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The Analysis of UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holdings & P&L

Currently, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 1623 types of securities in its portfolio with a total value $16.2B. In the most recent quarter, they have increased their positions in IVV (+87.6K shares, valued at $57.2M), GOVT (+2.3M shares, valued at $53.4M), EFG (+476.5K shares, valued at $53.1M); decreased their positions in OEF (-264.9K shares, valued at $84.2M), BSV (-846.5K shares, valued at $66.4M), N/A (-473.6K shares, valued at $45.2M); initiated new positions in BLCR (+864.3K shares, valued at $35.5M), IDEF (+1.1M shares, valued at $34.9M), N/A (+617.6K shares, valued at $8.2M).

1M P&L

+359.4M+2.45%

3M P&L

-965.5M-6.04%

HY P&L

-503.3M-3.24%

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/A8.6B

60.6%

2Semiconductors525.3M

3.7%

3Medical Instruments & Supplies505.9M

3.6%

Top Industries by Stock Count

1N/A462 stocks

36.3%

2Banks - Regional43 stocks

3.4%

3Software - Application38 stocks

3.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS1.6M shares0.80%2026-03-312026-05-15

IVV ISHARES TR1.4M shares6.89%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T764.3K shares0.17%2026-03-312026-05-15

IEFA ISHARES TR5.1M shares1.88%2026-03-312026-05-15

AAPL APPLE INC1.8M shares-1.29%2026-03-312026-05-15

NVDA NVIDIA CORPORATION2.1M shares9.01%2026-03-312026-05-15

RGEN REPLIGEN CORP2.8M shares0.11%2026-03-312026-05-15

MSFT MICROSOFT CORP774.5K shares2.50%2026-03-312026-05-15

Sponsored

BIV VANGUARD BD INDEX FDS3.7M shares4.49%2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.4M shares-1.21%2026-03-312026-05-15

IEMG ISHARES INC3.6M shares-5.54%2026-03-312026-05-15

VUG VANGUARD INDEX FDS554.5K shares2.25%2026-03-312026-05-15

ALPHABET INC ALPHABET INC791.0K shares-6.17%2026-03-312026-05-15

GOVT ISHARES TR9.9M shares30.69%2026-03-312026-05-15

IUSB ISHARES TR4.1M shares2.68%2026-03-312026-05-15

SHDG ADVISOR MANAGED PORTFOLIOS5.0M shares-0.56%2026-03-312026-05-15

Sponsored

BSV VANGUARD BD INDEX FDS1.9M shares-30.57%2026-03-312026-05-15

ALPHABET INC ALPHABET INC508.6K shares-4.19%2026-03-312026-05-15

IJR ISHARES TR1.2M shares-2.42%2026-03-312026-05-15

HEFA ISHARES TR3.3M shares-5.10%2026-03-312026-05-15

AMZN AMAZON COM INC670.4K shares0.68%2026-03-312026-05-15

IVE ISHARES TR660.6K shares-9.70%2026-03-312026-05-15

MBB ISHARES TR1.4M shares4.93%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR233.5K shares-0.43%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL268.0K shares1.23%2026-03-312026-05-15

IVW ISHARES TR1.1M shares1.99%2026-03-312026-05-15

PYLD PIMCO ETF TR4.6M shares68.81%2026-03-312026-05-15

QUAL ISHARES TR619.4K shares6.68%2026-03-312026-05-15

DBEF DBX ETF TR2.3M shares-3.13%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO370.8K shares-1.45%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST1.8M shares-16.97%2026-03-312026-05-15

IGIB ISHARES TR1.9M shares-1.06%2026-03-312026-05-15

Sponsored

JNJ JOHNSON & JOHNSON366.3K shares-2.57%2026-03-312026-05-15

META META PLATFORMS INC156.0K shares-0.46%2026-03-312026-05-15

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR1.7M shares85.40%2026-03-312026-05-15

SPMD SPDR SERIES TRUST1.4M shares12.35%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR2.9M shares2.08%2026-03-312026-05-15

V VISA INC279.9K shares6.22%2026-03-312026-05-15

EFV ISHARES TR1.1M shares-3.09%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION80.7K shares-3.24%2026-03-312026-05-15

Sponsored

AGG ISHARES TR786.7K shares-0.46%2026-03-312026-05-15

BROADCOM INC BROADCOM INC233.3K shares16.22%2026-03-312026-05-15

SHM SPDR SERIES TRUST1.4M shares-21.91%2026-03-312026-05-15

MUB ISHARES TR613.7K shares4.44%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F1.2M shares-9.49%2026-03-312026-05-15

ASML ASML HLDG NV47.6K shares-10.33%2026-03-312026-05-15

DIS DISNEY WALT CO638.5K shares3.58%2026-03-312026-05-15

MOAT VANECK ETF TRUST611.4K shares2.51%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC762.0K shares-1.35%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR2.4M shares-1.16%2026-03-312026-05-15

VBR VANGUARD INDEX FDS271.3K shares-12.03%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR1.9M shares3.03%2026-03-312026-05-15

IYW ISHARES TR319.4K shares0.23%2026-03-312026-05-15

TLH ISHARES TR574.4K shares-1.37%2026-03-312026-05-15

LLY ELI LILLY & CO60.6K shares0.44%2026-03-312026-05-15

ABBV ABBVIE INC255.4K shares1.11%2026-03-312026-05-15

Sponsored

EFG ISHARES TR490.5K shares3416.01%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS605.0K shares-10.99%2026-03-312026-05-15

CVX CHEVRON CORPORATION258.0K shares0.26%2026-03-312026-05-15

MTUM ISHARES TR214.3K shares0.97%2026-03-312026-05-15

PG PROCTER & GAMBLE CO355.0K shares24.13%2026-03-312026-05-15

XOM EXXON MOBIL CORP297.4K shares3.85%2026-03-312026-05-15

SBUX STARBUCKS CORP561.5K shares-5.44%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST1.5M shares1.65%2026-03-312026-05-15

Sponsored

SCHV SCHWAB STRATEGIC TR1.6M shares-2.27%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR1.9M shares-2.21%2026-03-312026-05-15

HD HOME DEPOT INC141.2K shares-4.33%2026-03-312026-05-15

IAGG ISHARES TR922.4K shares6.60%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II884.0K shares-11.20%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST1.3M shares0.64%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC522.5K shares3.47%2026-03-312026-05-15

QCOM QUALCOMM INC345.2K shares-3.45%2026-03-312026-05-15

Sponsored

VBK VANGUARD INDEX FDS142.8K shares-3.97%2026-03-312026-05-15

IBTG ISHARES TR1.9M shares10.30%2026-03-312026-05-15

PEP PEPSICO INC271.1K shares-0.58%2026-03-312026-05-15

TSLA TESLA INC112.5K shares-1.02%2026-03-312026-05-15

IWF ISHARES TR96.2K shares-0.62%2026-03-312026-05-15

RTX RTX CORPORATION210.4K shares-8.91%2026-03-312026-05-15

VTI VANGUARD INDEX FDS124.1K shares-0.14%2026-03-312026-05-15

WMT WALMART INC313.8K shares-21.02%2026-03-312026-05-15

Sponsored

NVO NOVO-NORDISK A S1.1M shares62.35%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO127.7K shares-2.26%2026-03-312026-05-15

GSIE GOLDMAN SACHS ETF TR894.5K shares323.64%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC109.4K shares-3.52%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC79.7K shares2.32%2026-03-312026-05-15

IJH ISHARES TR535.1K shares-3.43%2026-03-312026-05-15

LOW LOWES COS INC151.9K shares-1.16%2026-03-312026-05-15

BLCR BLACKROCK ETF TRUST864.3K sharesnew addition2026-03-312026-05-15

Sponsored

COWZ PACER FDS TR562.6K shares0.51%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC617.6K shares10.80%2026-03-312026-05-15

NFLX NETFLIX INC.364.1K shares57.07%2026-03-312026-05-15

IDEF BLACKROCK ETF TRUST1.1M sharesnew addition2026-03-312026-05-15

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR681.1K shares88.61%2026-03-312026-05-15

HON HONEYWELL INTL INC148.1K shares14.01%2026-03-312026-05-15

VNQI VANGUARD INTL EQUITY INDEX F752.5K shares-17.54%2026-03-312026-05-15

IBTH ISHARES TR1.5M shares19.94%2026-03-312026-05-15

Sponsored

SPGI S&P GLOBAL INC77.8K shares-12.02%2026-03-312026-05-15

SPSM SPDR SERIES TRUST677.4K shares16.24%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F435.8K shares2.88%2026-03-312026-05-15

MA MASTERCARD INCORPORATED64.3K shares-7.80%2026-03-312026-05-15

GEV GE VERNOVA INC36.8K shares-4.26%2026-03-312026-05-15

ORCL ORACLE CORP215.4K shares-34.58%2026-03-312026-05-15

AMGN AMGEN INC89.8K shares-1.07%2026-03-312026-05-15

CAT CATERPILLAR INC44.4K shares0.41%2026-03-312026-05-15

Sponsored

XLG INVESCO EXCHANGE TRADED FD T570.8K shares-0.39%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC36.6K shares3.68%2026-03-312026-05-15

VB VANGUARD INDEX FDS117.4K shares-1.11%2026-03-312026-05-15

GTIP GOLDMAN SACHS ETF TR620.3K shares94.17%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP87.6K shares6.75%2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F448.9K shares8.85%2026-03-312026-05-15

DE DEERE & CO51.0K shares2.23%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND144.6K shares-2.37%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR275.5K shares-0.28%2026-03-312026-05-15

IGSB ISHARES TR514.9K shares-8.72%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE94.0K shares4.58%2026-03-312026-05-15

