-05-08
DUKE ENERGY CORP NEW COM NEW
NewDUKE ENERGY CORP NEW COM NEW
Shares722
Event2026-03-31
Filed2026-05-08
SCHD
NewSCHWAB US DIVIDEND EQUITY ETF
Shares3.1K
Event2026-03-31
Filed2026-05-08
PWR
NewQUANTA SVCS INC COM
Shares170
Event2026-03-31
Filed2026-05-08
IUSV
NewISHARES CORE S&P US VALUE ETF
Shares896
Event2026-03-31
Filed2026-05-08
REM
NewISHARES MORTGAGE REAL ESTATE ETF
Shares4.2K
Event2026-03-31
Filed2026-05-08
MEDTRONIC PLC SHS
NewMEDTRONIC PLC SHS
Shares1.0K
Event2026-03-31
Filed2026-05-08
WCLD
NewWISDOMTREE CLOUD COMPUTING FUND
Shares3.3K
Event2026-03-31
Filed2026-05-08
BKNG
NewBOOKING HOLDINGS INC COM
Shares21
Event2026-03-31
Filed2026-05-08
USXF
NewISHARES ESG ADVANCED MSCI USA ETF
Shares1.6K
Event2026-03-31
Filed2026-05-08
BBVA
NewBANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR
Shares4.1K
Event2026-03-31
Filed2026-05-08
BP
NewBP PLC SPONSORED ADR
Shares1.8K
Event2026-03-31
Filed2026-05-08
RCL
NewROYAL CARIBBEAN GROUP COM
Shares311
Event2026-03-31
Filed2026-05-08
LMT
NewLOCKHEED MARTIN CORP COM
Shares141
Event2026-03-31
Filed2026-05-08
CAH
NewCARDINAL HEALTH INC COM
Shares403
Event2026-03-31
Filed2026-05-08
GBF
NewISHARES GOVERNMENT/CREDIT BOND ETF
Shares816
Event2026-03-31
Filed2026-05-08
SYK
NewSTRYKER CORPORATION COM
Shares258
Event2026-03-31
Filed2026-05-08
SMFG
NewSUMITOMO MITSUI FIN GRP INC SPONSORED ADR
Shares4.3K
Event2026-03-31
Filed2026-05-08
JQUA
NewJPMORGAN U.S. QUALITY FACTOR ETF
Shares1.4K
Event2026-03-31
Filed2026-05-08
FDMO
NewFIDELITY MOMENTUM FACTOR ETF
Shares1.0K
Event2026-03-31
Filed2026-05-08
RMD
NewRESMED INC COM
Shares365
Event2026-03-31
Filed2026-05-08
RY
NewROYAL BK CDA COM
Shares503
Event2026-03-31
Filed2026-05-08
CIEN
NewCIENA CORP COM NEW
Shares208
Event2026-03-31
Filed2026-05-08
CEG
NewCONSTELLATION ENERGY CORP COM
Shares288
Event2026-03-31
Filed2026-05-08
CGDV
NewCAPITAL GROUP DIVIDEND VALUE ETF
Shares1.9K
Event2026-03-31
Filed2026-05-08
EEM
NewISHARES MSCI EMERGING MARKETS ETF
Shares1.4K
Event2026-03-31
Filed2026-05-08
ESGE
NewISHARES ESG AWARE MSCI EM ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
ICOW
NewPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
Shares1.9K
Event2026-03-31
Filed2026-05-08
BDYN
NewISHARES DYNAMIC EQUITY ACTIVE ETF
Shares3.2K
Event2026-03-31
Filed2026-05-08
ORLY
NewOREILLY AUTOMOTIVE INC COM
Shares841
Event2026-03-31
Filed2026-05-08
GENERAL DYNAMICS CORP COM
NewGENERAL DYNAMICS CORP COM
Shares222
Event2026-03-31
Filed2026-05-08
ECL
NewECOLAB INC COM
Shares284
Event2026-03-31
Filed2026-05-08
UNILEVER PLC SPON ADR NEW
NewUNILEVER PLC SPON ADR NEW
Shares1.3K
Event2026-03-31
Filed2026-05-08
FDD
