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The Analysis of United Advisor Group, LLC's Holdings & P&L

Currently, United Advisor Group, LLC holds 497 types of securities in its portfolio with a total value $807.2M. In the most recent quarter, they have increased their positions in SCHG (+151.5K shares, valued at $4.4M), MSFT (+5.8K shares, valued at $2.1M), LDUR (+16.9K shares, valued at $1.6M); decreased their positions in QQQM (-12.7K shares, valued at $3.0M), QUAL (-12.0K shares, valued at $2.3M), IVV (-2.6K shares, valued at $1.7M); initiated new positions in LDUR (+16.9K shares, valued at $1.6M), BLCR (+39.2K shares, valued at $1.6M), AVSF (+33.6K shares, valued at $1.6M).

1M P&L

+23.6M+2.93%

3M P&L

-1.3M-0.16%

HY P&L

+30.5M+3.80%

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/A485.2M

63.7%

2Semiconductors34.6M

4.5%

3Software - Infrastructure33.0M

4.3%

Top Industries by Stock Count

1N/A278 stocks

59.3%

2Asset Management14 stocks

3.0%

3Semiconductors10 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION144.9K shares1.86%2026-03-312026-04-17

AAPL APPLE INC87.8K shares0.41%2026-03-312026-04-17

STRV EA SERIES TRUST379.5K shares3.71%2026-03-312026-04-17

AMZN AMAZON COM INC73.7K shares6.22%2026-03-312026-04-17

ACIO ETF SER SOLUTIONS364.5K shares6.37%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC98.6K shares3.86%2026-03-312026-04-17

MSFT MICROSOFT CORP38.4K shares17.65%2026-03-312026-04-17

DGRW WISDOMTREE TR140.2K shares1.44%2026-03-312026-04-17

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD174.1K shares3.41%2026-03-312026-04-17

DLN WISDOMTREE TR122.0K shares0.70%2026-03-312026-04-17

ALPHABET INC ALPHABET INC37.1K shares1.31%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR409.4K shares5.73%2026-03-312026-04-17

OSCV ETF SER SOLUTIONS261.6K shares2.72%2026-03-312026-04-17

SPYG SPDR SERIES TRUST91.7K shares-0.15%2026-03-312026-04-17

TDVG T ROWE PRICE ETF INC199.6K shares0.28%2026-03-312026-04-17

DRSK ETF SER SOLUTIONS294.7K shares5.97%2026-03-312026-04-17

Sponsored

ETF SER SOLUTIONS ETF SER SOLUTIONS218.5K shares1.01%2026-03-312026-04-17

DON WISDOMTREE TR141.5K shares-0.92%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST189.9K shares2.27%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC72.0K shares4.17%2026-03-312026-04-17

TSLA TESLA INC18.6K shares2.03%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR236.2K shares178.91%2026-03-312026-04-17

XOM EXXON MOBIL CORP40.4K shares-3.37%2026-03-312026-04-17

VTV VANGUARD INDEX FDS34.6K shares16.51%2026-03-312026-04-17

Sponsored

JPM JPMORGAN CHASE & CO23.0K shares8.74%2026-03-312026-04-17

META META PLATFORMS INC11.8K shares-3.19%2026-03-312026-04-17

DGRS WISDOMTREE TR124.7K shares2.57%2026-03-312026-04-17

FYLD CAMBRIA ETF TR174.0K shares2.61%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS99.9K shares-1.76%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS10.5K shares7.21%2026-03-312026-04-17

KHPI MANAGED PORTFOLIO SERIES234.1K shares1.93%2026-03-312026-04-17

SYLD CAMBRIA ETF TR73.3K shares19.54%2026-03-312026-04-17

Sponsored

SPYV SPDR SERIES TRUST92.2K shares17.71%2026-03-312026-04-17

FRDM EA SERIES TRUST95.0K shares15.37%2026-03-312026-04-17

IEMG ISHARES INC72.5K shares8.26%2026-03-312026-04-17

WMT WALMART INC39.7K shares0.85%2026-03-312026-04-17

VUG VANGUARD INDEX FDS11.1K shares9.35%2026-03-312026-04-17

CGXU CAPITAL GROUP INTL FOCUS EQT164.3K shares8.42%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II20.0K shares-38.90%2026-03-312026-04-17

EYLD CAMBRIA ETF TR111.1K shares4.22%2026-03-312026-04-17

Sponsored

AGG ISHARES TR46.1K shares1.62%2026-03-312026-04-17

HTRB HARTFORD FDS EXCHANGE TRADED134.6K shares8.39%2026-03-312026-04-17

CSRE COHEN & STEERS ETF TRUST172.7K shares49.01%2026-03-312026-04-17

JCPB J P MORGAN EXCHANGE TRADED F96.1K shares3.01%2026-03-312026-04-17

DPG DUFF & PHELPS UTLITY AND INF309.8K shares-8.00%2026-03-312026-04-17

ARDC ARES DYNAMIC CR ALLOCATION F358.9K shares2.53%2026-03-312026-04-17

IJR ISHARES TR33.3K shares12.35%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR131.3K shares9.28%2026-03-312026-04-17

Sponsored

GSEW GOLDMAN SACHS ETF TR47.8K shares-6.93%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC19.5K shares-2.45%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR134.8K shares7.50%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS52.6K shares3.76%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F74.7K shares-22.64%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR120.9K shares0.67%2026-03-312026-04-17

PG PROCTER & GAMBLE CO25.0K shares0.76%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC67.6K shares2.12%2026-03-312026-04-17

Sponsored

FPE FIRST TR EXCH TRADED FD III191.0K shares3.85%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F59.2K shares8.07%2026-03-312026-04-17

JUCY ETF SER SOLUTIONS151.0K shares12.68%2026-03-312026-04-17

REGL PROSHARES TR37.9K shares-1.36%2026-03-312026-04-17

DGS WISDOMTREE TR54.2K shares-0.74%2026-03-312026-04-17

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING285.6K shares27.27%2026-03-312026-04-17

SDVY FIRST TR EXCHANGE TRADED FD81.3K shares4.42%2026-03-312026-04-17

VIGI VANGUARD WHITEHALL FDS35.5K shares3.08%2026-03-312026-04-17

Sponsored

DIVO AMPLIFY ETF TR69.3K shares2.59%2026-03-312026-04-17

GBDC GOLUB CAP BDC INC242.3K shares12.63%2026-03-312026-04-17

MFIC MIDCAP FINANCIAL INVSTMNT CO270.1K shares5.61%2026-03-312026-04-17

STWD STARWOOD PPTY TR INC173.7K shares7.68%2026-03-312026-04-17

IVV ISHARES TR4.5K shares-36.36%2026-03-312026-04-17

FSK FS KKR CAP CORP287.1K shares17.60%2026-03-312026-04-17

BALI BLACKROCK ETF TRUST94.8K shares30.79%2026-03-312026-04-17

DYNF BLACKROCK ETF TRUST50.1K shares3.38%2026-03-312026-04-17

Sponsored

TCAF T ROWE PRICE ETF INC76.8K shares9.63%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS56.2K shares7.23%2026-03-312026-04-17

WTV WISDOMTREE TR28.3K shares19.44%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION2.7K shares-0.04%2026-03-312026-04-17

CGCB CAPITAL GRP FIXED INCM ETF T100.2K shares5.19%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS52.7K shares25.55%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L69.5K shares4.22%2026-03-312026-04-17

CVX CHEVRON CORPORATION12.4K shares-6.04%2026-03-312026-04-17

Sponsored

IMCB ISHARES TR30.7K shares-1.55%2026-03-312026-04-17

SHOP SHOPIFY INC21.5K shares-2.83%2026-03-312026-04-17

PFE PFIZER INC90.2K shares0.96%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC15.1K shares9.57%2026-03-312026-04-17

V VISA INC8.3K shares2.08%2026-03-312026-04-17

BAI BLACKROCK ETF TRUST75.6K shares10.47%2026-03-312026-04-17

RLY SSGA ACTIVE ETF TR68.8K shares11.48%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T3.8K shares10.74%2026-03-312026-04-17

Sponsored

XLK SELECT SECTOR SPDR TR18.5K shares4.02%2026-03-312026-04-17

IEF ISHARES TR25.3K shares64.63%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR4.1K shares-2.40%2026-03-312026-04-17

IEFA ISHARES TR26.0K shares17.29%2026-03-312026-04-17

MO ALTRIA GROUP INC35.4K shares10.31%2026-03-312026-04-17

IDEV ISHARES TR27.7K shares21.07%2026-03-312026-04-17

IVE ISHARES TR10.9K shares2.34%2026-03-312026-04-17

IVW ISHARES TR20.3K shares13.43%2026-03-312026-04-17

Sponsored

SMDV PROSHARES TR32.3K shares-3.96%2026-03-312026-04-17

ALPHABET INC ALPHABET INC7.6K shares-0.59%2026-03-312026-04-17

ASML ASML HLDG NV1.6K shares72.69%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON8.8K shares1.38%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F39.7K shares1.41%2026-03-312026-04-17

NBIS NEBIUS GROUP N.V.20.1K shares15.60%2026-03-312026-04-17

IWM ISHARES TR8.4K shares14.64%2026-03-312026-04-17

JMUB J P MORGAN EXCHANGE TRADED F41.0K shares30.72%2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS6.3K shares3.12%2026-03-312026-04-17

ARCC ARES CAPITAL CORP112.2K shares6.21%2026-03-312026-04-17

SCHP SCHWAB STRATEGIC TR75.6K shares13.65%2026-03-312026-04-17

MPC MARATHON PETE CORP8.2K shares-2.26%2026-03-312026-04-17

SUB ISHARES TR18.7K shares76.33%2026-03-312026-04-17

IMCG ISHARES TR25.1K shares13.29%2026-03-312026-04-17

MUB ISHARES TR17.7K shares17.73%2026-03-312026-04-17

SPHY SPDR SERIES TRUST79.4K shares-2.01%2026-03-312026-04-17

Sponsored

IWP ISHARES TR14.4K shares20.02%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC15.3K shares2.94%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC5.4K shares-0.99%2026-03-312026-04-17

SGOV ISHARES TR17.8K shares-12.21%2026-03-312026-04-17

SEIV SEI EXCHANGE TRADED FUNDS42.9K shares4.22%2026-03-312026-04-17

SEIM SEI EXCHANGE TRADED FUNDS38.4K shares4.68%2026-03-312026-04-17

PGR PROGRESSIVE CORP8.6K shares30.62%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO27.5K shares2.05%2026-03-312026-04-17

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T74.0K shares23.28%2026-03-312026-04-17

BROADCOM INC BROADCOM INC5.3K shares-9.15%2026-03-312026-04-17

XCEM COLUMBIA ETF TR II40.1K shares-2.30%2026-03-312026-04-17

IWD ISHARES TR7.6K shares20.83%2026-03-312026-04-17

LDUR PIMCO ETF TR16.9K sharesnew addition2026-03-312026-04-17

MCD MCDONALDS CORP5.2K shares-0.02%2026-03-312026-04-17

SPAB SPDR SERIES TRUST62.9K shares19.50%2026-03-312026-04-17

BLCR BLACKROCK ETF TRUST39.2K sharesnew addition2026-03-312026-04-17

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.3K shares6.90%2026-03-312026-04-17