IUSG ISHARES TR170.5K shares44.35%2026-03-312026-05-15

IBTI ISHARES TR1.2M shares13.14%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP29.3K shares-4.69%2026-03-312026-05-15

IBTJ ISHARES TR1.2M shares13.51%2026-03-312026-05-15

SDY SPDR SERIES TRUST176.7K shares-4.22%2026-03-312026-05-15

Sponsored

APH AMPHENOL CORP202.6K shares-0.59%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS394.9K shares2.47%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC69.1K shares1.68%2026-03-312026-05-15

IBTK ISHARES TR1.2M shares33.77%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC49.3K shares1.22%2026-03-312026-05-15

CRM SALESFORCE INC129.3K shares-2.30%2026-03-312026-05-15

VV VANGUARD INDEX FDS80.5K shares-0.14%2026-03-312026-05-15

GEM GOLDMAN SACHS ETF TR553.2K shares90.27%2026-03-312026-05-15

Sponsored

ITOT ISHARES TR163.8K shares-11.78%2026-03-312026-05-15

TMUS T-MOBILE US INC108.1K shares-2.67%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC86.4K shares9.10%2026-03-312026-05-15

KKR & CO INC KKR & CO INC241.5K shares-2.39%2026-03-312026-05-15

DGRO ISHARES TR317.6K shares0.55%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II92.8K shares7.93%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR164.3K shares3.08%2026-03-312026-05-15

IWD ISHARES TR100.7K shares1.49%2026-03-312026-05-15

Sponsored

HYMB SPDR SERIES TRUST865.6K shares-10.91%2026-03-312026-05-15

NOW SERVICENOW INC204.7K shares95.94%2026-03-312026-05-15

SMH VANECK ETF TRUST55.6K shares-1.39%2026-03-312026-05-15

FLOT ISHARES TR407.6K shares-2.55%2026-03-312026-05-15

GILD GILEAD SCIENCES INC144.7K shares-15.29%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR802.5K shares-2.94%2026-03-312026-05-15

ABT ABBOTT LABORATORIES195.9K shares-1.76%2026-03-312026-05-15

SCMB SCHWAB STRATEGIC TR779.9K shares20.58%2026-03-312026-05-15

Sponsored

IJS ISHARES TR166.8K shares-6.97%2026-03-312026-05-15

IWM ISHARES TR79.4K shares0.74%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC95.9K shares1.87%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS263.3K shares3.68%2026-03-312026-05-15

WAB WABTEC77.2K shares-6.01%2026-03-312026-05-15

IJT ISHARES TR129.1K shares-3.37%2026-03-312026-05-15

DHR DANAHER CORP DEL98.4K shares-1.36%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR124.7K shares-1.46%2026-03-312026-05-15

Sponsored

BKNG BOOKING HOLDINGS INC4.3K shares-0.92%2026-03-312026-05-15

IRM IRON MTN INC DEL175.7K shares1.61%2026-03-312026-05-15

NDAQ NASDAQ INC209.1K shares-17.58%2026-03-312026-05-15

USMV ISHARES TR191.3K shares-1.34%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC145.3K shares-2.41%2026-03-312026-05-15

AMT AMERICAN TOWER CORP100.7K shares-4.27%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS80.2K shares4.79%2026-03-312026-05-15

PULS PGIM ETF TR336.4K shares25.82%2026-03-312026-05-15

Sponsored

J JACOBS SOLUTIONS INC130.2K shares0.89%2026-03-312026-05-15

SHY ISHARES TR199.9K shares-21.81%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC101.4K shares4.18%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F285.6K shares7.31%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP75.8K shares-0.79%2026-03-312026-05-15

WFC WELLS FARGO & CO202.8K shares4.07%2026-03-312026-05-15

INTU INTUIT37.2K shares-6.24%2026-03-312026-05-15

IUSV ISHARES TR156.8K shares20.14%2026-03-312026-05-15

Sponsored

ACWI ISHARES TR113.8K shares1.60%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO72.3K shares-10.29%2026-03-312026-05-15

IWV ISHARES TR41.9K shares-3.50%2026-03-312026-05-15

CME CME GROUP INC52.4K shares-10.90%2026-03-312026-05-15

T AT&T INC530.5K shares-0.79%2026-03-312026-05-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO290.0K shares-24.34%2026-03-312026-05-15

BIL SPDR SERIES TRUST167.3K shares-40.06%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC305.3K shares4.52%2026-03-312026-05-15

Sponsored

MINT PIMCO ETF TR149.1K shares1.67%2026-03-312026-05-15

SPTL SPDR SERIES TRUST570.8K shares99.01%2026-03-312026-05-15

CHRW C H ROBINSON WORLDWIDE IN89.1K shares-21.36%2026-03-312026-05-15

DSTL ETF SER SOLUTIONS255.6K shares1.26%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO171.1K shares6.26%2026-03-312026-05-15

ARES ARES MANAGEMENT CORPORATION131.9K shares-12.04%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS96.7K shares5.74%2026-03-312026-05-15

CPRT COPART INC426.1K shares0.15%2026-03-312026-05-15

Sponsored

FFIV F5 INC48.7K shares-0.21%2026-03-312026-05-15

NVS NOVARTIS AG92.1K shares8.25%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR159.4K shares-62.76%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F258.5K shares1.08%2026-03-312026-05-15

NEE NEXTERA ENERGY INC148.2K shares1.04%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP145.7K shares1.75%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR122.6K shares-1.87%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR585.1K shares3.92%2026-03-312026-05-15

Sponsored

EMR EMERSON ELEC CO103.6K shares-2.20%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC188.2K shares-2.51%2026-03-312026-05-15

GMUB GOLDMAN SACHS ETF TR264.6K shares168.89%2026-03-312026-05-15

IWY ISHARES TR53.9K shares-0.64%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS55.1K shares1.57%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC38.8K shares10.45%2026-03-312026-05-15

IEUR ISHARES TR186.0K shares-1.36%2026-03-312026-05-15

BAC BANK AMERICA CORP265.3K shares-1.25%2026-03-312026-05-15

Sponsored

NOBL PROSHARES TR120.8K shares-3.48%2026-03-312026-05-15

CAIE CALAMOS ETF TR506.2K shares51.13%2026-03-312026-05-15

KO COCA COLA CO166.9K shares1.15%2026-03-312026-05-15

IEI ISHARES TR105.9K shares1.45%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T64.9K shares5.83%2026-03-312026-05-15

AMAT APPLIED MATLS INC36.4K shares0.94%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS156.3K shares8.60%2026-03-312026-05-15

CALAMOS ETF TR CALAMOS ETF TR517.6K shares45.47%2026-03-312026-05-15

Sponsored

KMB KIMBERLY-CLARK CORP126.5K shares7.40%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC73.0K shares2.07%2026-03-312026-05-15

IGEB ISHARES TR265.0K shares-18.38%2026-03-312026-05-15

SMOT VANECK ETF TRUST338.5K shares-0.41%2026-03-312026-05-15

LAMR LAMAR ADVERTISING CO93.0K shares3.33%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F212.1K shares8.83%2026-03-312026-05-15

MCD MCDONALDS CORP37.8K shares5.52%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC50.3K shares-2.12%2026-03-312026-05-15

Sponsored

EFA ISHARES TR119.3K shares0.69%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD244.2K shares-3.13%2026-03-312026-05-15

CTAS CINTAS CORP65.9K shares27.01%2026-03-312026-05-15

BNL BROADSTONE NET LEASE INC605.5K shares-1.69%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC75.3K shares20.33%2026-03-312026-05-15

MPLX MPLX LP187.8K shares8.86%2026-03-312026-05-15

DEO DIAGEO PLC143.2K shares46.98%2026-03-312026-05-15

SNOW SNOWFLAKE INC70.4K shares21.57%2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP43.7K shares-2.87%2026-03-312026-05-15

IXUS ISHARES TR122.2K shares-1.25%2026-03-312026-05-15

IETC ISHARES U S ETF TR119.3K shares15.38%2026-03-312026-05-15

BALL BALL CORP178.1K shares0.24%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS174.9K shares8.63%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO169.9K shares6.32%2026-03-312026-05-15

MSCI MSCI INC19.0K shares1.06%2026-03-312026-05-15

USFR WISDOMTREE TR203.1K shares-7.03%2026-03-312026-05-15

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SYK STRYKER CORPORATION30.9K shares-5.85%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F73.3K shares0.16%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC87.7K shares-0.23%2026-03-312026-05-15

MET METLIFE INC142.0K shares0.92%2026-03-312026-05-15

PTL NORTHERN LTS FD TR IV39.7K shares10.79%2026-03-312026-05-15

SYSB ISHARES TR111.9K shares1.56%2026-03-312026-05-15

ACGL ARCH CAP GROUP LTD103.3K shares6.61%2026-03-312026-05-15

TXN TEXAS INSTRS INC50.9K shares-4.14%2026-03-312026-05-15

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VGSH VANGUARD SCOTTSDALE FDS168.7K shares7.76%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN50.5K shares-16.34%2026-03-312026-05-15

BA BOEING CO49.5K shares2.25%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD130.0K shares39.53%2026-03-312026-05-15

GLD SPDR GOLD TR22.5K shares3.24%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC34.6K shares-6.15%2026-03-312026-05-15

CRAI CRA INTL INC57.8K shares-20.65%2026-03-312026-05-15

RSG REPUBLIC SVCS INC42.6K shares-9.82%2026-03-312026-05-15

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RUNN STRATEGIC TRUST289.4K shares5.80%2026-03-312026-05-15