NewFIRST TRUST STOXX EUROPEAN SELECT DIVIDEND INDEX FUND
Shares4.2K
Event2026-03-31
Filed2026-05-08
COF
NewCAPITAL ONE FINL CORP COM
Shares411
Event2026-03-31
Filed2026-05-08
DGRO
NewISHARES CORE DIVIDEND GROWTH ETF
Shares1.1K
Event2026-03-31
Filed2026-05-08
ROST
NewROSS STORES INC COM
Shares342
Event2026-03-31
Filed2026-05-08
CL
NewCOLGATE PALMOLIVE CO COM
Shares863
Event2026-03-31
Filed2026-05-08
KKR & CO INC COM
NewKKR & CO INC COM
Shares785
Event2026-03-31
Filed2026-05-08
PNC
NewPNC FINL SVCS GROUP INC COM
Shares348
Event2026-03-31
Filed2026-05-08
AFL
NewAFLAC INC COM
Shares657
Event2026-03-31
Filed2026-05-08
RSG
NewREPUBLIC SVCS INC COM
Shares329
Event2026-03-31
Filed2026-05-08
HCA
NewHCA HEALTHCARE INC COM
Shares152
Event2026-03-31
Filed2026-05-08
CSX
NewCSX CORP COM
Shares1.7K
Event2026-03-31
Filed2026-05-08
SNPS
NewSYNOPSYS INC COM
Shares180
Event2026-03-31
Filed2026-05-08
XLV
NewSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares486
Event2026-03-31
Filed2026-05-08
SAP
NewSAP SE SPON ADR
Shares416
Event2026-03-31
Filed2026-05-08
DOCT
NewFT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER
Shares1.6K
Event2026-03-31
Filed2026-05-08
EQIX
NewEQUINIX INC COM
Shares72
Event2026-03-31
Filed2026-05-08
FQAL
NewFIDELITY QUALITY FACTOR ETF
Shares971
Event2026-03-31
Filed2026-05-08
JCI
NewJOHNSON CTLS INTL PLC SHS
Shares536
Event2026-03-31
Filed2026-05-08
CVS
NewCVS HEALTH CORP COM
Shares975
Event2026-03-31
Filed2026-05-08
AEP
NewAMERICAN ELEC PWR CO INC COM
Shares533
Event2026-03-31
Filed2026-05-08
ACCENTURE PLC IRELAND SHS CLASS A
NewACCENTURE PLC IRELAND SHS CLASS A
Shares350
Event2026-03-31
Filed2026-05-08
FYX
NewFIRST TRUST SMALL CAP CORE ALPHADEX FUND
Shares578
Event2026-03-31
Filed2026-05-08
ARCC
NewARES CAPITAL CORP COM
Shares3.8K
Event2026-03-31
Filed2026-05-08
CMCSA
NewCOMCAST CORP NEW CL A
Shares2.4K
Event2026-03-31
Filed2026-05-08
USB
NewUS BANCORP COM NEW
Shares1.3K
Event2026-03-31
Filed2026-05-08
APOLLO GLOBAL MGMT INC COM
NewAPOLLO GLOBAL MGMT INC COM
Shares606
Event2026-03-31
Filed2026-05-08
EA
NewELECTRONIC ARTS INC COM
Shares331
Event2026-03-31
Filed2026-05-08
GM
NewGENERAL MTRS CO COM
Shares906
Event2026-03-31
Filed2026-05-08
SCHG
NewSCHWAB U.S. LARGE-CAP GROWTH ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
FVAL
NewFIDELITY VALUE FACTOR ETF
Shares971
Event2026-03-31
Filed2026-05-08
KMI
NewKINDER MORGAN INC DEL COM
Shares2.0K
Event2026-03-31
Filed2026-05-08
OKE
NewONEOK INC NEW COM
Shares742
Event2026-03-31
Filed2026-05-08
UPST
NewUPSTART HLDGS INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-08
TRV
NewTRAVELERS COMPANIES INC COM
Shares229