AVSF AMERICAN CENTY ETF TR33.6K sharesnew addition2026-03-312026-04-17

ARKK ARK ETF TR23.1K shares17.31%2026-03-312026-04-17

KO COCA COLA CO20.3K shares0.68%2026-03-312026-04-17

FBND FIDELITY MERRIMACK STR TR33.6K shares6.34%2026-03-312026-04-17

BIL SPDR SERIES TRUST16.6K shares276.32%2026-03-312026-04-17

SCHO SCHWAB STRATEGIC TR61.1K shares-9.95%2026-03-312026-04-17

SPYM SPDR SERIES TRUST19.2K shares-2.25%2026-03-312026-04-17

Sponsored

CAT CATERPILLAR INC2.1K shares20.89%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS6.0K shares-12.46%2026-03-312026-04-17

TOUS T ROWE PRICE ETF INC42.1K shares15.54%2026-03-312026-04-17

NEM NEWMONT CORP13.4K shares-4.05%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF37.4K shares64.51%2026-03-312026-04-17

CBSH COMMERCE BANCSHARES INC28.9K shares-5.24%2026-03-312026-04-17

BAC BANK AMERICA CORP29.1K shares-0.21%2026-03-312026-04-17

ADME ETF SER SOLUTIONS28.5K shares7.62%2026-03-312026-04-17

Sponsored

CGBL CAPITAL GROUP CORE BALANCED41.0K shares1.55%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR46.2K shares-1.05%2026-03-312026-04-17

THRO BLACKROCK ETF TRUST38.1K shares20.30%2026-03-312026-04-17

IREN IREN LIMITED40.2K sharesnew addition2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR55.2K shares31.54%2026-03-312026-04-17

T AT&T INC45.7K shares1.31%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF32.9K shares0.08%2026-03-312026-04-17

BOXX EA SERIES TRUST11.2K shares2.37%2026-03-312026-04-17

Sponsored

GQGU ADVISORS INNER CIRCLE FD III48.5K sharesnew addition2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC1.5K shares-2.16%2026-03-312026-04-17

GSY INVESCO ACTIVELY MANAGED EXC25.8K sharesnew addition2026-03-312026-04-17

VBR VANGUARD INDEX FDS5.8K shares3.12%2026-03-312026-04-17

IHDG WISDOMTREE TR26.4K shares-0.28%2026-03-312026-04-17

LST MANAGED PORTFOLIO SERIES31.0K sharesnew addition2026-03-312026-04-17

ABBV ABBVIE INC5.8K shares0.93%2026-03-312026-04-17

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN59.1K shares4.95%2026-03-312026-04-17

Sponsored

CSCO CISCO SYS INC16.1K shares2.41%2026-03-312026-04-17

FANG DIAMONDBACK ENERGY INC6.3K shares1.27%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC2.7K shares1.81%2026-03-312026-04-17

LLY ELI LILLY & CO1.3K shares-10.56%2026-03-312026-04-17

TLT ISHARES TR14.1K shares0.23%2026-03-312026-04-17

HD HOME DEPOT INC3.6K shares3.61%2026-03-312026-04-17

CRWV COREWEAVE INC15.3K shares235.09%2026-03-312026-04-17

JMST J P MORGAN EXCHANGE TRADED F22.9K shares-13.52%2026-03-312026-04-17

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD7.0K shares11.08%2026-03-312026-04-17

GLD SPDR GOLD TR2.7K shares-32.87%2026-03-312026-04-17

IWF ISHARES TR2.6K shares12.62%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP1.9K shares3.46%2026-03-312026-04-17

CLIP GLOBAL X FDS11.1K shares30.72%2026-03-312026-04-17

GAIN GLADSTONE INVT CORP77.6K shares9.70%2026-03-312026-04-17

PWR QUANTA SVCS INC2.0K shares-9.16%2026-03-312026-04-17

SO SOUTHERN CO11.3K shares-0.02%2026-03-312026-04-17

Sponsored

TTEQ T ROWE PRICE ETF INC35.9K shares49.46%2026-03-312026-04-17

IGIB ISHARES TR20.1K shares-1.97%2026-03-312026-04-17

SHLD GLOBAL X FDS15.0K shares8.16%2026-03-312026-04-17

CINF CINCINNATI FINL CORP6.6K shares-1.00%2026-03-312026-04-17

KMI KINDER MORGAN INC DEL31.0K shares-1.59%2026-03-312026-04-17

HYG ISHARES TR13.1K shares5.10%2026-03-312026-04-17

DDLS WISDOMTREE TR23.6K shares0.01%2026-03-312026-04-17

NFLX NETFLIX INC.10.7K shares1.63%2026-03-312026-04-17

Sponsored

AMAT APPLIED MATLS INC3.0K shares5.19%2026-03-312026-04-17

IJH ISHARES TR15.1K shares53.50%2026-03-312026-04-17

ICVT ISHARES TR9.9K shares10.49%2026-03-312026-04-17

RTX RTX CORPORATION5.2K shares-5.32%2026-03-312026-04-17

QGRW WISDOMTREE TR18.5K shares37.87%2026-03-312026-04-17

PHYL PGIM ETF TR28.4K shares8.40%2026-03-312026-04-17

BUYW NORTHERN LTS FD TR IV69.0K shares15.99%2026-03-312026-04-17

NLR VANECK ETF TRUST7.3K shares4.47%2026-03-312026-04-17

Sponsored

MMM 3M CO6.7K shares-1.46%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares33.18%2026-03-312026-04-17

NOW SERVICENOW INC9.0K shares215.18%2026-03-312026-04-17

KGS KODIAK GAS SVCS INC15.9K shares0.32%2026-03-312026-04-17

FNX FIRST TR EXCHANGE-TRADED ALP7.2K shares0.10%2026-03-312026-04-17

BCSF BAIN CAP SPECIALTY FIN INC73.8K shares-0.43%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE3.2K shares3.47%2026-03-312026-04-17

JMEE J P MORGAN EXCHANGE TRADED F13.6K shares1.56%2026-03-312026-04-17

Sponsored

SPEM SPDR INDEX SHS FDS19.4K shares34.28%2026-03-312026-04-17

VGT VANGUARD WORLD FD1.3K shares9.68%2026-03-312026-04-17

GSBD GOLDMAN SACHS BDC INC101.0K shares-4.05%2026-03-312026-04-17

QUAL ISHARES TR4.7K shares-72.06%2026-03-312026-04-17

AMT AMERICAN TOWER CORP5.1K shares14.72%2026-03-312026-04-17

VOOG VANGUARD ADMIRAL FDS INC2.1K shares6.14%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC3.2K shares-9.31%2026-03-312026-04-17

SPMO INVESCO EXCH TRADED FD TR II7.7K shares-6.90%2026-03-312026-04-17

Sponsored

HYD VANECK ETF TRUST17.2K shares93.27%2026-03-312026-04-17

HYGH ISHARES U S ETF TR10.0K shares-3.57%2026-03-312026-04-17

EMB ISHARES TR9.1K shares4.99%2026-03-312026-04-17

SEIQ SEI EXCHANGE TRADED FUNDS23.4K shares9.84%2026-03-312026-04-17

FDX FEDEX CORP2.4K shares-14.24%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP1.2K shares11.74%2026-03-312026-04-17

PEP PEPSICO INC5.3K shares18.60%2026-03-312026-04-17

TBUX T ROWE PRICE ETF INC15.8K shares-12.51%2026-03-312026-04-17

Sponsored

USMV ISHARES TR8.5K shares14.39%2026-03-312026-04-17

XLG INVESCO EXCHANGE TRADED FD T14.3K shares8.90%2026-03-312026-04-17

VOE VANGUARD INDEX FDS4.2K shares-1.60%2026-03-312026-04-17

EMMF WISDOMTREE TR23.2K shares10.58%2026-03-312026-04-17

SHV ISHARES TR6.8K sharesnew addition2026-03-312026-04-17

NTSX WISDOMTREE TR14.5K shares16.42%2026-03-312026-04-17

MA MASTERCARD INCORPORATED1.5K shares-2.48%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS5.0K shares35.44%2026-03-312026-04-17

Sponsored

USMF WISDOMTREE TR15.0K shares-44.30%2026-03-312026-04-17

CIBR FIRST TR EXCHANGE-TRADED FD11.8K shares16.20%2026-03-312026-04-17

TOTR T ROWE PRICE ETF INC18.3K shares-39.90%2026-03-312026-04-17

MBB ISHARES TR7.6K shares11.13%2026-03-312026-04-17

ROKU ROKU INC7.5K shares1.00%2026-03-312026-04-17

SPTL SPDR SERIES TRUST26.9K shares-3.93%2026-03-312026-04-17

QTEC FIRST TR EXCHANGE-TRADED FD3.3K shares5.41%2026-03-312026-04-17

MOAT VANECK ETF TRUST7.1K shares-4.44%2026-03-312026-04-17

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NEE NEXTERA ENERGY INC7.4K shares7.66%2026-03-312026-04-17

SEIE SEI EXCHANGE TRADED FUNDS21.0K shares10.47%2026-03-312026-04-17

MTUM ISHARES TR2.7K shares2.55%2026-03-312026-04-17

COIN COINBASE GLOBAL INC3.7K shares-0.37%2026-03-312026-04-17

VFMO VANGUARD WELLINGTON FD3.3K shares0.00%2026-03-312026-04-17

NET CLOUDFLARE INC3.1K shares-6.32%2026-03-312026-04-17

LOW LOWES COS INC2.7K shares-12.33%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW3.4K shares0.53%2026-03-312026-04-17

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ACWV ISHARES INC5.3K shares2.11%2026-03-312026-04-17

ORCL ORACLE CORP4.3K shares-26.68%2026-03-312026-04-17

DIS DISNEY WALT CO6.6K shares-1.23%2026-03-312026-04-17

MGK VANGUARD WORLD FD1.7K shares-5.82%2026-03-312026-04-17

XTEN BONDBLOXX ETF TRUST13.7K shares12.65%2026-03-312026-04-17

ARM ARM HOLDINGS PLC4.1K shares41.25%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC5.4K shares62.65%2026-03-312026-04-17

WPM WHEATON PRECIOUS METALS CORP4.6K shares-3.94%2026-03-312026-04-17

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VBK VANGUARD INDEX FDS2.0K shares10.86%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR18.0K shares22.30%2026-03-312026-04-17

TMSL T ROWE PRICE ETF INC15.9K shares43.81%2026-03-312026-04-17

BR BROADRIDGE FINL SOLUTIONS IN3.6K shares8.65%2026-03-312026-04-17

USIG ISHARES TR11.2K shares4.86%2026-03-312026-04-17

FIXD FIRST TR EXCHNG TRADED FD VI13.1K shares-21.63%2026-03-312026-04-17

TECB ISHARES TR10.2K shares12.76%2026-03-312026-04-17

SPDR SERIES TRUST SPDR SERIES TRUST5.9K shares6.47%2026-03-312026-04-17

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LAM RESEARCH CORP LAM RESEARCH CORP2.6K shares32.81%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-4.96%2026-03-312026-04-17