TJX TJX COS INC NEW57.8K shares6.15%2026-03-312026-05-15

BSJQ INVESCO EXCH TRD SLF IDX FD394.2K shares-3.62%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN44.8K shares-9.28%2026-03-312026-05-15

ESGU ISHARES TR64.4K shares-2.93%2026-03-312026-05-15

OEF ISHARES TR28.6K shares-90.25%2026-03-312026-05-15

XYL XYLEM INC76.0K shares4.41%2026-03-312026-05-15

IBDR ISHARES TR372.5K shares22.95%2026-03-312026-05-15

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MSI MOTOROLA SOLUTIONS INC20.5K shares-10.43%2026-03-312026-05-15

IYF ISHARES TR74.4K shares-1.69%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP106.2K shares1.86%2026-03-312026-05-15

ADI ANALOG DEVICES INC26.6K shares-26.40%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC85.8K shares4.29%2026-03-312026-05-15

VGT VANGUARD WORLD FD12.0K shares2.76%2026-03-312026-05-15

DGRW WISDOMTREE TR94.7K shares-10.27%2026-03-312026-05-15

GVI ISHARES TR77.7K shares-7.81%2026-03-312026-05-15

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ROP ROPER TECHNOLOGIES INC23.2K shares-9.18%2026-03-312026-05-15

NAVAN INC NAVAN INC617.6K sharesnew addition2026-03-312026-05-15

SPAB SPDR SERIES TRUST318.3K shares15.46%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC8.5K shares-40.47%2026-03-312026-05-15

BBVA BANCO BILBAO VIZCAYA ARGENTA374.4K shares13.37%2026-03-312026-05-15

PBE INVESCO EXCHANGE TRADED FD T102.0K shares-0.22%2026-03-312026-05-15

IEF ISHARES TR84.6K shares-8.10%2026-03-312026-05-15

TFLO ISHARES TR159.1K shares-15.69%2026-03-312026-05-15

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BARRICK MNG CORP BARRICK MNG CORP196.4K shares12.10%2026-03-312026-05-15

SO SOUTHERN CO82.8K shares2.62%2026-03-312026-05-15

INTC INTEL CORP180.9K shares6.68%2026-03-312026-05-15

MS MORGAN STANLEY48.2K shares0.62%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F156.8K shares11.98%2026-03-312026-05-15

SPTM SPDR SERIES TRUST97.7K shares-5.39%2026-03-312026-05-15

KLAC KLA CORP5.2K shares1.82%2026-03-312026-05-15

FSV FIRSTSERVICE CORP NEW55.1K shares-20.81%2026-03-312026-05-15

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW58.4K shares4.95%2026-03-312026-05-15

BIBL NORTHERN LTS FD TR IV161.0K shares8.95%2026-03-312026-05-15

E ENI SPA133.7K shares24.02%2026-03-312026-05-15

COP CONOCOPHILLIPS57.3K shares0.17%2026-03-312026-05-15

PWR QUANTA SVCS INC13.7K shares5.12%2026-03-312026-05-15

IWB ISHARES TR21.1K shares-4.02%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC130.4K shares8.41%2026-03-312026-05-15

IBTL ISHARES TR363.2K shares14.29%2026-03-312026-05-15

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VO VANGUARD INDEX FDS25.5K shares-2.88%2026-03-312026-05-15

RY ROYAL BK CDA44.8K shares18.63%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC78.3K shares-7.21%2026-03-312026-05-15

IYH ISHARES TR117.0K shares-1.92%2026-03-312026-05-15

CLOA BLACKROCK ETF TRUST II138.7K shares176.76%2026-03-312026-05-15

ESGV VANGUARD WORLD FD63.6K shares0.27%2026-03-312026-05-15

STERIS PLC STERIS PLC32.0K shares-13.34%2026-03-312026-05-15

ULS UL SOLUTIONS INC82.4K shares-22.84%2026-03-312026-05-15

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CRWD CROWDSTRIKE HLDGS INC18.0K shares1.89%2026-03-312026-05-15

IBTM ISHARES TR304.4K shares22.17%2026-03-312026-05-15

CSX CSX CORP169.9K shares-1.17%2026-03-312026-05-15

PFE PFIZER INC248.2K shares3.64%2026-03-312026-05-15

SHOP SHOPIFY INC58.5K shares13.81%2026-03-312026-05-15

ADBE ADOBE INC28.5K shares-54.06%2026-03-312026-05-15

IBDS ISHARES TR279.2K shares64.34%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR232.2K shares-8.78%2026-03-312026-05-15

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KNSL KINSALE CAP GROUP INC19.7K shares-13.69%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR108.6K shares-0.65%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST68.7K shares-87.33%2026-03-312026-05-15

PSX PHILLIPS 6635.9K shares-1.17%2026-03-312026-05-15

LINDE PLC LINDE PLC13.2K shares6.85%2026-03-312026-05-15

SLVP ISHARES INC184.1K shares3.67%2026-03-312026-05-15

CIG CIA ENERGETICA DE MINAS GERA2.7M shares23.55%2026-03-312026-05-15

CSM PROSHARES TR86.6K shares-0.35%2026-03-312026-05-15

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PLD PROLOGIS INC.49.1K shares1.95%2026-03-312026-05-15

USHY ISHARES TR176.7K shares-26.54%2026-03-312026-05-15

VPLS VANGUARD MALVERN FDS83.4K shares8.48%2026-03-312026-05-15

MO ALTRIA GROUP INC97.2K shares4.28%2026-03-312026-05-15

BOND PIMCO ETF TR69.3K shares431.29%2026-03-312026-05-15

CACI CACI INTL INC11.7K shares-1.69%2026-03-312026-05-15

LNT ALLIANT ENERGY CORP88.5K shares1.99%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP9.3K shares-6.11%2026-03-312026-05-15

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APD AIR PRODUCTS AND CHEMICALS I21.4K shares-55.01%2026-03-312026-05-15

IHDG WISDOMTREE TR128.4K shares9.94%2026-03-312026-05-15

IPAC ISHARES TR78.7K shares-3.66%2026-03-312026-05-15

BBY BEST BUY INC93.6K shares186.80%2026-03-312026-05-15

FDG AMERICAN CENTY ETF TR52.4K shares9.75%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP32.7K shares-5.29%2026-03-312026-05-15

TRMB TRIMBLE INC90.5K shares5.36%2026-03-312026-05-15

SUB ISHARES TR55.5K shares-2.84%2026-03-312026-05-15

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CEG CONSTELLATION ENERGY CORP21.0K shares-2.22%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST82.4K shares0.74%2026-03-312026-05-15

EVTR MORGAN STANLEY ETF TRUST115.1K shares0.73%2026-03-312026-05-15

NTRS NORTHERN TR CORP41.7K shares23.53%2026-03-312026-05-15

AAUS EA SERIES TRUST111.0K shares-0.72%2026-03-312026-05-15

FSS FEDERAL SIGNAL CORP53.7K shares-22.84%2026-03-312026-05-15

SMLF ISHARES TR76.6K shares3.58%2026-03-312026-05-15

CB CHUBB LTD SWITZ17.7K shares-0.34%2026-03-312026-05-15

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HEI HEICO CORP NEW21.0K shares-39.01%2026-03-312026-05-15

NKE NIKE INC109.0K shares1.20%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR35.6K shares-4.46%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL8 shares0.00%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS125.3K shares-1.76%2026-03-312026-05-15

GSC GOLDMAN SACHS ETF TR103.8K shares98.69%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC95.6K shares0.84%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP9.3K shares17.51%2026-03-312026-05-15

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IWR ISHARES TR57.2K shares-12.55%2026-03-312026-05-15

DVY ISHARES TR36.7K shares11.54%2026-03-312026-05-15

QCRH QCR HLDGS INC64.8K shares3.82%2026-03-312026-05-15

VTEC VANGUARD CALIF TAX FREE FDS55.5K shares45.09%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC12.2K shares1.23%2026-03-312026-05-15

IBD NORTHERN LTS FD TR IV225.9K shares14.10%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST25.4K shares-11.57%2026-03-312026-05-15

SOXX ISHARES TR16.0K shares-10.42%2026-03-312026-05-15

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BK BANK NEW YORK MELLON CORP44.4K shares24.67%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR104.7K shares0.57%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC45.3K shares-5.47%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST105.3K shares0.04%2026-03-312026-05-15

PAYX PAYCHEX INC54.2K shares1.96%2026-03-312026-05-15

DOV DOVER CORP23.7K shares1.39%2026-03-312026-05-15

IBDT ISHARES TR193.8K shares60.79%2026-03-312026-05-15

ALPS ETF TR ALPS ETF TR92.8K shares-2.55%2026-03-312026-05-15

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SUSC ISHARES TR210.4K shares-0.70%2026-03-312026-05-15

EQIX EQUINIX INC4.9K shares6.13%2026-03-312026-05-15

THOMSON REUTERS CORP THOMSON REUTERS CORP52.1K shares-17.16%2026-03-312026-05-15

AER AERCAP HOLDINGS NV34.1K shares1464.92%2026-03-312026-05-15

BSY BENTLEY SYS INC132.9K sharesnew addition2026-03-312026-05-15

SPYV SPDR SERIES TRUST82.4K shares-4.61%2026-03-312026-05-15

LCTU BLACKROCK ETF TRUST66.2K shares-9.33%2026-03-312026-05-15

IBDU ISHARES TR200.0K shares57.32%2026-03-312026-05-15

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SPEM SPDR INDEX SHS FDS99.0K shares-10.87%2026-03-312026-05-15

IYC ISHARES TR47.5K shares-1.59%2026-03-312026-05-15

SPYG SPDR SERIES TRUST45.7K shares-2.93%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC14.7K shares6.70%2026-03-312026-05-15