Event2026-03-31
Filed2026-05-08
FCX
NewFREEPORT MCMORAN INC CL B
Shares1.1K
Event2026-03-31
Filed2026-05-08
XCEM
NewCOLUMBIA EM CORE EX-CHINA ETF
Shares1.6K
Event2026-03-31
Filed2026-05-08
CENCORA INC COM
NewCENCORA INC COM
Shares211
Event2026-03-31
Filed2026-05-08
EME
NewEMCOR GROUP INC COM
Shares89
Event2026-03-31
Filed2026-05-08
VEU
NewVANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares871
Event2026-03-31
Filed2026-05-08
CTVA
NewCORTEVA INC COM
Shares781
Event2026-03-31
Filed2026-05-08
BBHY
NewJPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-08
BSX
NewBOSTON SCIENTIFIC CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-08
DLR
NewDIGITAL RLTY TR INC COM
Shares361
Event2026-03-31
Filed2026-05-08
PYPL
NewPAYPAL HLDGS INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-08
LCTD
NewISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF
Shares1.2K
Event2026-03-31
Filed2026-05-08
AMP
NewAMERIPRISE FINL INC COM
Shares144
Event2026-03-31
Filed2026-05-08
SONY
NewSONY GROUP CORP SPONSORED ADR
Shares3.1K
Event2026-03-31
Filed2026-05-08
TAK
NewTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
Shares3.4K
Event2026-03-31
Filed2026-05-08
FXO
NewFIRST TRUST FINANCIALS ALPHADEX FUND
Shares1.1K
Event2026-03-31
Filed2026-05-08
PLXS
NewPLEXUS CORP COM
Shares310
Event2026-03-31
Filed2026-05-08
EZU
NewISHARES MSCI EUROZONE ETF
Shares998
Event2026-03-31
Filed2026-05-08
HIG
NewHARTFORD INSURANCE GROUP INC COM
Shares461
Event2026-03-31
Filed2026-05-08
BKR
NewBAKER HUGHES COMPANY CL A
Shares1.0K
Event2026-03-31
Filed2026-05-08
ICVT
NewISHARES CONVERTIBLE BOND ETF
Shares607
Event2026-03-31
Filed2026-05-08
YUM
NewYUM BRANDS INC COM
Shares395
Event2026-03-31
Filed2026-05-08
FDX
NewFEDEX CORP COM
Shares172
Event2026-03-31
Filed2026-05-08
VXF
NewVANGUARD EXTENDED MARKET ETF
Shares296
Event2026-03-31
Filed2026-05-08
WBD
NewWARNER BROS DISCOVERY INC COM SER A
Shares2.2K
Event2026-03-31
Filed2026-05-08
ENB
NewENBRIDGE INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-08
BOTZ
NewGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
LEGR
NewFIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF
Shares1.0K
Event2026-03-31
Filed2026-05-08
SNPE
NewXTRACKERS S&P 500 SCORED & SCREENED ETF
Shares1.0K
Event2026-03-31
Filed2026-05-08
MMC
NewMARSH & MCLENNAN COS INC COM
Shares343
Event2026-03-31
Filed2026-05-08
ADP
NewAUTOMATIC DATA PROCESSING INC COM
Shares292
Event2026-03-31
Filed2026-05-08
MNST
NewMONSTER BEVERAGE CORP NEW COM
Shares815
Event2026-03-31
Filed2026-05-08
FLY
NewFIREFLY AEROSPACE INC COM
Shares2.1K
Event2026-03-31
Filed2026-05-08
E
NewENI SPA SPONSORED ADR
Shares1.0K