RWL INVESCO EXCH TRADED FD TR II4.9K shares-0.84%2026-03-312026-04-17

WINN HARBOR ETF TRUST20.1K shares12.51%2026-03-312026-04-17

VIPER ENERGY INC VIPER ENERGY INC11.8K shares1.72%2026-03-312026-04-17

CWS ADVISORSHARES TR8.5K shares-57.34%2026-03-312026-04-17

TDIV FIRST TR EXCHANGE TRADED FD5.9K shares12.72%2026-03-312026-04-17

IWO ISHARES TR1.7K shares8.05%2026-03-312026-04-17

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ETHA ISHARES ETHEREUM TR34.3K shares-26.65%2026-03-312026-04-17

INTC INTEL CORP12.3K shares0.64%2026-03-312026-04-17

PAAA PGIM ETF TR10.5K sharesnew addition2026-03-312026-04-17

D DOMINION ENERGY INC8.7K shares1.79%2026-03-312026-04-17

AMGN AMGEN INC1.5K shares-1.24%2026-03-312026-04-17

VDE VANGUARD WORLD FD3.1K shares-1.85%2026-03-312026-04-17

TEVA TEVA PHARMACEUTICAL INDS LTD17.6K shares0.00%2026-03-312026-04-17

DES WISDOMTREE TR14.7K shares-1.27%2026-03-312026-04-17

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WCME FIRST TR EXCHANGE-TRADED FD31.4K sharesnew addition2026-03-312026-04-17

SUN SUNOCO LP/SUNOCO FIN CORP8.1K shares0.00%2026-03-312026-04-17

VWOB VANGUARD WHITEHALL FDS8.0K shares19.84%2026-03-312026-04-17

VB VANGUARD INDEX FDS2.0K shares-1.48%2026-03-312026-04-17

EMLC VANECK ETF TRUST20.8K shares18.42%2026-03-312026-04-17

CTRA COTERRA ENERGY INC14.8K sharesnew addition2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC1.0K shares-5.18%2026-03-312026-04-17

CPRT COPART INC15.4K shares-26.06%2026-03-312026-04-17

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BCI ABRDN ETFS20.9K shares28.64%2026-03-312026-04-17

DGRE WISDOMTREE TR15.3K shares-4.29%2026-03-312026-04-17

CRM SALESFORCE INC2.7K shares6.35%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR3.4K shares4.41%2026-03-312026-04-17

GBTC GRAYSCALE BITCOIN TRUST ETF9.5K shares0.15%2026-03-312026-04-17

KEYS KEYSIGHT TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-04-17

BXSL BLACKSTONE SECD LENDING FD21.0K shares52.15%2026-03-312026-04-17

CTAS CINTAS CORP2.9K shares-2.97%2026-03-312026-04-17

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BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD29.5K shares-22.65%2026-03-312026-04-17

XLC SELECT SECTOR SPDR TR4.4K shares-7.46%2026-03-312026-04-17

IUSG ISHARES TR3.1K shares-0.22%2026-03-312026-04-17

GEV GE VERNOVA INC551 shares19.52%2026-03-312026-04-17

INTU INTUIT1.1K shares146.89%2026-03-312026-04-17

QLD PROSHARES TR7.9K shares-31.97%2026-03-312026-04-17

CHE CHEMED CORP NEW1.3K shares11.50%2026-03-312026-04-17

TWLO TWILIO INC3.8K shares0.42%2026-03-312026-04-17

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HYMB SPDR SERIES TRUST19.2K shares0.17%2026-03-312026-04-17

CGDV CAPITAL GROUP DIVIDEND VALUE11.2K shares-0.35%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS10.2K shares-2.86%2026-03-312026-04-17

PYPL PAYPAL HLDGS INC10.2K shares-16.36%2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC5.0K shares3.28%2026-03-312026-04-17

IPKW INVESCO EXCH TRADED FD TR II8.2K shares3.43%2026-03-312026-04-17

ENB ENBRIDGE INC8.5K shares3.80%2026-03-312026-04-17

DNL WISDOMTREE TR11.4K shares0.42%2026-03-312026-04-17

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BK BANK NEW YORK MELLON CORP3.9K shares-1.50%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC476 shares3.93%2026-03-312026-04-17

HON HONEYWELL INTL INC2.0K shares55.82%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS5.8K shares-7.30%2026-03-312026-04-17

ROP ROPER TECHNOLOGIES INC1.3K shares33.54%2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS9.0K shares-44.07%2026-03-312026-04-17

FLTB FIDELITY MERRIMACK STR TR8.9K shares5.42%2026-03-312026-04-17

AFL AFLAC INC4.1K shares-2.83%2026-03-312026-04-17

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UCON FIRST TR EXCHNG TRADED FD VI18.0K shares-19.62%2026-03-312026-04-17

ALB ALBEMARLE CORP2.5K sharesnew addition2026-03-312026-04-17

SMH VANECK ETF TRUST1.1K shares15.96%2026-03-312026-04-17

CGUS CAPITAL GROUP CORE EQUITY ET11.4K shares-0.17%2026-03-312026-04-17

BA BOEING CO2.2K shares5.14%2026-03-312026-04-17

BOND PIMCO ETF TR4.7K shares10.17%2026-03-312026-04-17

APH AMPHENOL CORP3.4K shares-40.88%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.3K shares10.16%2026-03-312026-04-17

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APD AIR PRODUCTS AND CHEMICALS I1.5K shares4.74%2026-03-312026-04-17

CGMU CAPITAL GRP FIXED INCM ETF T15.5K shares19.02%2026-03-312026-04-17

BTI BRITISH AMERN TOB PLC7.2K shares0.55%2026-03-312026-04-17

FITB FIFTH THIRD BANCORP9.0K shares-3.23%2026-03-312026-04-17

TJX TJX COS INC NEW2.6K shares6.72%2026-03-312026-04-17

PBR PETROLEO BRASILEIRO S A19.9K shares2.57%2026-03-312026-04-17

SNPS SYNOPSYS INC1.0K shares7.97%2026-03-312026-04-17

HOOD ROBINHOOD MKTS INC5.8K shares0.72%2026-03-312026-04-17

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XYZ BLOCK INC6.7K shares-36.90%2026-03-312026-04-17

IUSV ISHARES TR3.9K shares0.36%2026-03-312026-04-17

COP CONOCOPHILLIPS3.0K shares7.16%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR6.4K shares-5.45%2026-03-312026-04-17

LINDE PLC LINDE PLC786 shares15.25%2026-03-312026-04-17

KLAC KLA CORP264 shares0.00%2026-03-312026-04-17

CGGO CAPITAL GROUP GBL GROWTH EQT11.6K shares0.00%2026-03-312026-04-17

QCOM QUALCOMM INC3.0K shares1.53%2026-03-312026-04-17

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ET ENERGY TRANSFER L P19.9K shares0.00%2026-03-312026-04-17

EPS WISDOMTREE TR5.6K shares26.32%2026-03-312026-04-17

CB CHUBB LTD SWITZ1.2K shares18.87%2026-03-312026-04-17

IWR ISHARES TR3.9K sharesnew addition2026-03-312026-04-17

SCHH SCHWAB STRATEGIC TR17.5K shares5.88%2026-03-312026-04-17

WM WASTE MGMT INC DEL1.6K shares2.27%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC1.6K shares1.86%2026-03-312026-04-17

IWY ISHARES TR1.5K shares11.39%2026-03-312026-04-17

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ZTS ZOETIS INC3.1K shares-16.08%2026-03-312026-04-17

MOS MOSAIC CO14.1K sharesnew addition2026-03-312026-04-17

XLP SELECT SECTOR SPDR TR4.4K shares5.78%2026-03-312026-04-17

DE DEERE & CO636 shares22.78%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC2.2K shares76.82%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR7.8K shares-3.98%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC4.9K shares-7.16%2026-03-312026-04-17

CGBD CARLYLE SECURED LENDING INC32.3K shares0.40%2026-03-312026-04-17

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EMR EMERSON ELEC CO2.7K shares0.56%2026-03-312026-04-17

DBL DOUBLELINE OPPORTUNISTIC CR24.1K shares0.00%2026-03-312026-04-17

VO VANGUARD INDEX FDS1.2K shares-0.89%2026-03-312026-04-17

KMB KIMBERLY-CLARK CORP3.6K shares-2.36%2026-03-312026-04-17

TXN TEXAS INSTRS INC1.8K shares-11.36%2026-03-312026-04-17

GNRC GENERAC HLDGS INC1.8K sharesnew addition2026-03-312026-04-17

BINC BLACKROCK ETF TRUST II6.7K shares4.87%2026-03-312026-04-17

ADI ANALOG DEVICES INC1.1K shares4.41%2026-03-312026-04-17

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JCI JOHNSON CONTROLS INTERNATION2.6K sharesnew addition2026-03-312026-04-17

DSL DOUBLELINE INCOME SOLUTIONS31.6K shares0.00%2026-03-312026-04-17

ABT ABBOTT LABORATORIES3.3K shares3.73%2026-03-312026-04-17

LVS LAS VEGAS SANDS CORP6.3K shares-0.22%2026-03-312026-04-17

SDY SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-04-17

CMG CHIPOTLE MEXICAN GRILL INC10.6K shares3.18%2026-03-312026-04-17

CPNG COUPANG INC17.8K shares6.38%2026-03-312026-04-17

COHEN & STEERS ETF TRUST COHEN & STEERS ETF TRUST12.0K sharesnew addition2026-03-312026-04-17

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BKNG BOOKING HOLDINGS INC79 shares6.76%2026-03-312026-04-17

IWS ISHARES TR2.2K shares-15.04%2026-03-312026-04-17

UNILEVER PLC UNILEVER PLC5.7K shares2.12%2026-03-312026-04-17

IXN ISHARES TR3.3K shares2.03%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS6.9K shares1.07%2026-03-312026-04-17

TCPC BLACKROCK TCP CAPITAL CORP89.5K shares-5.68%2026-03-312026-04-17

AIQ GLOBAL X FDS6.9K shares7.11%2026-03-312026-04-17

TCHP T ROWE PRICE ETF INC7.3K shares-9.51%2026-03-312026-04-17

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XLI SELECT SECTOR SPDR TR2.0K shares-1.25%2026-03-312026-04-17

SHEL SHELL PLC3.4K shares6.97%2026-03-312026-04-17

WFC WELLS FARGO & CO4.0K shares5.25%2026-03-312026-04-17

PYLD PIMCO ETF TR12.1K shares8.73%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR2.9K shares-7.26%2026-03-312026-04-17

FNGU BANK MONTREAL MEDIUM20.1K sharesnew addition2026-03-312026-04-17

VXUS VANGUARD STAR FDS4.1K shares5.47%2026-03-312026-04-17

MCHP MICROCHIP TECHNOLOGY INC.4.8K sharesnew addition2026-03-312026-04-17

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares15.34%2026-03-312026-04-17

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APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.7K shares38.96%2026-03-312026-04-17