AON PLC AON PLC13.8K shares180.66%2026-03-312026-05-15

SIL GLOBAL X FDS49.5K shares43.65%2026-03-312026-05-15

F FORD MTR CO385.5K shares158.71%2026-03-312026-05-15

GWW WW GRAINGER INC4.1K shares11.07%2026-03-312026-05-15

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WELL WELLTOWER INC22.4K shares0.18%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW32.4K shares356.05%2026-03-312026-05-15

IBDV ISHARES TR199.5K shares68.90%2026-03-312026-05-15

IBMQ ISHARES TR170.0K shares28.25%2026-03-312026-05-15

IBMP ISHARES TR170.5K shares28.20%2026-03-312026-05-15

IBMO ISHARES TR167.3K shares27.24%2026-03-312026-05-15

PEY INVESCO EXCHANGE TRADED FD T199.4K shares-4.85%2026-03-312026-05-15

IBMR ISHARES TR168.1K shares28.95%2026-03-312026-05-15

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VCIT VANGUARD SCOTTSDALE FDS51.4K shares1.34%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW58.7K shares-0.54%2026-03-312026-05-15

AZO AUTOZONE INC1.3K shares4.24%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC18.3K shares43.02%2026-03-312026-05-15

IBMS ISHARES TR162.8K shares39.53%2026-03-312026-05-15

GM GENERAL MTRS CO56.2K shares51.90%2026-03-312026-05-15

POOL POOL CORP20.7K shares-15.85%2026-03-312026-05-15

MMM 3M CO28.7K shares2.29%2026-03-312026-05-15

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WSO WATSCO INC11.5K shares-14.14%2026-03-312026-05-15

IXN ISHARES TR41.7K shares4.09%2026-03-312026-05-15

CMCSA COMCAST CORP NEW143.7K shares43.34%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC22.9K shares-6.19%2026-03-312026-05-15

DSI ISHARES TR33.9K shares-5.58%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR81.9K shares96.01%2026-03-312026-05-15

APP APPLOVIN CORP10.2K shares-4.70%2026-03-312026-05-15

SPOT SPOTIFY TECHNOLOGY S A8.4K shares35.63%2026-03-312026-05-15

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DPZ DOMINOS PIZZA INC11.3K sharesnew addition2026-03-312026-05-15

TPIF TIMOTHY PLAN112.0K shares8.26%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC14.5K shares-9.39%2026-03-312026-05-15

WWJD NORTHERN LTS FD TR IV107.3K shares9.79%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION30.4K shares-2.07%2026-03-312026-05-15

IXJ ISHARES TR42.4K shares0.14%2026-03-312026-05-15

EAGG ISHARES TR82.6K shares19.83%2026-03-312026-05-15

MPC MARATHON PETE CORP15.9K shares-0.62%2026-03-312026-05-15

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KMI KINDER MORGAN INC DEL115.7K shares5.69%2026-03-312026-05-15

EA SERIES TRUST EA SERIES TRUST83.3K shares0.00%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC31.5K shares2.06%2026-03-312026-05-15

SHEL SHELL PLC41.3K shares-1.28%2026-03-312026-05-15

WM WASTE MGMT INC DEL16.7K shares9.63%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI113.4K shares5.44%2026-03-312026-05-15

EEM ISHARES TR67.3K shares6.87%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND8.2K shares0.42%2026-03-312026-05-15

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MAR MARRIOTT INTL INC NEW11.6K shares-1.67%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO15.1K shares68.06%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR46.2K shares-2.28%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 406.1K shares-1.08%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP13.5K shares11.11%2026-03-312026-05-15

QLTA ISHARES TR77.5K shares43.40%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR111.7K shares2.49%2026-03-312026-05-15

EFAV ISHARES TR40.2K shares-2.41%2026-03-312026-05-15

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CTVA CORTEVA INC43.2K shares5.16%2026-03-312026-05-15

MGK VANGUARD WORLD FD9.8K shares-3.57%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF93.9K shares4.67%2026-03-312026-05-15

USB US BANCORP69.3K shares1.69%2026-03-312026-05-15

MGV VANGUARD WORLD FD24.8K shares-1.68%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC8.6K shares5.73%2026-03-312026-05-15

NEM NEWMONT CORP33.2K shares8.28%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP13.3K shares7.54%2026-03-312026-05-15

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VLO VALERO ENERGY CORP14.4K shares4.24%2026-03-312026-05-15

AFL AFLAC INC32.0K shares3.62%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L92.5K shares-9.10%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP74.6K shares56.73%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR111.8K shares2.94%2026-03-312026-05-15

DHI D R HORTON INC25.2K shares-18.29%2026-03-312026-05-15

DON WISDOMTREE TR65.7K shares-0.49%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR74.8K shares1.63%2026-03-312026-05-15

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FDX FEDEX CORP9.6K shares9.04%2026-03-312026-05-15

PWB INVESCO EXCHANGE TRADED FD T27.2K shares-13.87%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP12.8K shares7.48%2026-03-312026-05-15

ROST ROSS STORES INC15.7K shares2.44%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC17.0K sharesnew addition2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN21.3K shares6.62%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC25.5K shares7.62%2026-03-312026-05-15

MCK MCKESSON CORP3.8K shares-2.22%2026-03-312026-05-15

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VTEB VANGUARD MUN BD FDS66.2K shares6.33%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP41.2K shares2.69%2026-03-312026-05-15

IWP ISHARES TR25.5K shares-16.01%2026-03-312026-05-15

IDEV ISHARES TR39.0K shares-1.93%2026-03-312026-05-15

ICVT ISHARES TR31.8K shares-48.46%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC10.9K shares-0.09%2026-03-312026-05-15

VCR VANGUARD WORLD FD8.9K shares6.97%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR28.6K shares139.84%2026-03-312026-05-15

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AMJB JPMORGAN CHASE FINL CO LLC92.0K shares0.00%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC16.0K shares-14.04%2026-03-312026-05-15

OKE ONEOK INC NEW34.7K shares14.08%2026-03-312026-05-15

DOW DOW HLDGS INC73.6K shares33.41%2026-03-312026-05-15

GLW CORNING INC22.5K shares12.99%2026-03-312026-05-15

PGR PROGRESSIVE CORP15.3K shares2.63%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC8.7K shares-1.63%2026-03-312026-05-15

TFC TRUIST FINL CORP65.2K shares1.96%2026-03-312026-05-15

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CMI CUMMINS INC5.5K shares8.25%2026-03-312026-05-15

VPU VANGUARD WORLD FD15.0K shares6.09%2026-03-312026-05-15

CVS CVS HEALTH CORP41.1K shares-3.57%2026-03-312026-05-15

VXUS VANGUARD STAR FDS38.3K shares114.78%2026-03-312026-05-15

SPYM SPDR SERIES TRUST38.4K shares314.88%2026-03-312026-05-15

EOG EOG RES INC20.3K shares-4.34%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION265.3K shares-7.78%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC14.1K shares0.57%2026-03-312026-05-15

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PCAR PACCAR INC25.2K shares15.60%2026-03-312026-05-15

TGT TARGET CORP24.0K shares15.86%2026-03-312026-05-15

ECL ECOLAB INC10.8K shares4.90%2026-03-312026-05-15

IBB ISHARES TR17.0K shares-6.85%2026-03-312026-05-15

AMP AMERIPRISE FINL INC6.4K shares37.57%2026-03-312026-05-15

TLT ISHARES TR32.5K shares-20.19%2026-03-312026-05-15

CENCORA INC CENCORA INC8.9K shares22.18%2026-03-312026-05-15

ALGN ALIGN TECHNOLOGY INC16.1K shares9.16%2026-03-312026-05-15

Sponsored

HDB HDFC BANK LTD110.5K shares-28.50%2026-03-312026-05-15

SLB SLB LIMITED52.8K shares20.19%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW14.5K shares4.11%2026-03-312026-05-15

GDXJ VANECK ETF TRUST22.6K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP43.0K shares-21.49%2026-03-312026-05-15

SHV ISHARES TR24.4K shares1.20%2026-03-312026-05-15

ETR ENTERGY CORP NEW23.9K shares-0.40%2026-03-312026-05-15

GSST GOLDMAN SACHS ETF TR52.5K shares29.87%2026-03-312026-05-15

Sponsored

TSCO TRACTOR SUPPLY CO57.9K shares-52.68%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP9.1K shares-0.89%2026-03-312026-05-15

HAL HALLIBURTON CO66.3K shares6.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC14.9K shares4.44%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC93.9K shares10.63%2026-03-312026-05-15

HCA HCA HEALTHCARE INC5.4K shares-31.25%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.5K shares-3.73%2026-03-312026-05-15

TPLC TIMOTHY PLAN54.8K shares12.44%2026-03-312026-05-15

Sponsored

VFH VANGUARD WORLD FD20.9K shares0.00%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD36.9K shares8.82%2026-03-312026-05-15

