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The Analysis of UPTICK PARTNERS, LLC's Holdings & P&L

Currently, UPTICK PARTNERS, LLC holds 292 types of securities in its portfolio with a total value $501.4M. In the most recent quarter, they have increased their positions in FTSM (+73.3K shares, valued at $4.4M), BUXX (+162.0K shares, valued at $3.3M), STRV (+73.0K shares, valued at $3.1M); decreased their positions in USFR (-116.5K shares, valued at $5.9M), SGVT (-26.2K shares, valued at $2.6M), AGG (-13.7K shares, valued at $1.4M); initiated new positions in CGSD (+87.6K shares, valued at $2.3M), N/A (+96.2K shares, valued at $2.0M), QDEC (+44.4K shares, valued at $1.4M).

1M P&L

+10.6M+2.17%

3M P&L

-52.9M-9.60%

HY P&L

-33.9M-6.37%

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/A392.0M

84.9%

2Software - Infrastructure7.2M

1.6%

3Consumer Electronics6.5M

1.4%

Top Industries by Stock Count

1N/A202 stocks

73.7%

2Semiconductors6 stocks

2.2%

3Oil & Gas Integrated4 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR475.6K shares-19.67%2026-03-312026-05-04

FTSM FIRST TR EXCHANGE-TRADED FD386.0K shares23.45%2026-03-312026-05-04

BUXX EA SERIES TRUST1.1M shares18.22%2026-03-312026-05-04

STRV EA SERIES TRUST485.6K shares17.68%2026-03-312026-05-04

STXV EA SERIES TRUST517.1K shares-6.02%2026-03-312026-05-04

STXG EA SERIES TRUST333.6K shares-5.25%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS25.1K shares2.39%2026-03-312026-05-04

SGVT SCHWAB STRATEGIC TR118.4K shares-18.10%2026-03-312026-05-04

Sponsored

SPYM SPDR SERIES TRUST151.5K shares34.56%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST147.1K shares50.84%2026-03-312026-05-04

VUG VANGUARD INDEX FDS18.2K shares-4.59%2026-03-312026-05-04

IVV ISHARES TR12.1K shares22.43%2026-03-312026-05-04

VO VANGUARD INDEX FDS26.8K shares5.72%2026-03-312026-05-04

CGCB CAPITAL GRP FIXED INCM ETF T275.6K shares28.57%2026-03-312026-05-04

AVLC AMERICAN CENTY ETF TR91.3K shares44.60%2026-03-312026-05-04

VTV VANGUARD INDEX FDS36.0K shares-0.00%2026-03-312026-05-04

Sponsored

AAPL APPLE INC25.6K shares-0.78%2026-03-312026-05-04

MSFT MICROSOFT CORP17.5K shares9.29%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR10.2K shares1.04%2026-03-312026-05-04

AMZN AMAZON COM INC25.7K shares7.87%2026-03-312026-05-04

DFEB FIRST TR EXCHNG TRADED FD VI110.5K shares-1.22%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS34.9K shares-9.88%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE115.6K shares33.37%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T6.7K shares13.40%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC14.5K shares4.16%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR35.9K shares22.24%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR85.0K shares27.81%2026-03-312026-05-04

NVDA NVIDIA CORPORATION21.7K shares16.23%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS16.7K shares7.50%2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST59.3K shares15.83%2026-03-312026-05-04

GARP ISHARES TR51.1K shares102.83%2026-03-312026-05-04

FENI FIDELITY COVINGTON TRUST85.7K shares31.13%2026-03-312026-05-04

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T42.1K shares24.25%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR51.6K shares-16.74%2026-03-312026-05-04

WMT WALMART INC24.9K shares-1.47%2026-03-312026-05-04

XOM EXXON MOBIL CORP16.9K shares-3.01%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST86.8K shares56.50%2026-03-312026-05-04

VTI VANGUARD INDEX FDS8.4K shares-5.64%2026-03-312026-05-04

IVE ISHARES TR12.1K shares13.44%2026-03-312026-05-04

BROADCOM INC BROADCOM INC8.2K shares5.37%2026-03-312026-05-04

Sponsored

PG PROCTER & GAMBLE CO17.5K shares-0.87%2026-03-312026-05-04

OEF ISHARES TR7.5K shares2.98%2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR26.9K shares47.49%2026-03-312026-05-04

IVW ISHARES TR20.5K shares11.17%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS29.9K shares20.86%2026-03-312026-05-04

GLDM WORLD GOLD TR24.7K shares-0.72%2026-03-312026-05-04

FMDE FIDELITY COVINGTON TRUST63.3K shares40.23%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR26.8K shares39.22%2026-03-312026-05-04