OMFL INVESCO EXCH TRD SLF IDX FD5.0K shares-2.42%2026-03-312026-04-17

EOG EOG RES INC2.1K shares4.71%2026-03-312026-04-17

SLV ISHARES SILVER TR4.4K sharesnew addition2026-03-312026-04-17

CNC CENTENE CORP DEL9.1K sharesnew addition2026-03-312026-04-17

AMOM EXCHANGE LISTED FDS TR6.3K shares10.73%2026-03-312026-04-17

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PDI PIMCO DYNAMIC INCOME FD17.2K shares7.92%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP328 shares-8.38%2026-03-312026-04-17

SYK STRYKER CORPORATION893 shares28.12%2026-03-312026-04-17

IDV ISHARES TR6.9K shares3.66%2026-03-312026-04-17

CVNA CARVANA CO932 shares1.75%2026-03-312026-04-17

FVD FIRST TR EXCHANGE-TRADED FD6.2K shares4.42%2026-03-312026-04-17

AGGY WISDOMTREE TR6.7K shares0.63%2026-03-312026-04-17

SEEM SEI EXCHANGE TRADED FUNDS8.9K shares9.29%2026-03-312026-04-17

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CEG CONSTELLATION ENERGY CORP1.0K shares31.31%2026-03-312026-04-17

QYLD GLOBAL X FDS16.5K shares-1.79%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC679 shares4.62%2026-03-312026-04-17

MSTR STRATEGY INC2.3K sharesnew addition2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR5.7K shares-7.92%2026-03-312026-04-17

DAL DELTA AIR LINES INC4.2K shares37.67%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC958 shares-1.54%2026-03-312026-04-17

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SPGM SPDR INDEX SHS FDS3.6K shares0.00%2026-03-312026-04-17

VV VANGUARD INDEX FDS912 shares-6.84%2026-03-312026-04-17

REFI CHICAGO ATLANTIC REAL ESTATE23.9K shares0.00%2026-03-312026-04-17

COF CAPITAL ONE FINL CORP1.5K shares-2.63%2026-03-312026-04-17

IDEQ LAZARD ACTIVE ETF TR8.5K sharesnew addition2026-03-312026-04-17

ETHE GRAYSCALE ETHEREUM STAKING E15.7K shares0.00%2026-03-312026-04-17

JIRE J P MORGAN EXCHANGE TRADED F3.5K shares13.13%2026-03-312026-04-17

DGRO ISHARES TR3.8K shares-2.20%2026-03-312026-04-17

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VCIT VANGUARD SCOTTSDALE FDS3.2K sharesnew addition2026-03-312026-04-17

SPSM SPDR SERIES TRUST5.5K shares-7.21%2026-03-312026-04-17

TFLR T ROWE PRICE ETF INC5.2K sharesnew addition2026-03-312026-04-17

SEIS SEI EXCHANGE TRADED FUNDS9.5K shares10.67%2026-03-312026-04-17

CAPE DOUBLELINE ETF TRUST8.4K shares14.23%2026-03-312026-04-17

MINT PIMCO ETF TR2.6K shares6.40%2026-03-312026-04-17

REGN REGENERON PHARMACEUTICALS335 shares1.21%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC3.0K shares-4.29%2026-03-312026-04-17

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DG DOLLAR GEN CORP2.2K shares-12.72%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-04-17

FTLS FIRST TR EXCH TRADED FD III3.6K shares-13.98%2026-03-312026-04-17

NYT NEW YORK TIMES CO MTN BE3.1K shares3.37%2026-03-312026-04-17

HUSV FIRST TR EXCH TRADED FD III6.7K shares0.17%2026-03-312026-04-17

LTPZ PIMCO ETF TR5.0K shares0.00%2026-03-312026-04-17

DEFR ETF SER SOLUTIONS9.6K sharesnew addition2026-03-312026-04-17

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RWK INVESCO EXCH TRADED FD TR II2.0K shares-2.47%2026-03-312026-04-17

FDL FIRST TR EXCHANGE-TRADED FD5.0K shares0.00%2026-03-312026-04-17

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SBUX STARBUCKS CORP2.8K shares0.00%2026-03-312026-04-17

IEUR ISHARES TR3.5K shares5.43%2026-03-312026-04-17

GOF GUGGENHEIM STRATEGIC OPPORTU22.4K shares4.10%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K sharesnew addition2026-03-312026-04-17

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IWV ISHARES TR656 sharesnew addition2026-03-312026-04-17

SHYG ISHARES TR5.7K shares-1.26%2026-03-312026-04-17

ETG EATON VANCE TX ADV GLBL DIV11.9K shares18.06%2026-03-312026-04-17

ILMN ILLUMINA INC1.9K shares5.59%2026-03-312026-04-17

IQDG WISDOMTREE TR5.9K shares0.03%2026-03-312026-04-17

ADBE ADOBE INC972 shares-6.09%2026-03-312026-04-17

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IEP ICAHN ENTERPRISES LP30.9K shares-7.41%2026-03-312026-04-17

IEI ISHARES TR2.0K sharesnew addition2026-03-312026-04-17

HDMV FIRST TR EXCH TRADED FD III6.3K shares-23.65%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC592 shares-0.67%2026-03-312026-04-17

OBDC BLUE OWL CAPITAL CORPORATION20.8K shares0.12%2026-03-312026-04-17

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VLUE ISHARES TR1.6K shares0.19%2026-03-312026-04-17

DXJ WISDOMTREE TR1.4K sharesnew addition2026-03-312026-04-17

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TMUS T-MOBILE US INC1.1K shares0.66%2026-03-312026-04-17

COWZ PACER FDS TR3.6K sharesnew addition2026-03-312026-04-17

XSOE WISDOMTREE TR5.6K shares0.00%2026-03-312026-04-17

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ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-04-17

GWW WW GRAINGER INC202 sharesnew addition2026-03-312026-04-17

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FCTR FIRST TR EXCHANGE-TRADED FD6.1K shares-12.31%2026-03-312026-04-17

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DVN DEVON ENERGY CORP NEW4.3K shares-39.11%2026-03-312026-04-17

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TROW PRICE T ROWE GROUP INC2.4K shares4.99%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS2.4K sharesnew addition2026-03-312026-04-17

IFRA ISHARES TR3.7K sharesnew addition2026-03-312026-04-17

HCA HCA HEALTHCARE INC441 shares-2.65%2026-03-312026-04-17

BLV VANGUARD BD INDEX FDS3.0K shares0.70%2026-03-312026-04-17

CAH CARDINAL HEALTH INC976 shares-27.33%2026-03-312026-04-17

Sponsored

VFQY VANGUARD WELLINGTON FD1.4K shares0.00%2026-03-312026-04-17

SCZ ISHARES TR2.6K shares-2.24%2026-03-312026-04-17

DIVB ISHARES TR3.8K shares-0.78%2026-03-312026-04-17

MAR MARRIOTT INTL INC NEW624 sharesnew addition2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS2.2K sharesnew addition2026-03-312026-04-17

CAAA FIRST TR EXCHANGE-TRADED FD9.9K sharesnew addition2026-03-312026-04-17

CION CION INVT CORP24.1K shares0.00%2026-03-312026-04-17

AQN ALGONQUIN POWER & UTILITIES26.4K sharesnew addition2026-03-312026-04-17

Sponsored

SOFI SOFI TECHNOLOGIES INC10.1K sharesnew addition2026-03-312026-04-17

SDGR SCHRODINGER INC13.6K shares-5.69%2026-03-312026-04-17

ASCENT SOLAR TECHNOLOGIES IN ASCENT SOLAR TECHNOLOGIES IN35.0K sharesnew addition2026-03-312026-04-17