NUE NUCOR CORP14.8K shares7.14%2026-03-312026-05-15

MCO MOODYS CORP5.7K shares-3.32%2026-03-312026-05-15

VANGUARD INDEX FDS

0.80%

Shares1.6M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

6.89%

Shares1.4M

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.17%

Shares764.3K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

1.88%

Shares5.1M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.29%

Shares1.8M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

9.01%

Shares2.1M

Event2026-03-31

Filed2026-05-15

RGEN

REPLIGEN CORP

0.11%

Shares2.8M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

2.50%

Shares774.5K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

4.49%

Shares3.7M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-1.21%

Shares1.4M

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-5.54%

Shares3.6M

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

2.25%

Shares554.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-6.17%

Shares791.0K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

30.69%

Shares9.9M

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

2.68%

Shares4.1M

Event2026-03-31

Filed2026-05-15

SHDG

ADVISOR MANAGED PORTFOLIOS

-0.56%

Shares5.0M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-30.57%

Shares1.9M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-4.19%

Shares508.6K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

-2.42%

Shares1.2M

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES TR

-5.10%

Shares3.3M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

0.68%

Shares670.4K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-9.70%

Shares660.6K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES TR

4.93%

Shares1.4M

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.43%

Shares233.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

1.23%

Shares268.0K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

1.99%

Shares1.1M

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

68.81%

Shares4.6M

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

6.68%

Shares619.4K

Event2026-03-31

Filed2026-05-15

DBEF

DBX ETF TR

-3.13%

Shares2.3M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.45%

Shares370.8K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-16.97%

Shares1.8M

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

-1.06%

Shares1.9M

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-2.57%

Shares366.3K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS INC

-0.46%

Shares156.0K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS ETF TR

85.40%

Shares1.7M

Event2026-03-31

Filed2026-05-15

SPMD

SPDR SERIES TRUST

12.35%

Shares1.4M

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB STRATEGIC TR

2.08%

Shares2.9M

Event2026-03-31

Filed2026-05-15

VISA INC

6.22%

Shares279.9K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

-3.09%

Shares1.1M

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-3.24%

Shares80.7K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-0.46%

Shares786.7K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

16.22%

Shares233.3K

Event2026-03-31

Filed2026-05-15

SHM

SPDR SERIES TRUST

-21.91%

Shares1.4M

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

4.44%

Shares613.7K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

-9.49%

Shares1.2M

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-10.33%

Shares47.6K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

3.58%

Shares638.5K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

2.51%

Shares611.4K

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

-1.35%

Shares762.0K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-1.16%

Shares2.4M

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-12.03%

Shares271.3K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

3.03%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TR

0.23%

Shares319.4K

Event2026-03-31

Filed2026-05-15

TLH

ISHARES TR

-1.37%

Shares574.4K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.44%

Shares60.6K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.11%

Shares255.4K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES TR

3416.01%

Shares490.5K

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD INDEX FDS

-10.99%

Shares605.0K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

0.26%

Shares258.0K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

0.97%

Shares214.3K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

24.13%

Shares355.0K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

3.85%

Shares297.4K

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

-5.44%

Shares561.5K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

1.65%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-2.27%

Shares1.6M

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-2.21%

Shares1.9M

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-4.33%

Shares141.2K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES TR

6.60%

Shares922.4K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

-11.20%

Shares884.0K

Event2026-03-31

Filed2026-05-15

THRO

BLACKROCK ETF TRUST

0.64%

Shares1.3M

Event2026-03-31

Filed2026-05-15

MEDTRONIC PLC

3.47%

Shares522.5K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-3.45%

Shares345.2K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

-3.97%

Shares142.8K

Event2026-03-31

Filed2026-05-15

IBTG

ISHARES TR

10.30%

Shares1.9M

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

-0.58%

Shares271.1K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-1.02%

Shares112.5K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-0.62%

Shares96.2K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

-8.91%

Shares210.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

-0.14%

Shares124.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-21.02%

Shares313.8K

Event2026-03-31

Filed2026-05-15

NVO

NOVO-NORDISK A S

62.35%

Shares1.1M

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-2.26%

Shares127.7K

Event2026-03-31

Filed2026-05-15

GSIE

GOLDMAN SACHS ETF TR

323.64%

Shares894.5K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.52%

Shares109.4K

Event2026-03-31

Filed2026-05-15

ISRG

INTUITIVE SURGICAL INC

2.32%

Shares79.7K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-3.43%

Shares535.1K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-1.16%

Shares151.9K

Event2026-03-31

Filed2026-05-15

BLCR

BLACKROCK ETF TRUST

New

Shares864.3K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

0.51%

Shares562.6K

Event2026-03-31

Filed2026-05-15

UNILEVER PLC

10.80%

Shares617.6K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

57.07%

Shares364.1K

Event2026-03-31

Filed2026-05-15

IDEF

BLACKROCK ETF TRUST

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS ETF TR

88.61%

Shares681.1K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

14.01%

Shares148.1K

Event2026-03-31

Filed2026-05-15

VNQI

VANGUARD INTL EQUITY INDEX F

-17.54%

Shares752.5K

Event2026-03-31

Filed2026-05-15

IBTH

ISHARES TR

19.94%

Shares1.5M

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

-12.02%

Shares77.8K

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

16.24%

Shares677.4K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

2.88%

Shares435.8K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-7.80%

Shares64.3K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-4.26%

Shares36.8K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-34.58%

Shares215.4K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

-1.07%

Shares89.8K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

0.41%

Shares44.4K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

-0.39%

Shares570.8K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

3.68%

Shares36.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-1.11%

Shares117.4K

Event2026-03-31

Filed2026-05-15

GTIP

GOLDMAN SACHS ETF TR

94.17%

Shares620.3K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

6.75%

Shares87.6K

Event2026-03-31

Filed2026-05-15

HELO

J P MORGAN EXCHANGE TRADED F

8.85%

Shares448.9K

Event2026-03-31

Filed2026-05-15

DEERE & CO

2.23%

Shares51.0K

Event2026-03-31

Filed2026-05-15

ACCENTURE PLC IRELAND

-2.37%

Shares144.6K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

-0.28%

Shares275.5K

Event2026-03-31

Filed2026-05-15

IGSB

ISHARES TR

-8.72%

Shares514.9K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

4.58%

Shares94.0K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

44.35%

Shares170.5K

Event2026-03-31

Filed2026-05-15

IBTI

ISHARES TR

13.14%

Shares1.2M

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

-4.69%

Shares29.3K

Event2026-03-31

Filed2026-05-15

IBTJ

ISHARES TR

13.51%

Shares1.2M

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-4.22%

Shares176.7K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-0.59%

Shares202.6K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

2.47%

Shares394.9K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

1.68%

Shares69.1K

Event2026-03-31

Filed2026-05-15

IBTK

ISHARES TR

33.77%

Shares1.2M

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

1.22%

Shares49.3K

Event2026-03-31

Filed2026-05-15

CRM

SALESFORCE INC

-2.30%

Shares129.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.14%

Shares80.5K

Event2026-03-31

Filed2026-05-15

GEM

GOLDMAN SACHS ETF TR

90.27%

Shares553.2K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

-11.78%

Shares163.8K

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US INC

-2.67%

Shares108.1K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL WKS INC

9.10%

Shares86.4K

Event2026-03-31

Filed2026-05-15

KKR & CO INC

-2.39%

Shares241.5K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

0.55%

Shares317.6K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

7.93%

Shares92.8K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

3.08%

Shares164.3K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

1.49%

Shares100.7K

Event2026-03-31

Filed2026-05-15

HYMB

SPDR SERIES TRUST

-10.91%

Shares865.6K

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

95.94%

Shares204.7K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

-1.39%

Shares55.6K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

-2.55%

Shares407.6K

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES INC

-15.29%

Shares144.7K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-2.94%

Shares802.5K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

-1.76%

Shares195.9K

Event2026-03-31

Filed2026-05-15

SCMB

SCHWAB STRATEGIC TR

20.58%

Shares779.9K

Event2026-03-31

Filed2026-05-15

IJS

ISHARES TR

-6.97%

Shares166.8K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.74%

Shares79.4K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

1.87%

Shares95.9K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

3.68%

Shares263.3K

Event2026-03-31

Filed2026-05-15

WAB

WABTEC

-6.01%

Shares77.2K

Event2026-03-31

Filed2026-05-15

IJT

ISHARES TR

-3.37%

Shares129.1K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-1.36%

Shares98.4K

Event2026-03-31

Filed2026-05-15

XLV

SELECT SECTOR SPDR TR

-1.46%

Shares124.7K

Event2026-03-31

Filed2026-05-15

BKNG

BOOKING HOLDINGS INC

-0.92%

Shares4.3K

Event2026-03-31

Filed2026-05-15

IRM

IRON MTN INC DEL

1.61%

Shares175.7K

Event2026-03-31

Filed2026-05-15

NDAQ

NASDAQ INC

-17.58%

Shares209.1K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-1.34%

Shares191.3K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

-2.41%

Shares145.3K

Event2026-03-31

Filed2026-05-15

AMT