Event2026-03-31
Filed2026-05-08
EQT CORP COM
NewEQT CORP COM
Shares915
Event2026-03-31
Filed2026-05-08
SCHB
NewSCHWAB U.S. BROAD MARKET ETF
Shares2.3K
Event2026-03-31
Filed2026-05-08
SPHQ
NewINVESCO S&P 500 QUALITY ETF
Shares769
Event2026-03-31
Filed2026-05-08
FINX
NewGLOBAL X FINTECH ETF
Shares2.5K
Event2026-03-31
Filed2026-05-08
IWM
NewISHARES RUSSELL 2000 ETF
Shares231
Event2026-03-31
Filed2026-05-08
ALL
NewALLSTATE CORP COM
Shares273
Event2026-03-31
Filed2026-05-08
KNG
NewFT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
Shares1.2K
Event2026-03-31
Filed2026-05-08
SPOT
NewSPOTIFY TECHNOLOGY S A SHS
Shares116
Event2026-03-31
Filed2026-05-08
AEM
NewAGNICO EAGLE MINES LTD COM
Shares277
Event2026-03-31
Filed2026-05-08
TD
NewTORONTO DOMINION BK ONT COM NEW
Shares599
Event2026-03-31
Filed2026-05-08
MAGS
NewROUNDHILL MAGNIFICENT SEVEN ETF
Shares954
Event2026-03-31
Filed2026-05-08
MSI
NewMOTOROLA SOLUTIONS INC COM NEW
Shares127
Event2026-03-31
Filed2026-05-08
MKSI
NewMKS INC. COM
Shares238
Event2026-03-31
Filed2026-05-08
EVUS
NewISHARES ESG AWARE MSCI USA VALUE ETF
Shares1.7K
Event2026-03-31
Filed2026-05-08
MMM
New3M CO COM
Shares372
Event2026-03-31
Filed2026-05-08
EBAY
NewEBAY INC. COM
Shares588
Event2026-03-31
Filed2026-05-08
NOC
NewNORTHROP GRUMMAN CORP COM
Shares78
Event2026-03-31
Filed2026-05-08
MCHP
NewMICROCHIP TECHNOLOGY INC. COM
Shares828
Event2026-03-31
Filed2026-05-08
IEI
NewISHARES 3-7 YEAR TREASURY BOND ETF
Shares451
Event2026-03-31
Filed2026-05-08
DHR
NewDANAHER CORP DEL COM
Shares282
Event2026-03-31
Filed2026-05-08
RIO
NewRIO TINTO PLC SPONSORED ADR
Shares573
Event2026-03-31
Filed2026-05-08
MFG
NewMIZUHO FINANCIAL GROUP INC SPONSORED ADR
Shares6.7K
Event2026-03-31
Filed2026-05-08
XLC
NewSTATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
Shares482
Event2026-03-31
Filed2026-05-08
BCS
NewBARCLAYS PLC ADR
Shares2.5K
Event2026-03-31
Filed2026-05-08
CMI
NewCUMMINS INC COM
Shares99
Event2026-03-31
Filed2026-05-08
TRP
NewTC ENERGY CORP COM
Shares843
Event2026-03-31
Filed2026-05-08
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
NewSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
Shares134
Event2026-03-31
Filed2026-05-08
EXLS
NewEXLSERVICE HLDGS INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-08
SLB
NewSLB LIMITED COM STK
Shares1.0K
Event2026-03-31
Filed2026-05-08
VRT
NewVERTIV HOLDINGS CO COM CL A
Shares206
Event2026-03-31
Filed2026-05-08
NATIONAL GRID PLC SPONSORED ADR NE
NewNATIONAL GRID PLC SPONSORED ADR NE
Shares609
Event2026-03-31
Filed2026-05-08
SRE
NewSEMPRA COM
Shares530
Event2026-03-31
Filed2026-05-08
VOT
NewVANGUARD MID-CAP GROWTH ETF