BIZD VANECK ETF TRUST10.3K sharesnew addition2026-03-312026-04-17

MARA MARA HOLDINGS INC15.8K shares10.27%2026-03-312026-04-17

PLUG PLUG PWR INC53.4K shares-2.42%2026-03-312026-04-17

CLF CLEVELAND-CLIFFS INC NEW13.3K shares-5.02%2026-03-312026-04-17

BITF BITFARMS LTD12.4K shares0.00%2026-03-312026-04-17

Sponsored

BMNU ETF OPPORTUNITIES TRUST12.1K sharesnew addition2026-03-312026-04-17

NVDA

NVIDIA CORPORATION

1.86%

Shares144.9K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

0.41%

Shares87.8K

Event2026-03-31

Filed2026-04-17

STRV

EA SERIES TRUST

3.71%

Shares379.5K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

6.22%

Shares73.7K

Event2026-03-31

Filed2026-04-17

ACIO

ETF SER SOLUTIONS

6.37%

Shares364.5K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

3.86%

Shares98.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

17.65%

Shares38.4K

Event2026-03-31

Filed2026-04-17

DGRW

WISDOMTREE TR

1.44%

Shares140.2K

Event2026-03-31

Filed2026-04-17

RDVY

FIRST TR EXCHANGE TRADED FD

3.41%

Shares174.1K

Event2026-03-31

Filed2026-04-17

DLN

WISDOMTREE TR

0.70%

Shares122.0K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

1.31%

Shares37.1K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

5.73%

Shares409.4K

Event2026-03-31

Filed2026-04-17

OSCV

ETF SER SOLUTIONS

2.72%

Shares261.6K

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

-0.15%

Shares91.7K

Event2026-03-31

Filed2026-04-17

TDVG

T ROWE PRICE ETF INC

0.28%

Shares199.6K

Event2026-03-31

Filed2026-04-17

DRSK

ETF SER SOLUTIONS

5.97%

Shares294.7K

Event2026-03-31

Filed2026-04-17

ETF SER SOLUTIONS

1.01%

Shares218.5K

Event2026-03-31

Filed2026-04-17

DON

WISDOMTREE TR

-0.92%

Shares141.5K

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL ETF TRUST

2.27%

Shares189.9K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SVCS INC

4.17%

Shares72.0K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

2.03%

Shares18.6K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

178.91%

Shares236.2K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-3.37%

Shares40.4K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

16.51%

Shares34.6K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

8.74%

Shares23.0K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

-3.19%

Shares11.8K

Event2026-03-31

Filed2026-04-17

DGRS

WISDOMTREE TR

2.57%

Shares124.7K

Event2026-03-31

Filed2026-04-17

FYLD

CAMBRIA ETF TR

2.61%

Shares174.0K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-1.76%

Shares99.9K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

7.21%

Shares10.5K

Event2026-03-31

Filed2026-04-17

KHPI

MANAGED PORTFOLIO SERIES

1.93%

Shares234.1K

Event2026-03-31

Filed2026-04-17

SYLD

CAMBRIA ETF TR

19.54%

Shares73.3K

Event2026-03-31

Filed2026-04-17

SPYV

SPDR SERIES TRUST

17.71%

Shares92.2K

Event2026-03-31

Filed2026-04-17

FRDM

EA SERIES TRUST

15.37%

Shares95.0K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

8.26%

Shares72.5K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

0.85%

Shares39.7K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

9.35%

Shares11.1K

Event2026-03-31

Filed2026-04-17

CGXU

CAPITAL GROUP INTL FOCUS EQT

8.42%

Shares164.3K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

-38.90%

Shares20.0K

Event2026-03-31

Filed2026-04-17

EYLD

CAMBRIA ETF TR

4.22%

Shares111.1K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

1.62%

Shares46.1K

Event2026-03-31

Filed2026-04-17

HTRB

HARTFORD FDS EXCHANGE TRADED

8.39%

Shares134.6K

Event2026-03-31

Filed2026-04-17

CSRE

COHEN & STEERS ETF TRUST

49.01%

Shares172.7K

Event2026-03-31

Filed2026-04-17

JCPB

J P MORGAN EXCHANGE TRADED F

3.01%

Shares96.1K

Event2026-03-31

Filed2026-04-17

DPG

DUFF & PHELPS UTLITY AND INF

-8.00%

Shares309.8K

Event2026-03-31

Filed2026-04-17

ARDC

ARES DYNAMIC CR ALLOCATION F

2.53%

Shares358.9K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

12.35%

Shares33.3K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

9.28%

Shares131.3K

Event2026-03-31

Filed2026-04-17

GSEW

GOLDMAN SACHS ETF TR

-6.93%

Shares47.8K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

-2.45%

Shares19.5K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

7.50%

Shares134.8K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

3.76%

Shares52.6K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

-22.64%

Shares74.7K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

0.67%

Shares120.9K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

0.76%

Shares25.0K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

2.12%

Shares67.6K

Event2026-03-31

Filed2026-04-17

FPE

FIRST TR EXCH TRADED FD III

3.85%

Shares191.0K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

8.07%

Shares59.2K

Event2026-03-31

Filed2026-04-17

JUCY

ETF SER SOLUTIONS

12.68%

Shares151.0K

Event2026-03-31

Filed2026-04-17

REGL

PROSHARES TR

-1.36%

Shares37.9K

Event2026-03-31

Filed2026-04-17

DGS

WISDOMTREE TR

-0.74%

Shares54.2K

Event2026-03-31

Filed2026-04-17

OAKTREE SPECIALTY LENDING

27.27%

Shares285.6K

Event2026-03-31

Filed2026-04-17

SDVY

FIRST TR EXCHANGE TRADED FD

4.42%

Shares81.3K

Event2026-03-31

Filed2026-04-17

VIGI

VANGUARD WHITEHALL FDS

3.08%

Shares35.5K

Event2026-03-31

Filed2026-04-17

DIVO

AMPLIFY ETF TR

2.59%

Shares69.3K

Event2026-03-31

Filed2026-04-17

GBDC

GOLUB CAP BDC INC

12.63%

Shares242.3K

Event2026-03-31

Filed2026-04-17

MFIC

MIDCAP FINANCIAL INVSTMNT CO

5.61%

Shares270.1K

Event2026-03-31

Filed2026-04-17

STWD

STARWOOD PPTY TR INC

7.68%

Shares173.7K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-36.36%

Shares4.5K

Event2026-03-31

Filed2026-04-17

FSK

FS KKR CAP CORP

17.60%

Shares287.1K

Event2026-03-31

Filed2026-04-17

BALI

BLACKROCK ETF TRUST

30.79%

Shares94.8K

Event2026-03-31

Filed2026-04-17

DYNF

BLACKROCK ETF TRUST

3.38%

Shares50.1K

Event2026-03-31

Filed2026-04-17

TCAF

T ROWE PRICE ETF INC

9.63%

Shares76.8K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

7.23%

Shares56.2K

Event2026-03-31

Filed2026-04-17

WTV

WISDOMTREE TR

19.44%

Shares28.3K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-17

CGCB

CAPITAL GRP FIXED INCM ETF T

5.19%

Shares100.2K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

25.55%

Shares52.7K

Event2026-03-31

Filed2026-04-17

EPD

ENTERPRISE PRODS PARTNERS L

4.22%

Shares69.5K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-6.04%

Shares12.4K

Event2026-03-31

Filed2026-04-17

IMCB

ISHARES TR

-1.55%

Shares30.7K

Event2026-03-31

Filed2026-04-17

SHOP

SHOPIFY INC

-2.83%

Shares21.5K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

0.96%

Shares90.2K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

9.57%

Shares15.1K

Event2026-03-31

Filed2026-04-17

VISA INC

2.08%

Shares8.3K

Event2026-03-31

Filed2026-04-17

BAI

BLACKROCK ETF TRUST

10.47%

Shares75.6K

Event2026-03-31

Filed2026-04-17

RLY

SSGA ACTIVE ETF TR

11.48%

Shares68.8K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

10.74%

Shares3.8K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

4.02%

Shares18.5K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TR

64.63%

Shares25.3K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-2.40%

Shares4.1K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

17.29%

Shares26.0K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

10.31%

Shares35.4K

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

21.07%

Shares27.7K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

2.34%

Shares10.9K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

13.43%

Shares20.3K

Event2026-03-31

Filed2026-04-17

SMDV

PROSHARES TR

-3.96%

Shares32.3K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-0.59%

Shares7.6K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV

72.69%

Shares1.6K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

1.38%

Shares8.8K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

1.41%

Shares39.7K

Event2026-03-31

Filed2026-04-17

NBIS

NEBIUS GROUP N.V.

15.60%

Shares20.1K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

14.64%

Shares8.4K

Event2026-03-31

Filed2026-04-17

JMUB

J P MORGAN EXCHANGE TRADED F

30.72%

Shares41.0K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

3.12%

Shares6.3K

Event2026-03-31

Filed2026-04-17

ARCC

ARES CAPITAL CORP

6.21%

Shares112.2K

Event2026-03-31

Filed2026-04-17

SCHP

SCHWAB STRATEGIC TR

13.65%

Shares75.6K

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

-2.26%

Shares8.2K

Event2026-03-31

Filed2026-04-17

SUB

ISHARES TR

76.33%

Shares18.7K

Event2026-03-31

Filed2026-04-17

IMCG

ISHARES TR

13.29%

Shares25.1K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

17.73%

Shares17.7K

Event2026-03-31

Filed2026-04-17

SPHY

SPDR SERIES TRUST

-2.01%

Shares79.4K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES TR

20.02%

Shares14.4K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

2.94%

Shares15.3K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-0.99%

Shares5.4K

Event2026-03-31

Filed2026-04-17

SGOV

ISHARES TR

-12.21%

Shares17.8K

Event2026-03-31

Filed2026-04-17

SEIV

SEI EXCHANGE TRADED FUNDS

4.22%

Shares42.9K

Event2026-03-31

Filed2026-04-17

SEIM

SEI EXCHANGE TRADED FUNDS

4.68%

Shares38.4K

Event2026-03-31

Filed2026-04-17

PGR

PROGRESSIVE CORP

30.62%

Shares8.6K

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO

2.05%

Shares27.5K

Event2026-03-31

Filed2026-04-17

CGCP

CAPITAL GRP FIXED INCM ETF T

23.28%

Shares74.0K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-9.15%

Shares5.3K

Event2026-03-31

Filed2026-04-17

XCEM

COLUMBIA ETF TR II

-2.30%

Shares40.1K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

20.83%

Shares7.6K

Event2026-03-31

Filed2026-04-17

LDUR

PIMCO ETF TR

New

Shares16.9K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

-0.02%

Shares5.2K

Event2026-03-31

Filed2026-04-17

SPAB

SPDR SERIES TRUST

19.50%

Shares62.9K

Event2026-03-31

Filed2026-04-17

BLCR

BLACKROCK ETF TRUST

New

Shares39.2K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

6.90%

Shares3.3K

Event2026-03-31

Filed2026-04-17

AVSF

AMERICAN CENTY ETF TR

New

Shares33.6K

Event2026-03-31

Filed2026-04-17

ARKK

ARK ETF TR

17.31%

Shares23.1K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

0.68%

Shares20.3K

Event2026-03-31

Filed2026-04-17

FBND

FIDELITY MERRIMACK STR TR

6.34%

Shares33.6K

Event2026-03-31

Filed2026-04-17

BIL

SPDR SERIES TRUST

276.32%

Shares16.6K

Event2026-03-31

Filed2026-04-17

SCHO

SCHWAB STRATEGIC TR

-9.95%

Shares61.1K

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

-2.25%

Shares19.2K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

20.89%

Shares2.1K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

-12.46%

Shares6.0K

Event2026-03-31

Filed2026-04-17

TOUS

T ROWE PRICE ETF INC

15.54%

Shares42.1K

Event2026-03-31

Filed2026-04-17

NEM

NEWMONT CORP

-4.05%

Shares13.4K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

64.51%

Shares37.4K

Event2026-03-31

Filed2026-04-17

CBSH

COMMERCE BANCSHARES INC

-5.24%

Shares28.9K

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

-0.21%

Shares29.1K

Event2026-03-31

Filed2026-04-17

ADME

ETF SER SOLUTIONS

7.62%

Shares28.5K

Event2026-03-31

Filed2026-04-17

CGBL

CAPITAL GROUP CORE BALANCED

1.55%

Shares41.0K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

-1.05%

Shares46.2K

Event2026-03-31

Filed2026-04-17

THRO

BLACKROCK ETF TRUST

20.30%

Shares38.1K

Event2026-03-31

Filed2026-04-17

IREN

IREN LIMITED

New

Shares40.2K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

31.54%

Shares55.2K

Event2026-03-31

Filed2026-04-17

AT&T INC

1.31%

Shares45.7K

Event2026-03-31

Filed2026-04-17

CGGR

CAPITAL GROUP GROWTH ETF

0.08%

Shares32.9K

Event2026-03-31

Filed2026-04-17

BOXX

EA SERIES TRUST

2.37%

Shares11.2K

Event2026-03-31

Filed2026-04-17

GQGU

ADVISORS INNER CIRCLE FD III

New

Shares48.5K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

-2.16%

Shares1.5K

Event2026-03-31

Filed2026-04-17

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares25.8K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