AMERICAN TOWER CORP

-4.27%

Shares100.7K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

4.79%

Shares80.2K

Event2026-03-31

Filed2026-05-15

PULS

PGIM ETF TR

25.82%

Shares336.4K

Event2026-03-31

Filed2026-05-15

JACOBS SOLUTIONS INC

0.89%

Shares130.2K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-21.81%

Shares199.9K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

4.18%

Shares101.4K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

7.31%

Shares285.6K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-0.79%

Shares75.8K

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO & CO

4.07%

Shares202.8K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-6.24%

Shares37.2K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

20.14%

Shares156.8K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

1.60%

Shares113.8K

Event2026-03-31

Filed2026-05-15

AJG

GALLAGHER ARTHUR J & CO

-10.29%

Shares72.3K

Event2026-03-31

Filed2026-05-15

IWV

ISHARES TR

-3.50%

Shares41.9K

Event2026-03-31

Filed2026-05-15

CME

CME GROUP INC

-10.90%

Shares52.4K

Event2026-03-31

Filed2026-05-15

AT&T INC

-0.79%

Shares530.5K

Event2026-03-31

Filed2026-05-15

PROFESIONALLY MANAGED PORTFO

-24.34%

Shares290.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

-40.06%

Shares167.3K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

4.52%

Shares305.3K

Event2026-03-31

Filed2026-05-15

MINT

PIMCO ETF TR

1.67%

Shares149.1K

Event2026-03-31

Filed2026-05-15

SPTL

SPDR SERIES TRUST

99.01%

Shares570.8K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE IN

-21.36%

Shares89.1K

Event2026-03-31

Filed2026-05-15

DSTL

ETF SER SOLUTIONS

1.26%

Shares255.6K

Event2026-03-31

Filed2026-05-15

COLGATE PALMOLIVE CO

6.26%

Shares171.1K

Event2026-03-31

Filed2026-05-15

ARES

ARES MANAGEMENT CORPORATION

-12.04%

Shares131.9K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

5.74%

Shares96.7K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

0.15%

Shares426.1K

Event2026-03-31

Filed2026-05-15

FFIV

F5 INC

-0.21%

Shares48.7K

Event2026-03-31

Filed2026-05-15

NVS

NOVARTIS AG

8.25%

Shares92.1K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD TR

-62.76%

Shares159.4K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

1.08%

Shares258.5K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

1.04%

Shares148.2K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

1.75%

Shares145.7K

Event2026-03-31

Filed2026-05-15

XLC

SELECT SECTOR SPDR TR

-1.87%

Shares122.6K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

3.92%

Shares585.1K

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELEC CO

-2.20%

Shares103.6K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-2.51%

Shares188.2K

Event2026-03-31

Filed2026-05-15

GMUB

GOLDMAN SACHS ETF TR

168.89%

Shares264.6K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

-0.64%

Shares53.9K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

1.57%

Shares55.1K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

10.45%

Shares38.8K

Event2026-03-31

Filed2026-05-15

IEUR

ISHARES TR

-1.36%

Shares186.0K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-1.25%

Shares265.3K

Event2026-03-31

Filed2026-05-15

NOBL

PROSHARES TR

-3.48%

Shares120.8K

Event2026-03-31

Filed2026-05-15

CAIE

CALAMOS ETF TR

51.13%

Shares506.2K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

1.15%

Shares166.9K

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

1.45%

Shares105.9K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

5.83%

Shares64.9K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

0.94%

Shares36.4K

Event2026-03-31

Filed2026-05-15

VCSH

VANGUARD SCOTTSDALE FDS

8.60%

Shares156.3K

Event2026-03-31

Filed2026-05-15

CALAMOS ETF TR

45.47%

Shares517.6K

Event2026-03-31

Filed2026-05-15

KMB

KIMBERLY-CLARK CORP

7.40%

Shares126.5K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

2.07%

Shares73.0K

Event2026-03-31

Filed2026-05-15

IGEB

ISHARES TR

-18.38%

Shares265.0K

Event2026-03-31

Filed2026-05-15

SMOT

VANECK ETF TRUST

-0.41%

Shares338.5K

Event2026-03-31

Filed2026-05-15

LAMR

LAMAR ADVERTISING CO

3.33%

Shares93.0K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

8.83%

Shares212.1K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

5.52%

Shares37.8K

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES INC

-2.12%

Shares50.3K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.69%

Shares119.3K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

-3.13%

Shares244.2K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

27.01%

Shares65.9K

Event2026-03-31

Filed2026-05-15

BNL

BROADSTONE NET LEASE INC

-1.69%

Shares605.5K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

20.33%

Shares75.3K

Event2026-03-31

Filed2026-05-15

MPLX

MPLX LP

8.86%

Shares187.8K

Event2026-03-31

Filed2026-05-15

DEO

DIAGEO PLC

46.98%

Shares143.2K

Event2026-03-31

Filed2026-05-15

SNOW

SNOWFLAKE INC

21.57%

Shares70.4K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-2.87%

Shares43.7K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

-1.25%

Shares122.2K

Event2026-03-31

Filed2026-05-15

IETC

ISHARES U S ETF TR

15.38%

Shares119.3K

Event2026-03-31

Filed2026-05-15

BALL

BALL CORP

0.24%

Shares178.1K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

8.63%

Shares174.9K

Event2026-03-31

Filed2026-05-15

BMY

BRISTOL-MYERS SQUIBB CO

6.32%

Shares169.9K

Event2026-03-31

Filed2026-05-15

MSCI

MSCI INC

1.06%

Shares19.0K

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE TR

-7.03%

Shares203.1K

Event2026-03-31

Filed2026-05-15

SYK

STRYKER CORPORATION

-5.85%

Shares30.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

0.16%

Shares73.3K

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

-0.23%

Shares87.7K

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

0.92%

Shares142.0K

Event2026-03-31

Filed2026-05-15

PTL

NORTHERN LTS FD TR IV

10.79%

Shares39.7K

Event2026-03-31

Filed2026-05-15

SYSB

ISHARES TR

1.56%

Shares111.9K

Event2026-03-31

Filed2026-05-15

ACGL

ARCH CAP GROUP LTD

6.61%

Shares103.3K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

-4.14%

Shares50.9K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

7.76%

Shares168.7K

Event2026-03-31

Filed2026-05-15

ODFL

OLD DOMINION FREIGHT LINE IN

-16.34%

Shares50.5K

Event2026-03-31

Filed2026-05-15

BOEING CO

2.25%

Shares49.5K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

39.53%

Shares130.0K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

3.24%

Shares22.5K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-6.15%

Shares34.6K

Event2026-03-31

Filed2026-05-15

CRAI

CRA INTL INC

-20.65%

Shares57.8K

Event2026-03-31

Filed2026-05-15

RSG

REPUBLIC SVCS INC

-9.82%

Shares42.6K

Event2026-03-31

Filed2026-05-15

RUNN

STRATEGIC TRUST

5.80%

Shares289.4K

Event2026-03-31

Filed2026-05-15

TJX

TJX COS INC NEW

6.15%

Shares57.8K

Event2026-03-31

Filed2026-05-15

BSJQ

INVESCO EXCH TRD SLF IDX FD

-3.62%

Shares394.2K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA PROCESSING IN

-9.28%

Shares44.8K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

-2.93%

Shares64.4K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES TR

-90.25%

Shares28.6K

Event2026-03-31

Filed2026-05-15

XYL

XYLEM INC

4.41%

Shares76.0K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR

22.95%

Shares372.5K

Event2026-03-31

Filed2026-05-15

MSI

MOTOROLA SOLUTIONS INC

-10.43%

Shares20.5K

Event2026-03-31

Filed2026-05-15

IYF

ISHARES TR

-1.69%

Shares74.4K

Event2026-03-31

Filed2026-05-15

PEG

PUBLIC SVC ENTERPRISE GROUP

1.86%

Shares106.2K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-26.40%

Shares26.6K

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL SVCS INC

4.29%

Shares85.8K

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD WORLD FD

2.76%

Shares12.0K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

-10.27%

Shares94.7K

Event2026-03-31

Filed2026-05-15

GVI

ISHARES TR

-7.81%

Shares77.7K

Event2026-03-31

Filed2026-05-15

ROP

ROPER TECHNOLOGIES INC

-9.18%

Shares23.2K

Event2026-03-31

Filed2026-05-15

NAVAN INC

New

Shares617.6K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

15.46%

Shares318.3K

Event2026-03-31

Filed2026-05-15

BLACKROCK INC

-40.47%

Shares8.5K

Event2026-03-31

Filed2026-05-15

BBVA

BANCO BILBAO VIZCAYA ARGENTA

13.37%

Shares374.4K

Event2026-03-31

Filed2026-05-15

PBE

INVESCO EXCHANGE TRADED FD T

-0.22%

Shares102.0K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

-8.10%

Shares84.6K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

-15.69%

Shares159.1K

Event2026-03-31

Filed2026-05-15

BARRICK MNG CORP

12.10%

Shares196.4K

Event2026-03-31

Filed2026-05-15

SOUTHERN CO

2.62%

Shares82.8K

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

6.68%

Shares180.9K

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

0.62%

Shares48.2K

Event2026-03-31

Filed2026-05-15

JMUB

J P MORGAN EXCHANGE TRADED F

11.98%

Shares156.8K

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

-5.39%

Shares97.7K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

1.82%

Shares5.2K

Event2026-03-31

Filed2026-05-15

FSV

FIRSTSERVICE CORP NEW

-20.81%

Shares55.1K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

4.95%

Shares58.4K

Event2026-03-31

Filed2026-05-15

BIBL

NORTHERN LTS FD TR IV

8.95%

Shares161.0K

Event2026-03-31

Filed2026-05-15

ENI SPA

24.02%

Shares133.7K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

0.17%

Shares57.3K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

5.12%

Shares13.7K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-4.02%

Shares21.1K

Event2026-03-31

Filed2026-05-15

MDLZ

MONDELEZ INTL INC

8.41%

Shares130.4K

Event2026-03-31

Filed2026-05-15

IBTL

ISHARES TR

14.29%

Shares363.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-2.88%

Shares25.5K

Event2026-03-31

Filed2026-05-15

ROYAL BK CDA

18.63%

Shares44.8K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-7.21%

Shares78.3K

Event2026-03-31

Filed2026-05-15

IYH

ISHARES TR

-1.92%

Shares117.0K

Event2026-03-31

Filed2026-05-15

CLOA

BLACKROCK ETF TRUST II

176.76%

Shares138.7K

Event2026-03-31

Filed2026-05-15

ESGV

VANGUARD WORLD FD

0.27%

Shares63.6K

Event2026-03-31

Filed2026-05-15

STERIS PLC

-13.34%

Shares32.0K

Event2026-03-31

Filed2026-05-15

ULS

UL SOLUTIONS INC

-22.84%

Shares82.4K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

1.89%

Shares18.0K

Event2026-03-31

Filed2026-05-15

IBTM

ISHARES TR

22.17%

Shares304.4K

Event2026-03-31

Filed2026-05-15

CSX

CSX CORP

-1.17%

Shares169.9K

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

3.64%

Shares248.2K

Event2026-03-31

Filed2026-05-15

SHOP

SHOPIFY INC

13.81%

Shares58.5K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-54.06%

Shares28.5K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR

64.34%

Shares279.2K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-8.78%

Shares232.2K

Event2026-03-31

Filed2026-05-15

KNSL

KINSALE CAP GROUP INC

-13.69%

Shares19.7K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

-0.65%

Shares108.6K

Event2026-03-31

Filed2026-05-15

SPDR SERIES TRUST

-87.33%

Shares68.7K

Event2026-03-31

Filed2026-05-15

PSX

PHILLIPS 66

-1.17%

Shares35.9K

Event2026-03-31

Filed2026-05-15

LINDE PLC

6.85%

Shares13.2K

Event2026-03-31

Filed2026-05-15

SLVP

ISHARES INC

3.67%

Shares184.1K

Event2026-03-31

Filed2026-05-15

CIG

CIA ENERGETICA DE MINAS GERA

23.55%

Shares2.7M

Event2026-03-31

Filed2026-05-15

CSM

PROSHARES TR

-0.35%

Shares86.6K

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC.