Shares200
Event2026-03-31
Filed2026-05-08
CGIE
NewCAPITAL GROUP INTERNATIONAL EQUITY ETF
Shares1.5K
Event2026-03-31
Filed2026-05-08
FTNT
NewFORTINET INC COM
Shares622
Event2026-03-31
Filed2026-05-08
ROAM
NewHARTFORD MULTIFACTOR EMERGING MARKETS ETF
Shares1.6K
Event2026-03-31
Filed2026-05-08
XEL
NewXCEL ENERGY INC COM
Shares637
Event2026-03-31
Filed2026-05-08
CTAS
NewCINTAS CORP COM
Shares298
Event2026-03-31
Filed2026-05-08
XLY
NewSTATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
Shares460
Event2026-03-31
Filed2026-05-08
HAL
NewHALLIBURTON CO COM
Shares1.3K
Event2026-03-31
Filed2026-05-08
CBOE
NewCBOE GLOBAL MKTS INC COM
Shares175
Event2026-03-31
Filed2026-05-08
AMT
NewAMERICAN TOWER CORP COM
Shares283
Event2026-03-31
Filed2026-05-08
FAST
NewFASTENAL CO COM
Shares1.0K
Event2026-03-31
Filed2026-05-08
UBS
NewUBS GROUP AG SHS
Shares1.2K
Event2026-03-31
Filed2026-05-08
QCLN
NewFIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND
Shares1.0K
Event2026-03-31
Filed2026-05-08
ITW
NewILLINOIS TOOL WKS INC COM
Shares182
Event2026-03-31
Filed2026-05-08
ING
NewING GROEP N.V. SPONSORED ADR
Shares1.8K
Event2026-03-31
Filed2026-05-08
JVAL
NewJPMORGAN U.S. VALUE FACTOR ETF US VALUE FACTOR FUND
Shares960
Event2026-03-31
Filed2026-05-08
XBI
NewSTATE STREET SPDR S&P BIOTECH ETF
Shares367
Event2026-03-31
Filed2026-05-08
ROP
NewROPER TECHNOLOGIES INC COM
Shares132
Event2026-03-31
Filed2026-05-08
D
NewDOMINION ENERGY INC COM
Shares754
Event2026-03-31
Filed2026-05-08
FAI
NewFIRST TRUST BLOOMBERG ARTIFICIAL INTELLIGENCE ETF
Shares1.3K
Event2026-03-31
Filed2026-05-08
JPIN
NewJPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF
Shares651
Event2026-03-31
Filed2026-05-08
LHX
NewL3HARRIS TECHNOLOGIES INC COM
Shares134
Event2026-03-31
Filed2026-05-08
BUD
NewANHEUSER BUSCH INBEV SA NV SPONSORED ADR
Shares663
Event2026-03-31
Filed2026-05-08
DMXF
NewISHARES ESG ADVANCED MSCI EAFE ETF
Shares609
Event2026-03-31
Filed2026-05-08
PKST
NewPEAKSTONE REALTY TRUST COMMON SHARES
Shares2.2K
Event2026-03-31
Filed2026-05-08
PAYX
NewPAYCHEX INC COM
Shares486
Event2026-03-31
Filed2026-05-08
ADSK
NewAUTODESK INC COM
Shares187
Event2026-03-31
Filed2026-05-08
NFTY
NewFIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF
Shares866
Event2026-03-31
Filed2026-05-08
EMR
NewEMERSON ELEC CO COM
Shares336
Event2026-03-31
Filed2026-05-08
FMAR
NewFT VEST US EQUITY BUFFER ETF - MARCH
Shares906
Event2026-03-31
Filed2026-05-08
MELI
NewMERCADOLIBRE INC COM
Shares25
Event2026-03-31
Filed2026-05-08
UPS
NewUNITED PARCEL SVCS INC CL B
Shares439
Event2026-03-31
Filed2026-05-08
VCSH
NewVANGUARD SHORT-TERM CORPORATE BOND ETF
Shares542