3.12%

Shares5.8K

Event2026-03-31

Filed2026-04-17

IHDG

WISDOMTREE TR

-0.28%

Shares26.4K

Event2026-03-31

Filed2026-04-17

LST

MANAGED PORTFOLIO SERIES

New

Shares31.0K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

0.93%

Shares5.8K

Event2026-03-31

Filed2026-04-17

ANNALY CAPITAL MANAGEMENT IN

4.95%

Shares59.1K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

2.41%

Shares16.1K

Event2026-03-31

Filed2026-04-17

FANG

DIAMONDBACK ENERGY INC

1.27%

Shares6.3K

Event2026-03-31

Filed2026-04-17

ISRG

INTUITIVE SURGICAL INC

1.81%

Shares2.7K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-10.56%

Shares1.3K

Event2026-03-31

Filed2026-04-17

TLT

ISHARES TR

0.23%

Shares14.1K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

3.61%

Shares3.6K

Event2026-03-31

Filed2026-04-17

CRWV

COREWEAVE INC

235.09%

Shares15.3K

Event2026-03-31

Filed2026-04-17

JMST

J P MORGAN EXCHANGE TRADED F

-13.52%

Shares22.9K

Event2026-03-31

Filed2026-04-17

GRID

FIRST TR EXCHANGE-TRADED FD

11.08%

Shares7.0K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-32.87%

Shares2.7K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

12.62%

Shares2.6K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

3.46%

Shares1.9K

Event2026-03-31

Filed2026-04-17

CLIP

GLOBAL X FDS

30.72%

Shares11.1K

Event2026-03-31

Filed2026-04-17

GAIN

GLADSTONE INVT CORP

9.70%

Shares77.6K

Event2026-03-31

Filed2026-04-17

PWR

QUANTA SVCS INC

-9.16%

Shares2.0K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

-0.02%

Shares11.3K

Event2026-03-31

Filed2026-04-17

TTEQ

T ROWE PRICE ETF INC

49.46%

Shares35.9K

Event2026-03-31

Filed2026-04-17

IGIB

ISHARES TR

-1.97%

Shares20.1K

Event2026-03-31

Filed2026-04-17

SHLD

GLOBAL X FDS

8.16%

Shares15.0K

Event2026-03-31

Filed2026-04-17

CINF

CINCINNATI FINL CORP

-1.00%

Shares6.6K

Event2026-03-31

Filed2026-04-17

KMI

KINDER MORGAN INC DEL

-1.59%

Shares31.0K

Event2026-03-31

Filed2026-04-17

HYG

ISHARES TR

5.10%

Shares13.1K

Event2026-03-31

Filed2026-04-17

DDLS

WISDOMTREE TR

0.01%

Shares23.6K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

1.63%

Shares10.7K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

5.19%

Shares3.0K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

53.50%

Shares15.1K

Event2026-03-31

Filed2026-04-17

ICVT

ISHARES TR

10.49%

Shares9.9K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

-5.32%

Shares5.2K

Event2026-03-31

Filed2026-04-17

QGRW

WISDOMTREE TR

37.87%

Shares18.5K

Event2026-03-31

Filed2026-04-17

PHYL

PGIM ETF TR

8.40%

Shares28.4K

Event2026-03-31

Filed2026-04-17

BUYW

NORTHERN LTS FD TR IV

15.99%

Shares69.0K

Event2026-03-31

Filed2026-04-17

NLR

VANECK ETF TRUST

4.47%

Shares7.3K

Event2026-03-31

Filed2026-04-17

MMM

3M CO

-1.46%

Shares6.7K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

33.18%

Shares2.9K

Event2026-03-31

Filed2026-04-17

NOW

SERVICENOW INC

215.18%

Shares9.0K

Event2026-03-31

Filed2026-04-17

KGS

KODIAK GAS SVCS INC

0.32%

Shares15.9K

Event2026-03-31

Filed2026-04-17

FNX

FIRST TR EXCHANGE-TRADED ALP

0.10%

Shares7.2K

Event2026-03-31

Filed2026-04-17

BCSF

BAIN CAP SPECIALTY FIN INC

-0.43%

Shares73.8K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

3.47%

Shares3.2K

Event2026-03-31

Filed2026-04-17

JMEE

J P MORGAN EXCHANGE TRADED F

1.56%

Shares13.6K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

34.28%

Shares19.4K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

9.68%

Shares1.3K

Event2026-03-31

Filed2026-04-17

GSBD

GOLDMAN SACHS BDC INC

-4.05%

Shares101.0K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-72.06%

Shares4.7K

Event2026-03-31

Filed2026-04-17

AMT

AMERICAN TOWER CORP

14.72%

Shares5.1K

Event2026-03-31

Filed2026-04-17

VOOG

VANGUARD ADMIRAL FDS INC

6.14%

Shares2.1K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

-9.31%

Shares3.2K

Event2026-03-31

Filed2026-04-17

SPMO

INVESCO EXCH TRADED FD TR II

-6.90%

Shares7.7K

Event2026-03-31

Filed2026-04-17

HYD

VANECK ETF TRUST

93.27%

Shares17.2K

Event2026-03-31

Filed2026-04-17

HYGH

ISHARES U S ETF TR

-3.57%

Shares10.0K

Event2026-03-31

Filed2026-04-17

EMB

ISHARES TR

4.99%

Shares9.1K

Event2026-03-31

Filed2026-04-17

SEIQ

SEI EXCHANGE TRADED FUNDS

9.84%

Shares23.4K

Event2026-03-31

Filed2026-04-17

FDX

FEDEX CORP

-14.24%

Shares2.4K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP

11.74%

Shares1.2K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

18.60%

Shares5.3K

Event2026-03-31

Filed2026-04-17

TBUX

T ROWE PRICE ETF INC

-12.51%

Shares15.8K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

14.39%

Shares8.5K

Event2026-03-31

Filed2026-04-17

XLG

INVESCO EXCHANGE TRADED FD T

8.90%

Shares14.3K

Event2026-03-31

Filed2026-04-17

VOE

VANGUARD INDEX FDS

-1.60%

Shares4.2K

Event2026-03-31

Filed2026-04-17

EMMF

WISDOMTREE TR

10.58%

Shares23.2K

Event2026-03-31

Filed2026-04-17

SHV

ISHARES TR

New

Shares6.8K

Event2026-03-31

Filed2026-04-17

NTSX

WISDOMTREE TR

16.42%

Shares14.5K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

-2.48%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

35.44%

Shares5.0K

Event2026-03-31

Filed2026-04-17

USMF

WISDOMTREE TR

-44.30%

Shares15.0K

Event2026-03-31

Filed2026-04-17

CIBR

FIRST TR EXCHANGE-TRADED FD

16.20%

Shares11.8K

Event2026-03-31

Filed2026-04-17

TOTR

T ROWE PRICE ETF INC

-39.90%

Shares18.3K

Event2026-03-31

Filed2026-04-17

MBB

ISHARES TR

11.13%

Shares7.6K

Event2026-03-31

Filed2026-04-17

ROKU

ROKU INC

1.00%

Shares7.5K

Event2026-03-31

Filed2026-04-17

SPTL

SPDR SERIES TRUST

-3.93%

Shares26.9K

Event2026-03-31

Filed2026-04-17

QTEC

FIRST TR EXCHANGE-TRADED FD

5.41%

Shares3.3K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

-4.44%

Shares7.1K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

7.66%

Shares7.4K

Event2026-03-31

Filed2026-04-17

SEIE

SEI EXCHANGE TRADED FUNDS

10.47%

Shares21.0K

Event2026-03-31

Filed2026-04-17

MTUM

ISHARES TR

2.55%

Shares2.7K

Event2026-03-31

Filed2026-04-17

COIN

COINBASE GLOBAL INC

-0.37%

Shares3.7K

Event2026-03-31

Filed2026-04-17

VFMO

VANGUARD WELLINGTON FD

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-17

NET

CLOUDFLARE INC

-6.32%

Shares3.1K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

-12.33%

Shares2.7K

Event2026-03-31

Filed2026-04-17

SPG

SIMON PPTY GROUP INC NEW

0.53%

Shares3.4K

Event2026-03-31

Filed2026-04-17

ACWV

ISHARES INC

2.11%

Shares5.3K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

-26.68%

Shares4.3K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

-1.23%

Shares6.6K

Event2026-03-31

Filed2026-04-17

MGK

VANGUARD WORLD FD

-5.82%

Shares1.7K

Event2026-03-31

Filed2026-04-17

XTEN

BONDBLOXX ETF TRUST

12.65%

Shares13.7K

Event2026-03-31

Filed2026-04-17

ARM

ARM HOLDINGS PLC

41.25%

Shares4.1K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

62.65%

Shares5.4K

Event2026-03-31

Filed2026-04-17

WPM

WHEATON PRECIOUS METALS CORP

-3.94%

Shares4.6K

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

10.86%

Shares2.0K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

22.30%

Shares18.0K

Event2026-03-31

Filed2026-04-17

TMSL

T ROWE PRICE ETF INC

43.81%

Shares15.9K

Event2026-03-31

Filed2026-04-17

BROADRIDGE FINL SOLUTIONS IN

8.65%

Shares3.6K

Event2026-03-31

Filed2026-04-17

USIG

ISHARES TR

4.86%

Shares11.2K

Event2026-03-31

Filed2026-04-17

FIXD

FIRST TR EXCHNG TRADED FD VI

-21.63%

Shares13.1K

Event2026-03-31

Filed2026-04-17

TECB

ISHARES TR

12.76%

Shares10.2K

Event2026-03-31

Filed2026-04-17

SPDR SERIES TRUST

6.47%

Shares5.9K

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

32.81%

Shares2.6K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-4.96%

Shares2.6K

Event2026-03-31

Filed2026-04-17

RWL

INVESCO EXCH TRADED FD TR II

-0.84%

Shares4.9K

Event2026-03-31

Filed2026-04-17

WINN

HARBOR ETF TRUST

12.51%

Shares20.1K

Event2026-03-31

Filed2026-04-17

VIPER ENERGY INC

1.72%

Shares11.8K

Event2026-03-31

Filed2026-04-17

CWS

ADVISORSHARES TR

-57.34%

Shares8.5K

Event2026-03-31

Filed2026-04-17

TDIV

FIRST TR EXCHANGE TRADED FD

12.72%

Shares5.9K

Event2026-03-31

Filed2026-04-17

IWO

ISHARES TR

8.05%

Shares1.7K

Event2026-03-31

Filed2026-04-17

ETHA

ISHARES ETHEREUM TR

-26.65%

Shares34.3K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP

0.64%

Shares12.3K

Event2026-03-31

Filed2026-04-17

PAAA

PGIM ETF TR

New

Shares10.5K

Event2026-03-31

Filed2026-04-17

DOMINION ENERGY INC

1.79%

Shares8.7K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

-1.24%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VDE