1.95%

Shares49.1K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

-26.54%

Shares176.7K

Event2026-03-31

Filed2026-05-15

VPLS

VANGUARD MALVERN FDS

8.48%

Shares83.4K

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP INC

4.28%

Shares97.2K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

431.29%

Shares69.3K

Event2026-03-31

Filed2026-05-15

CACI

CACI INTL INC

-1.69%

Shares11.7K

Event2026-03-31

Filed2026-05-15

LNT

ALLIANT ENERGY CORP

1.99%

Shares88.5K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

-6.11%

Shares9.3K

Event2026-03-31

Filed2026-05-15

APD

AIR PRODUCTS AND CHEMICALS I

-55.01%

Shares21.4K

Event2026-03-31

Filed2026-05-15

IHDG

WISDOMTREE TR

9.94%

Shares128.4K

Event2026-03-31

Filed2026-05-15

IPAC

ISHARES TR

-3.66%

Shares78.7K

Event2026-03-31

Filed2026-05-15

BBY

BEST BUY INC

186.80%

Shares93.6K

Event2026-03-31

Filed2026-05-15

FDG

AMERICAN CENTY ETF TR

9.75%

Shares52.4K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-5.29%

Shares32.7K

Event2026-03-31

Filed2026-05-15

TRMB

TRIMBLE INC

5.36%

Shares90.5K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

-2.84%

Shares55.5K

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-2.22%

Shares21.0K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

0.74%

Shares82.4K

Event2026-03-31

Filed2026-05-15

EVTR

MORGAN STANLEY ETF TRUST

0.73%

Shares115.1K

Event2026-03-31

Filed2026-05-15

NTRS

NORTHERN TR CORP

23.53%

Shares41.7K

Event2026-03-31

Filed2026-05-15

AAUS

EA SERIES TRUST

-0.72%

Shares111.0K

Event2026-03-31

Filed2026-05-15

FSS

FEDERAL SIGNAL CORP

-22.84%

Shares53.7K

Event2026-03-31

Filed2026-05-15

SMLF

ISHARES TR

3.58%

Shares76.6K

Event2026-03-31

Filed2026-05-15

CHUBB LTD SWITZ

-0.34%

Shares17.7K

Event2026-03-31

Filed2026-05-15

HEI

HEICO CORP NEW

-39.01%

Shares21.0K

Event2026-03-31

Filed2026-05-15

NKE

NIKE INC

1.20%

Shares109.0K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-4.46%

Shares35.6K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares8

Event2026-03-31

Filed2026-05-15

SPDW

SPDR INDEX SHS FDS

-1.76%

Shares125.3K

Event2026-03-31

Filed2026-05-15

GSC

GOLDMAN SACHS ETF TR

98.69%

Shares103.8K

Event2026-03-31

Filed2026-05-15

FCX

FREEPORT MCMORAN INC

0.84%

Shares95.6K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

17.51%

Shares9.3K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES TR

-12.55%

Shares57.2K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES TR

11.54%

Shares36.7K

Event2026-03-31

Filed2026-05-15

QCRH

QCR HLDGS INC

3.82%

Shares64.8K

Event2026-03-31

Filed2026-05-15

VTEC

VANGUARD CALIF TAX FREE FDS

45.09%

Shares55.5K

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS INC

1.23%

Shares12.2K

Event2026-03-31

Filed2026-05-15

IBD

NORTHERN LTS FD TR IV

14.10%

Shares225.9K

Event2026-03-31

Filed2026-05-15

FTEC

FIDELITY COVINGTON TRUST

-11.57%

Shares25.4K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

-10.42%

Shares16.0K

Event2026-03-31

Filed2026-05-15

BANK NEW YORK MELLON CORP

24.67%

Shares44.4K

Event2026-03-31

Filed2026-05-15

XLF

SELECT SECTOR SPDR TR

0.57%

Shares104.7K

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

-5.47%

Shares45.3K

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

0.04%

Shares105.3K

Event2026-03-31

Filed2026-05-15

PAYX

PAYCHEX INC

1.96%

Shares54.2K

Event2026-03-31

Filed2026-05-15

DOV

DOVER CORP

1.39%

Shares23.7K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES TR

60.79%

Shares193.8K

Event2026-03-31

Filed2026-05-15

ALPS ETF TR

-2.55%

Shares92.8K

Event2026-03-31

Filed2026-05-15

SUSC

ISHARES TR

-0.70%

Shares210.4K

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

6.13%

Shares4.9K

Event2026-03-31

Filed2026-05-15

THOMSON REUTERS CORP

-17.16%

Shares52.1K

Event2026-03-31

Filed2026-05-15

AER

AERCAP HOLDINGS NV

1464.92%

Shares34.1K

Event2026-03-31

Filed2026-05-15

BSY

BENTLEY SYS INC

New

Shares132.9K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

-4.61%

Shares82.4K

Event2026-03-31

Filed2026-05-15

LCTU

BLACKROCK ETF TRUST

-9.33%

Shares66.2K

Event2026-03-31

Filed2026-05-15

IBDU

ISHARES TR

57.32%

Shares200.0K

Event2026-03-31

Filed2026-05-15

SPEM

SPDR INDEX SHS FDS

-10.87%

Shares99.0K

Event2026-03-31

Filed2026-05-15

IYC

ISHARES TR

-1.59%

Shares47.5K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

-2.93%

Shares45.7K

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE HLDGS INC

6.70%

Shares14.7K

Event2026-03-31

Filed2026-05-15

AON PLC

180.66%

Shares13.8K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X FDS

43.65%

Shares49.5K

Event2026-03-31

Filed2026-05-15

FORD MTR CO

158.71%

Shares385.5K

Event2026-03-31

Filed2026-05-15

GWW

WW GRAINGER INC

11.07%

Shares4.1K

Event2026-03-31

Filed2026-05-15

WELL

WELLTOWER INC

0.18%

Shares22.4K

Event2026-03-31

Filed2026-05-15

AWK

AMERICAN WTR WKS CO INC NEW

356.05%

Shares32.4K

Event2026-03-31

Filed2026-05-15

IBDV

ISHARES TR

68.90%

Shares199.5K

Event2026-03-31

Filed2026-05-15

IBMQ

ISHARES TR

28.25%

Shares170.0K

Event2026-03-31

Filed2026-05-15

IBMP

ISHARES TR

28.20%

Shares170.5K

Event2026-03-31

Filed2026-05-15

IBMO

ISHARES TR

27.24%

Shares167.3K

Event2026-03-31

Filed2026-05-15

PEY

INVESCO EXCHANGE TRADED FD T

-4.85%

Shares199.4K

Event2026-03-31

Filed2026-05-15

IBMR

ISHARES TR

28.95%

Shares168.1K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD SCOTTSDALE FDS