Event2026-03-31
Filed2026-05-08
AME
NewAMETEK INC COM
Shares200
Event2026-03-31
Filed2026-05-08
MTB
NewM & T BK CORP COM
Shares205
Event2026-03-31
Filed2026-05-08
WPM
NewWHEATON PRECIOUS METALS CORP COM
Shares322
Event2026-03-31
Filed2026-05-08
ALERIAN MLP ETF
NewALERIAN MLP ETF
Shares800
Event2026-03-31
Filed2026-05-08
IWL
NewISHARES RUSSELL TOP 200 ETF
Shares261
Event2026-03-31
Filed2026-05-08
LYG
NewLLOYDS BANKING GROUP PLC SPONSORED ADR
Shares8.2K
Event2026-03-31
Filed2026-05-08
HSY
NewHERSHEY CO COM
Shares199
Event2026-03-31
Filed2026-05-08
NSC
NewNORFOLK SOUTHN CORP COM
Shares144
Event2026-03-31
Filed2026-05-08
GERN
0.00%GERON CORP COM
Shares27.4K
Event2026-03-31
Filed2026-05-08
ISTB
NewISHARES CORE 1-5 YEAR USD BOND ETF
Shares843
Event2026-03-31
Filed2026-05-08
FXR
NewFIRST TRUST INDUSTRIALS/PRODUCER DURABLES ALPHADEX FUND
Shares500
Event2026-03-31
Filed2026-05-08
TRGP
NewTARGA RES CORP COM
Shares162
Event2026-03-31
Filed2026-05-08
EOG
NewEOG RES INC COM
Shares281
Event2026-03-31
Filed2026-05-08
AAAU
NewGOLDMAN SACHS PHYSICAL GOLD ETF
Shares876
Event2026-03-31
Filed2026-05-08
CHYM
NewCHIME FINL INC COM SHS CL A
Shares2.2K
Event2026-03-31
Filed2026-05-08
NDAQ
NewNASDAQ INC COM
Shares475
Event2026-03-31
Filed2026-05-08
PHM
NewPULTE GROUP INC COM
Shares342
Event2026-03-31
Filed2026-05-08
WAB
NewWABTEC COM
Shares160
Event2026-03-31
Filed2026-05-08
KEYS
NewKEYSIGHT TECHNOLOGIES INC COM
Shares142
Event2026-03-31
Filed2026-05-08
IEV
NewISHARES EUROPE ETF
Shares587
Event2026-03-31
Filed2026-05-08
CBRE
NewCBRE GROUP INC CL A
Shares294
Event2026-03-31
Filed2026-05-08
DELL
NewDELL TECHNOLOGIES INC CL C
Shares242
Event2026-03-31
Filed2026-05-08
SNY
NewSANOFI SA SPONSORED ADR
Shares822
Event2026-03-31
Filed2026-05-08
NRG
NewNRG ENERGY INC COM NEW
Shares271
Event2026-03-31
Filed2026-05-08
SHW
NewSHERWIN WILLIAMS CO COM
Shares123
Event2026-03-31
Filed2026-05-08
TER
NewTERADYNE INC COM
Shares132
Event2026-03-31
Filed2026-05-08
TFC
NewTRUIST FINL CORP COM
Shares847
Event2026-03-31
Filed2026-05-08
APD
NewAIR PRODUCTS AND CHEMICALS INC COM
Shares133
Event2026-03-31
Filed2026-05-08
THE CIGNA GROUP COM
NewTHE CIGNA GROUP COM
Shares145
Event2026-03-31
Filed2026-05-08
EMN
NewEASTMAN CHEM CO COM
Shares504
Event2026-03-31
Filed2026-05-08
COHERENT CORP COM
NewCOHERENT CORP COM
Shares161
Event2026-03-31
Filed2026-05-08
AIG
NewAMERICAN INTL GROUP INC COM NEW
Shares509
Event2026-03-31
Filed2026-05-08
GPZ
NewVANECK ALTERNATIVE ASSET MANAGER ETF
Shares1.8K
Event2026-03-31
Filed2026-05-08
KR
NewKROGER CO COM
Shares527
Event2026-03-31
Filed2026-05-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available