VANGUARD WORLD FD

-1.85%

Shares3.1K

Event2026-03-31

Filed2026-04-17

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-17

DES

WISDOMTREE TR

-1.27%

Shares14.7K

Event2026-03-31

Filed2026-04-17

WCME

FIRST TR EXCHANGE-TRADED FD

New

Shares31.4K

Event2026-03-31

Filed2026-04-17

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-17

VWOB

VANGUARD WHITEHALL FDS

19.84%

Shares8.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-1.48%

Shares2.0K

Event2026-03-31

Filed2026-04-17

EMLC

VANECK ETF TRUST

18.42%

Shares20.8K

Event2026-03-31

Filed2026-04-17

CTRA

COTERRA ENERGY INC

New

Shares14.8K

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

-5.18%

Shares1.0K

Event2026-03-31

Filed2026-04-17

CPRT

COPART INC

-26.06%

Shares15.4K

Event2026-03-31

Filed2026-04-17

BCI

ABRDN ETFS

28.64%

Shares20.9K

Event2026-03-31

Filed2026-04-17

DGRE

WISDOMTREE TR

-4.29%

Shares15.3K

Event2026-03-31

Filed2026-04-17

CRM

SALESFORCE INC

6.35%

Shares2.7K

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

4.41%

Shares3.4K

Event2026-03-31

Filed2026-04-17

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.15%

Shares9.5K

Event2026-03-31

Filed2026-04-17

KEYS

KEYSIGHT TECHNOLOGIES INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-17

BXSL

BLACKSTONE SECD LENDING FD

52.15%

Shares21.0K

Event2026-03-31

Filed2026-04-17

CTAS

CINTAS CORP

-2.97%

Shares2.9K

Event2026-03-31

Filed2026-04-17

BLUEROCK PVT REAL ESTATE FD

-22.65%

Shares29.5K

Event2026-03-31

Filed2026-04-17

XLC

SELECT SECTOR SPDR TR

-7.46%

Shares4.4K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

-0.22%

Shares3.1K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

19.52%

Shares551

Event2026-03-31

Filed2026-04-17

INTU

INTUIT

146.89%

Shares1.1K

Event2026-03-31

Filed2026-04-17

QLD

PROSHARES TR

-31.97%

Shares7.9K

Event2026-03-31

Filed2026-04-17

CHE

CHEMED CORP NEW

11.50%

Shares1.3K

Event2026-03-31

Filed2026-04-17

TWLO

TWILIO INC

0.42%

Shares3.8K

Event2026-03-31

Filed2026-04-17

HYMB

SPDR SERIES TRUST

0.17%

Shares19.2K

Event2026-03-31

Filed2026-04-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.35%

Shares11.2K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

-2.86%

Shares10.2K

Event2026-03-31

Filed2026-04-17

PYPL

PAYPAL HLDGS INC

-16.36%

Shares10.2K

Event2026-03-31

Filed2026-04-17

ORLY

OREILLY AUTOMOTIVE INC

3.28%

Shares5.0K

Event2026-03-31

Filed2026-04-17

IPKW

INVESCO EXCH TRADED FD TR II

3.43%

Shares8.2K

Event2026-03-31

Filed2026-04-17

ENB

ENBRIDGE INC

3.80%

Shares8.5K

Event2026-03-31

Filed2026-04-17

DNL

WISDOMTREE TR

0.42%

Shares11.4K

Event2026-03-31

Filed2026-04-17

BANK NEW YORK MELLON CORP

-1.50%

Shares3.9K

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

3.93%

Shares476

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

55.82%

Shares2.0K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

-7.30%

Shares5.8K

Event2026-03-31

Filed2026-04-17

ROP

ROPER TECHNOLOGIES INC

33.54%

Shares1.3K

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

-44.07%

Shares9.0K

Event2026-03-31

Filed2026-04-17

FLTB

FIDELITY MERRIMACK STR TR

5.42%

Shares8.9K

Event2026-03-31

Filed2026-04-17

AFL

AFLAC INC

-2.83%

Shares4.1K

Event2026-03-31

Filed2026-04-17

UCON

FIRST TR EXCHNG TRADED FD VI

-19.62%

Shares18.0K

Event2026-03-31

Filed2026-04-17

ALB

ALBEMARLE CORP

New

Shares2.5K

Event2026-03-31

Filed2026-04-17

SMH

VANECK ETF TRUST

15.96%

Shares1.1K

Event2026-03-31

Filed2026-04-17

CGUS

CAPITAL GROUP CORE EQUITY ET

-0.17%

Shares11.4K

Event2026-03-31

Filed2026-04-17

BOEING CO

5.14%

Shares2.2K

Event2026-03-31

Filed2026-04-17

BOND

PIMCO ETF TR

10.17%

Shares4.7K

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP

-40.88%

Shares3.4K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

10.16%

Shares3.3K

Event2026-03-31

Filed2026-04-17

APD

AIR PRODUCTS AND CHEMICALS I

4.74%

Shares1.5K

Event2026-03-31

Filed2026-04-17

CGMU

CAPITAL GRP FIXED INCM ETF T

19.02%

Shares15.5K

Event2026-03-31

Filed2026-04-17

BTI

BRITISH AMERN TOB PLC

0.55%

Shares7.2K

Event2026-03-31

Filed2026-04-17

FITB

FIFTH THIRD BANCORP

-3.23%

Shares9.0K

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW

6.72%

Shares2.6K

Event2026-03-31

Filed2026-04-17

PBR

PETROLEO BRASILEIRO S A

2.57%

Shares19.9K

Event2026-03-31

Filed2026-04-17

SNPS

SYNOPSYS INC

7.97%

Shares1.0K

Event2026-03-31

Filed2026-04-17

HOOD

ROBINHOOD MKTS INC

0.72%

Shares5.8K

Event2026-03-31

Filed2026-04-17

XYZ

BLOCK INC

-36.90%

Shares6.7K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

0.36%

Shares3.9K

Event2026-03-31

Filed2026-04-17

COP

CONOCOPHILLIPS

7.16%

Shares3.0K

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

-5.45%

Shares6.4K

Event2026-03-31

Filed2026-04-17

LINDE PLC

15.25%

Shares786

Event2026-03-31

Filed2026-04-17

KLAC

KLA CORP

0.00%

Shares264

Event2026-03-31

Filed2026-04-17

CGGO

CAPITAL GROUP GBL GROWTH EQT

0.00%

Shares11.6K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

1.53%

Shares3.0K

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-17

EPS

WISDOMTREE TR

26.32%

Shares5.6K

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ

18.87%

Shares1.2K

Event2026-03-31

Filed2026-04-17

IWR

ISHARES TR

New

Shares3.9K

Event2026-03-31

Filed2026-04-17

SCHH

SCHWAB STRATEGIC TR

5.88%

Shares17.5K

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL

2.27%

Shares1.6K

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

1.86%

Shares1.6K

Event2026-03-31

Filed2026-04-17

IWY

ISHARES TR

11.39%

Shares1.5K

Event2026-03-31

Filed2026-04-17

ZTS

ZOETIS INC

-16.08%

Shares3.1K

Event2026-03-31

Filed2026-04-17

MOS

MOSAIC CO

New

Shares14.1K

Event2026-03-31

Filed2026-04-17

XLP

SELECT SECTOR SPDR TR

5.78%

Shares4.4K

Event2026-03-31

Filed2026-04-17

DEERE & CO

22.78%

Shares636

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

76.82%

Shares2.2K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

-3.98%

Shares7.8K

Event2026-03-31

Filed2026-04-17

UBER

UBER TECHNOLOGIES INC

-7.16%

Shares4.9K

Event2026-03-31

Filed2026-04-17

CGBD

CARLYLE SECURED LENDING INC

0.40%

Shares32.3K

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELEC CO

0.56%

Shares2.7K

Event2026-03-31

Filed2026-04-17

DBL

DOUBLELINE OPPORTUNISTIC CR

0.00%

Shares24.1K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-0.89%

Shares1.2K

Event2026-03-31

Filed2026-04-17

KMB

KIMBERLY-CLARK CORP

-2.36%

Shares3.6K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

-11.36%

Shares1.8K

Event2026-03-31

Filed2026-04-17

GNRC

GENERAC HLDGS INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-17

BINC

BLACKROCK ETF TRUST II

4.87%

Shares6.7K

Event2026-03-31

Filed2026-04-17

ADI

ANALOG DEVICES INC

4.41%

Shares1.1K

Event2026-03-31

Filed2026-04-17

JCI

JOHNSON CONTROLS INTERNATION

New

Shares2.6K

Event2026-03-31

Filed2026-04-17

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares31.6K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

3.73%

Shares3.3K

Event2026-03-31

Filed2026-04-17

LVS

LAS VEGAS SANDS CORP

-0.22%

Shares6.3K

Event2026-03-31

Filed2026-04-17

SDY

SPDR SERIES TRUST

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-17

CMG

CHIPOTLE MEXICAN GRILL INC

3.18%

Shares10.6K

Event2026-03-31

Filed2026-04-17

CPNG

COUPANG INC

6.38%

Shares17.8K

Event2026-03-31

Filed2026-04-17

COHEN & STEERS ETF TRUST

New

Shares12.0K

Event2026-03-31

Filed2026-04-17

BKNG

BOOKING HOLDINGS INC

6.76%

Shares79

Event2026-03-31

Filed2026-04-17

IWS

ISHARES TR

-15.04%

Shares2.2K

Event2026-03-31

Filed2026-04-17

UNILEVER PLC

2.12%

Shares5.7K

Event2026-03-31

Filed2026-04-17

IXN

ISHARES TR

2.03%

Shares3.3K

Event2026-03-31

Filed2026-04-17

VMBS

VANGUARD SCOTTSDALE FDS

1.07%

Shares6.9K

Event2026-03-31

Filed2026-04-17

TCPC

BLACKROCK TCP CAPITAL CORP

-5.68%

Shares89.5K

Event2026-03-31

Filed2026-04-17

AIQ

GLOBAL X FDS

7.11%

Shares6.9K

Event2026-03-31

Filed2026-04-17

TCHP

T ROWE PRICE ETF INC

-9.51%

Shares7.3K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

-1.25%

Shares2.0K

Event2026-03-31

Filed2026-04-17

SHEL

SHELL PLC

6.97%

Shares3.4K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

5.25%

Shares4.0K

Event2026-03-31

Filed2026-04-17

PYLD

PIMCO ETF TR

8.73%

Shares12.1K

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

-7.26%

Shares2.9K

Event2026-03-31

Filed2026-04-17

FNGU

BANK MONTREAL MEDIUM

New

Shares20.1K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

5.47%

Shares4.1K

Event2026-03-31

Filed2026-04-17

MCHP

MICROCHIP TECHNOLOGY INC.