1.34%

Shares51.4K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE CORP NEW

-0.54%

Shares58.7K

Event2026-03-31

Filed2026-05-15

AZO

AUTOZONE INC

4.24%

Shares1.3K

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE INC

43.02%

Shares18.3K

Event2026-03-31

Filed2026-05-15

IBMS

ISHARES TR

39.53%

Shares162.8K

Event2026-03-31

Filed2026-05-15

GENERAL MTRS CO

51.90%

Shares56.2K

Event2026-03-31

Filed2026-05-15

POOL

POOL CORP

-15.85%

Shares20.7K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

2.29%

Shares28.7K

Event2026-03-31

Filed2026-05-15

WSO

WATSCO INC

-14.14%

Shares11.5K

Event2026-03-31

Filed2026-05-15

IXN

ISHARES TR

4.09%

Shares41.7K

Event2026-03-31

Filed2026-05-15

CMCSA

COMCAST CORP NEW

43.34%

Shares143.7K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL RLTY TR INC

-6.19%

Shares22.9K

Event2026-03-31

Filed2026-05-15

DSI

ISHARES TR

-5.58%

Shares33.9K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

96.01%

Shares81.9K

Event2026-03-31

Filed2026-05-15

APP

APPLOVIN CORP

-4.70%

Shares10.2K

Event2026-03-31

Filed2026-05-15

SPOT

SPOTIFY TECHNOLOGY S A

35.63%

Shares8.4K

Event2026-03-31

Filed2026-05-15

DPZ

DOMINOS PIZZA INC

New

Shares11.3K

Event2026-03-31

Filed2026-05-15

TPIF

TIMOTHY PLAN

8.26%

Shares112.0K

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN SYSTEM INC

-9.39%

Shares14.5K

Event2026-03-31

Filed2026-05-15

WWJD

NORTHERN LTS FD TR IV

9.79%

Shares107.3K

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-2.07%

Shares30.4K

Event2026-03-31

Filed2026-05-15

IXJ

ISHARES TR

0.14%

Shares42.4K

Event2026-03-31

Filed2026-05-15

EAGG

ISHARES TR

19.83%

Shares82.6K

Event2026-03-31

Filed2026-05-15

MPC

MARATHON PETE CORP

-0.62%

Shares15.9K

Event2026-03-31

Filed2026-05-15

KMI

KINDER MORGAN INC DEL

5.69%

Shares115.7K

Event2026-03-31

Filed2026-05-15

EA SERIES TRUST

0.00%

Shares83.3K

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS INC

2.06%

Shares31.5K

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

-1.28%

Shares41.3K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

9.63%

Shares16.7K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

5.44%

Shares113.4K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

6.87%

Shares67.3K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

0.42%

Shares8.2K

Event2026-03-31

Filed2026-05-15

MAR

MARRIOTT INTL INC NEW

-1.67%

Shares11.6K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

68.06%

Shares15.1K

Event2026-03-31

Filed2026-05-15

XLP

SELECT SECTOR SPDR TR

-2.28%

Shares46.2K

Event2026-03-31

Filed2026-05-15

MDY

STATE STR SPDR S&P MIDCAP 40

-1.08%

Shares6.1K

Event2026-03-31

Filed2026-05-15

RCL

ROYAL CARIBBEAN GROUP

11.11%

Shares13.5K

Event2026-03-31

Filed2026-05-15

QLTA

ISHARES TR

43.40%

Shares77.5K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

2.49%

Shares111.7K

Event2026-03-31

Filed2026-05-15

EFAV

ISHARES TR

-2.41%

Shares40.2K

Event2026-03-31

Filed2026-05-15

CTVA

CORTEVA INC

5.16%

Shares43.2K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

-3.57%

Shares9.8K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

4.67%

Shares93.9K

Event2026-03-31

Filed2026-05-15

USB

US BANCORP

1.69%

Shares69.3K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

-1.68%

Shares24.8K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES PLC

5.73%

Shares8.6K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

8.28%

Shares33.2K

Event2026-03-31

Filed2026-05-15

WDC

WESTERN DIGITAL CORP

7.54%

Shares13.3K

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY CORP

4.24%

Shares14.4K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

3.62%

Shares32.0K

Event2026-03-31

Filed2026-05-15

EPD

ENTERPRISE PRODS PARTNERS L

-9.10%

Shares92.5K

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD BANCORP

56.73%

Shares74.6K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

2.94%

Shares111.8K

Event2026-03-31

Filed2026-05-15

DHI

D R HORTON INC

-18.29%

Shares25.2K

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE TR

-0.49%

Shares65.7K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

1.63%

Shares74.8K

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

9.04%

Shares9.6K

Event2026-03-31

Filed2026-05-15

PWB

INVESCO EXCHANGE TRADED FD T

-13.87%

Shares27.2K

Event2026-03-31

Filed2026-05-15

THE CIGNA GROUP

7.48%

Shares12.8K

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES INC

2.44%

Shares15.7K

Event2026-03-31

Filed2026-05-15

ASTRAZENECA PLC

New

Shares17.0K

Event2026-03-31

Filed2026-05-15

ICE

INTERCONTINENTAL EXCHANGE IN

6.62%

Shares21.3K

Event2026-03-31

Filed2026-05-15

AEP

AMERICAN ELEC PWR CO INC

7.62%

Shares25.5K

Event2026-03-31

Filed2026-05-15

MCK

MCKESSON CORP

-2.22%

Shares3.8K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

6.33%

Shares66.2K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

2.69%

Shares41.2K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

-16.01%

Shares25.5K

Event2026-03-31

Filed2026-05-15

IDEV

ISHARES TR

-1.93%

Shares39.0K

Event2026-03-31

Filed2026-05-15

ICVT

ISHARES TR

-48.46%

Shares31.8K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

-0.09%

Shares10.9K

Event2026-03-31

Filed2026-05-15

VCR

VANGUARD WORLD FD

6.97%

Shares8.9K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

139.84%

Shares28.6K

Event2026-03-31

Filed2026-05-15

AMJB

JPMORGAN CHASE FINL CO LLC

0.00%

Shares92.0K

Event2026-03-31

Filed2026-05-15

DRI

DARDEN RESTAURANTS INC

-14.04%

Shares16.0K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC NEW

14.08%

Shares34.7K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

33.41%

Shares73.6K

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

12.99%

Shares22.5K

Event2026-03-31

Filed2026-05-15

PGR

PROGRESSIVE CORP

2.63%

Shares15.3K

Event2026-03-31

Filed2026-05-15

LHX

L3HARRIS TECHNOLOGIES INC

-1.63%

Shares8.7K

Event2026-03-31

Filed2026-05-15

TFC

TRUIST FINL CORP

1.96%

Shares65.2K

Event2026-03-31

Filed2026-05-15

CMI

CUMMINS INC

8.25%

Shares5.5K

Event2026-03-31

Filed2026-05-15

VPU

VANGUARD WORLD FD

6.09%

Shares15.0K

Event2026-03-31

Filed2026-05-15

CVS

CVS HEALTH CORP

-3.57%

Shares41.1K

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

114.78%

Shares38.3K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

314.88%

Shares38.4K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

-4.34%

Shares20.3K

Event2026-03-31

Filed2026-05-15

OBDC

BLUE OWL CAPITAL CORPORATION

-7.78%

Shares265.3K

Event2026-03-31

Filed2026-05-15

PNC

PNC FINL SVCS GROUP INC

0.57%

Shares14.1K

Event2026-03-31

Filed2026-05-15

PCAR

PACCAR INC

15.60%

Shares25.2K

Event2026-03-31

Filed2026-05-15

TGT

TARGET CORP

15.86%

Shares24.0K

Event2026-03-31

Filed2026-05-15

ECL

ECOLAB INC

4.90%

Shares10.8K

Event2026-03-31

Filed2026-05-15

IBB

ISHARES TR

-6.85%

Shares17.0K

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINL INC

37.57%

Shares6.4K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

-20.19%

Shares32.5K

Event2026-03-31

Filed2026-05-15

CENCORA INC

22.18%

Shares8.9K

Event2026-03-31

Filed2026-05-15

ALGN

ALIGN TECHNOLOGY INC

9.16%

Shares16.1K

Event2026-03-31

Filed2026-05-15

HDB

HDFC BANK LTD

-28.50%

Shares110.5K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

20.19%

Shares52.8K

Event2026-03-31

Filed2026-05-15

SPG

SIMON PPTY GROUP INC NEW

4.11%

Shares14.5K

Event2026-03-31

Filed2026-05-15

GDXJ

VANECK ETF TRUST

New

Shares22.6K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC CORP

-21.49%

Shares43.0K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

1.20%

Shares24.4K

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW

-0.40%

Shares23.9K

Event2026-03-31

Filed2026-05-15

GSST

GOLDMAN SACHS ETF TR

29.87%

Shares52.5K

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY CO

-52.68%

Shares57.9K

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHN CORP

-0.89%

Shares9.1K

Event2026-03-31

Filed2026-05-15

HAL

HALLIBURTON CO

6.00%

Shares66.3K

Event2026-03-31

Filed2026-05-15

MMC

MARSH & MCLENNAN COS INC

4.44%

Shares14.9K

Event2026-03-31

Filed2026-05-15

WBD

WARNER BROS DISCOVERY INC

10.63%

Shares93.9K

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

-31.25%

Shares5.4K

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY HLDNGS PL

-3.73%

Shares6.5K

Event2026-03-31

Filed2026-05-15

TPLC

TIMOTHY PLAN

12.44%

Shares54.8K

Event2026-03-31

Filed2026-05-15

VFH

VANGUARD WORLD FD

0.00%

Shares20.9K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

8.82%

Shares36.9K

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

7.14%

Shares14.8K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

-3.32%

Shares5.7K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

TLT Call CallISHARES TR2.4K shares0.00%2026-03-312026-05-15

TLT Call

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T40.8K shares23.26%2026-03-312026-05-15

INVESCO QQQ TR Put PutINVESCO QQQ TR7.5K shares0.00%2026-03-312026-05-15

AAPL Put PutAPPLE INC16.2K shares1.25%2026-03-312026-05-15

LLY Put PutELI LILLY & CO2.1K shares-8.70%2026-03-312026-05-15

NVDA Put PutNVIDIA CORPORATION10.0K sharesnew addition2026-03-312026-05-15

MSFT Put PutMICROSOFT CORP2.1K shares-8.70%2026-03-312026-05-15

META Put PutMETA PLATFORMS INC1.2K shares-25.00%2026-03-312026-05-15

CRWD Put PutCROWDSTRIKE HLDGS INC1.4K shares0.00%2026-03-312026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

23.26%

Shares40.8K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR Put

INVESCO QQQ TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-15

AAPL Put

APPLE INC

1.25%

Shares16.2K

Event2026-03-31

Filed2026-05-15

LLY Put

ELI LILLY & CO

-8.70%

Shares2.1K

Event2026-03-31

Filed2026-05-15

NVDA Put

NVIDIA CORPORATION

New

Shares10.0K

Event2026-03-31

Filed2026-05-15

MSFT Put

MICROSOFT CORP

-8.70%

Shares2.1K

Event2026-03-31

Filed2026-05-15

META Put

META PLATFORMS INC

-25.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

CRWD Put

CROWDSTRIKE HLDGS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15