New

Shares4.8K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

15.34%

Shares1.6K

Event2026-03-31

Filed2026-04-17

EZU

ISHARES INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-17

APOLLO GLOBAL MGMT INC

38.96%

Shares2.7K

Event2026-03-31

Filed2026-04-17

OMFL

INVESCO EXCH TRD SLF IDX FD

-2.42%

Shares5.0K

Event2026-03-31

Filed2026-04-17

EOG

EOG RES INC

4.71%

Shares2.1K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TR

New

Shares4.4K

Event2026-03-31

Filed2026-04-17

CNC

CENTENE CORP DEL

New

Shares9.1K

Event2026-03-31

Filed2026-04-17

AMOM

EXCHANGE LISTED FDS TR

10.73%

Shares6.3K

Event2026-03-31

Filed2026-04-17

PDI

PIMCO DYNAMIC INCOME FD

7.92%

Shares17.2K

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP

-8.38%

Shares328

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORPORATION

28.12%

Shares893

Event2026-03-31

Filed2026-04-17

IDV

ISHARES TR

3.66%

Shares6.9K

Event2026-03-31

Filed2026-04-17

CVNA

CARVANA CO

1.75%

Shares932

Event2026-03-31

Filed2026-04-17

FVD

FIRST TR EXCHANGE-TRADED FD

4.42%

Shares6.2K

Event2026-03-31

Filed2026-04-17

AGGY

WISDOMTREE TR

0.63%

Shares6.7K

Event2026-03-31

Filed2026-04-17

SEEM

SEI EXCHANGE TRADED FUNDS

9.29%

Shares8.9K

Event2026-03-31

Filed2026-04-17

USRT

ISHARES TR

3.40%

Shares4.8K

Event2026-03-31

Filed2026-04-17

CEG

CONSTELLATION ENERGY CORP

31.31%

Shares1.0K

Event2026-03-31

Filed2026-04-17

QYLD

GLOBAL X FDS

-1.79%

Shares16.5K

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

4.62%

Shares679

Event2026-03-31

Filed2026-04-17

MSTR

STRATEGY INC

New

Shares2.3K

Event2026-03-31

Filed2026-04-17

XLF

SELECT SECTOR SPDR TR

-7.92%

Shares5.7K

Event2026-03-31

Filed2026-04-17

DAL

DELTA AIR LINES INC

37.67%

Shares4.2K

Event2026-03-31

Filed2026-04-17

TRV

TRAVELERS COMPANIES INC

-1.54%

Shares958

Event2026-03-31

Filed2026-04-17

SPGM

SPDR INDEX SHS FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-6.84%

Shares912

Event2026-03-31

Filed2026-04-17

REFI

CHICAGO ATLANTIC REAL ESTATE

0.00%

Shares23.9K

Event2026-03-31

Filed2026-04-17

COF

CAPITAL ONE FINL CORP

-2.63%

Shares1.5K

Event2026-03-31

Filed2026-04-17

IDEQ

LAZARD ACTIVE ETF TR

New

Shares8.5K

Event2026-03-31

Filed2026-04-17

ETHE

GRAYSCALE ETHEREUM STAKING E

0.00%

Shares15.7K

Event2026-03-31

Filed2026-04-17

JIRE

J P MORGAN EXCHANGE TRADED F

13.13%

Shares3.5K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

-2.20%

Shares3.8K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares3.2K

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

-7.21%

Shares5.5K

Event2026-03-31

Filed2026-04-17

TFLR

T ROWE PRICE ETF INC

New

Shares5.2K

Event2026-03-31

Filed2026-04-17

SEIS

SEI EXCHANGE TRADED FUNDS

10.67%

Shares9.5K

Event2026-03-31

Filed2026-04-17

CAPE

DOUBLELINE ETF TRUST

14.23%

Shares8.4K

Event2026-03-31

Filed2026-04-17

MINT

PIMCO ETF TR

6.40%

Shares2.6K

Event2026-03-31

Filed2026-04-17

REGN

REGENERON PHARMACEUTICALS

1.21%

Shares335

Event2026-03-31

Filed2026-04-17

MEDTRONIC PLC

-4.29%

Shares3.0K

Event2026-03-31

Filed2026-04-17

DJUL

FIRST TR EXCHNG TRADED FD VI

3.38%

Shares5.5K

Event2026-03-31

Filed2026-04-17

DOLLAR GEN CORP

-12.72%

Shares2.2K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

New

Shares1.0K

Event2026-03-31

Filed2026-04-17

FTLS

FIRST TR EXCH TRADED FD III

-13.98%

Shares3.6K

Event2026-03-31

Filed2026-04-17

NYT

NEW YORK TIMES CO MTN BE

3.37%

Shares3.1K

Event2026-03-31

Filed2026-04-17

HUSV

FIRST TR EXCH TRADED FD III

0.17%

Shares6.7K

Event2026-03-31

Filed2026-04-17

LTPZ

PIMCO ETF TR

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-17

DEFR

ETF SER SOLUTIONS

New

Shares9.6K

Event2026-03-31

Filed2026-04-17

RSJN

FIRST TR EXCHNG TRADED FD VI

4.98%

Shares7.4K

Event2026-03-31

Filed2026-04-17

RWK

INVESCO EXCH TRADED FD TR II

-2.47%

Shares2.0K

Event2026-03-31

Filed2026-04-17

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-17

VICI

VICI PPTYS INC

19.37%

Shares9.2K

Event2026-03-31

Filed2026-04-17

SBUX

STARBUCKS CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-17

IEUR

ISHARES TR

5.43%

Shares3.5K

Event2026-03-31

Filed2026-04-17

GOF

GUGGENHEIM STRATEGIC OPPORTU

4.10%

Shares22.4K

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC IRELAND

New

Shares1.2K

Event2026-03-31

Filed2026-04-17

GDX

VANECK ETF TRUST

New

Shares2.7K

Event2026-03-31

Filed2026-04-17

VRTX

VERTEX PHARMACEUTICALS INC

16.45%

Shares545

Event2026-03-31

Filed2026-04-17

IWV

ISHARES TR

New

Shares656

Event2026-03-31

Filed2026-04-17

SHYG

ISHARES TR

-1.26%

Shares5.7K

Event2026-03-31

Filed2026-04-17

ETG

EATON VANCE TX ADV GLBL DIV

18.06%

Shares11.9K

Event2026-03-31

Filed2026-04-17

ILMN

ILLUMINA INC

5.59%

Shares1.9K

Event2026-03-31

Filed2026-04-17

IQDG

WISDOMTREE TR

0.03%

Shares5.9K

Event2026-03-31

Filed2026-04-17

ADBE

ADOBE INC

-6.09%

Shares972

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP

0.00%

Shares688

Event2026-03-31

Filed2026-04-17

COLGATE PALMOLIVE CO

5.06%

Shares2.8K

Event2026-03-31

Filed2026-04-17

KROGER CO

New

Shares3.2K

Event2026-03-31

Filed2026-04-17

IEP

ICAHN ENTERPRISES LP

-7.41%

Shares30.9K

Event2026-03-31

Filed2026-04-17

IEI

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

HDMV

FIRST TR EXCH TRADED FD III

-23.65%

Shares6.3K

Event2026-03-31

Filed2026-04-17

CRWD

CROWDSTRIKE HLDGS INC

-0.67%

Shares592

Event2026-03-31

Filed2026-04-17

OBDC

BLUE OWL CAPITAL CORPORATION

0.12%

Shares20.8K

Event2026-03-31

Filed2026-04-17

EFAV

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-17

VTSI

VIRTRA INC

14.82%

Shares61.7K

Event2026-03-31

Filed2026-04-17

VLUE

ISHARES TR

0.19%

Shares1.6K

Event2026-03-31

Filed2026-04-17

DXJ

WISDOMTREE TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-17

BIV

VANGUARD BD INDEX FDS

-0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-17

TMUS

T-MOBILE US INC

0.66%

Shares1.1K

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

New

Shares3.6K

Event2026-03-31

Filed2026-04-17

XSOE

WISDOMTREE TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-17

MAIN

MAIN STR CAP CORP

-21.50%

Shares4.2K

Event2026-03-31

Filed2026-04-17

ASTRAZENECA PLC

New

Shares1.1K

Event2026-03-31

Filed2026-04-17

GWW

WW GRAINGER INC

New

Shares202

Event2026-03-31

Filed2026-04-17

DOL

WISDOMTREE TR

New

Shares3.2K

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-17

FCTR

FIRST TR EXCHANGE-TRADED FD

-12.31%

Shares6.1K

Event2026-03-31

Filed2026-04-17

SEA LTD

24.89%

Shares2.6K

Event2026-03-31

Filed2026-04-17

DVN

DEVON ENERGY CORP NEW

-39.11%

Shares4.3K

Event2026-03-31

Filed2026-04-17

DPZ

DOMINOS PIZZA INC

New

Shares601

Event2026-03-31

Filed2026-04-17

ICSH

ISHARES TR

-1.14%

Shares4.2K

Event2026-03-31

Filed2026-04-17

TROW

PRICE T ROWE GROUP INC

4.99%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

New

Shares2.4K

Event2026-03-31

Filed2026-04-17

IFRA

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-17

HCA

HCA HEALTHCARE INC

-2.65%

Shares441

Event2026-03-31

Filed2026-04-17

BLV

VANGUARD BD INDEX FDS

0.70%

Shares3.0K

Event2026-03-31

Filed2026-04-17

CAH

CARDINAL HEALTH INC

-27.33%

Shares976

Event2026-03-31

Filed2026-04-17

VFQY

VANGUARD WELLINGTON FD

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

SCZ

ISHARES TR

-2.24%

Shares2.6K

Event2026-03-31

Filed2026-04-17

DIVB

ISHARES TR

-0.78%

Shares3.8K

Event2026-03-31

Filed2026-04-17

MAR

MARRIOTT INTL INC NEW

New

Shares624

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.2K

Event2026-03-31

Filed2026-04-17

CAAA

FIRST TR EXCHANGE-TRADED FD

New

Shares9.9K

Event2026-03-31

Filed2026-04-17

CION

CION INVT CORP

0.00%

Shares24.1K

Event2026-03-31

Filed2026-04-17

AQN

ALGONQUIN POWER & UTILITIES

New

Shares26.4K

Event2026-03-31

Filed2026-04-17

SOFI

SOFI TECHNOLOGIES INC

New

Shares10.1K

Event2026-03-31

Filed2026-04-17

SDGR

SCHRODINGER INC

-5.69%

Shares13.6K

Event2026-03-31

Filed2026-04-17

ASCENT SOLAR TECHNOLOGIES IN

New

Shares35.0K

Event2026-03-31

Filed2026-04-17

BIZD

VANECK ETF TRUST

New

Shares10.3K

Event2026-03-31

Filed2026-04-17

MARA

MARA HOLDINGS INC

10.27%

Shares15.8K

Event2026-03-31

Filed2026-04-17

PLUG

PLUG PWR INC

-2.42%

Shares53.4K

Event2026-03-31

Filed2026-04-17

CLF

CLEVELAND-CLIFFS INC NEW

-5.02%

Shares13.3K

Event2026-03-31

Filed2026-04-17

BITF

BITFARMS LTD

0.00%

Shares12.4K

Event2026-03-31

Filed2026-04-17

BMNU

ETF OPPORTUNITIES TRUST

New

Shares12.1K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

IREN Call CallIREN LIMITED80.0K sharesnew addition2026-03-312026-04-17

MSFT Call CallMICROSOFT CORP1.6K sharesnew addition2026-03-312026-04-17

AMZN Call CallAMAZON COM INC2.5K shares-78.99%2026-03-312026-04-17

COIN Call CallCOINBASE GLOBAL INC500 shares0.00%2026-03-312026-04-17

PLUG Call CallPLUG PWR INC20.0K shares-33.33%2026-03-312026-04-17

CELH Call CallCELSIUS HLDGS INC800 sharesnew addition2026-03-312026-04-17

ACHR Call CallARCHER AVIATION INC4.5K shares-13.46%2026-03-312026-04-17

CRWV Call CallCOREWEAVE INC300 sharesnew addition2026-03-312026-04-17

NBIS Call CallNEBIUS GROUP N.V.200 sharesnew addition2026-03-312026-04-17

SOFI Call CallSOFI TECHNOLOGIES INC600 sharesnew addition2026-03-312026-04-17

RXRX Call CallRECURSION PHARMACEUTICALS IN600 sharesnew addition2026-03-312026-04-17

IREN Call

IREN LIMITED

New

Shares80.0K

Event2026-03-31

Filed2026-04-17

MSFT Call

MICROSOFT CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-17

AMZN Call

AMAZON COM INC

-78.99%

Shares2.5K

Event2026-03-31

Filed2026-04-17

COIN Call

COINBASE GLOBAL INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-17

PLUG Call

PLUG PWR INC

-33.33%

Shares20.0K

Event2026-03-31

Filed2026-04-17

CELH Call

CELSIUS HLDGS INC

New

Shares800

Event2026-03-31

Filed2026-04-17

ACHR Call

ARCHER AVIATION INC

-13.46%

Shares4.5K

Event2026-03-31

Filed2026-04-17

CRWV Call

COREWEAVE INC

New

Shares300

Event2026-03-31

Filed2026-04-17

NBIS Call

NEBIUS GROUP N.V.

New

Shares200

Event2026-03-31

Filed2026-04-17

SOFI Call

SOFI TECHNOLOGIES INC

New

Shares600

Event2026-03-31

Filed2026-04-17

RXRX Call

RECURSION PHARMACEUTICALS IN

New

Shares600

Event2026-03-31

Filed2026-04-17

Put Option Holdings

No put option holdings data available