Sponsored

CGSD CAPITAL GRP FIXED INCM ETF T87.6K sharesnew addition2026-03-312026-05-04

JPM JPMORGAN CHASE & CO7.6K shares-1.58%2026-03-312026-05-04

VV VANGUARD INDEX FDS7.4K shares-14.71%2026-03-312026-05-04

SPYV SPDR SERIES TRUST39.2K shares70.42%2026-03-312026-05-04

WTV WISDOMTREE TR22.1K shares66.52%2026-03-312026-05-04

STXT EA SERIES TRUST103.8K shares-15.20%2026-03-312026-05-04

MPC MARATHON PETE CORP8.4K shares-0.01%2026-03-312026-05-04

ALPHABET INC ALPHABET INC7.1K shares4.74%2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION9.9K shares-0.32%2026-03-312026-05-04

QUAL ISHARES TR10.3K shares32.48%2026-03-312026-05-04

GNOV FIRST TR EXCHNG TRADED FD VI50.5K shares-1.76%2026-03-312026-05-04

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD96.2K sharesnew addition2026-03-312026-05-04

EVTR MORGAN STANLEY ETF TRUST38.6K shares94.21%2026-03-312026-05-04

GOCT FIRST TR EXCHNG TRADED FD VI49.6K shares0.04%2026-03-312026-05-04

GMAR FIRST TR EXCHNG TRADED FD VI44.9K shares-4.49%2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD25.8K shares5.71%2026-03-312026-05-04

Sponsored

IUSV ISHARES TR16.6K shares-0.33%2026-03-312026-05-04

STXK EA SERIES TRUST50.3K shares-13.61%2026-03-312026-05-04

IUSG ISHARES TR10.5K shares-2.16%2026-03-312026-05-04

TSLA TESLA INC4.3K shares12.11%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR10.7K shares7.33%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR19.1K shares0.04%2026-03-312026-05-04

VBK VANGUARD INDEX FDS5.1K shares-0.39%2026-03-312026-05-04

VB VANGUARD INDEX FDS5.7K shares1.26%2026-03-312026-05-04

Sponsored

PSFO PACER FDS TR46.7K shares1.31%2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST34.7K shares92.72%2026-03-312026-05-04

DMAR FIRST TR EXCHNG TRADED FD VI34.5K shares-4.50%2026-03-312026-05-04

META META PLATFORMS INC2.5K shares22.19%2026-03-312026-05-04

RWL INVESCO EXCH TRADED FD TR II12.3K shares-0.61%2026-03-312026-05-04

QDEC FIRST TR EXCHNG TRADED FD VI44.4K sharesnew addition2026-03-312026-05-04

DGRO ISHARES TR19.8K shares0.58%2026-03-312026-05-04

SHLD GLOBAL X FDS19.5K shares45.77%2026-03-312026-05-04

Sponsored

DIA STATE STR SPDR DOW JONES IND3.0K shares-0.60%2026-03-312026-05-04

VBR VANGUARD INDEX FDS6.2K shares0.97%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR11.9K shares70.91%2026-03-312026-05-04

VOT VANGUARD INDEX FDS5.1K shares-11.31%2026-03-312026-05-04

PMMF BLACKROCK ETF TRUST13.0K shares16.98%2026-03-312026-05-04

PKW INVESCO EXCHANGE TRADED FD T9.7K shares-0.91%2026-03-312026-05-04

MOAT VANECK ETF TRUST12.5K shares-3.63%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS18.8K shares3.21%2026-03-312026-05-04

Sponsored

BINC BLACKROCK ETF TRUST II23.0K shares37.34%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON4.9K shares-1.10%2026-03-312026-05-04

PFE PFIZER INC42.1K shares-7.60%2026-03-312026-05-04

OBDC BLUE OWL CAPITAL CORPORATION106.6K shares-10.83%2026-03-312026-05-04

SPYG SPDR SERIES TRUST11.8K shares67.65%2026-03-312026-05-04

V VISA INC3.8K shares11.63%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI32.3K shares51.79%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS9.7K sharesnew addition2026-03-312026-05-04

Sponsored

AON PLC AON PLC3.3K shares34.38%2026-03-312026-05-04

STXD EA SERIES TRUST29.7K shares-8.68%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-10.70%2026-03-312026-05-04

EPS WISDOMTREE TR15.1K shares57.07%2026-03-312026-05-04

IWD ISHARES TR4.8K shares-5.32%2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II4.2K shares5.40%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION945 shares0.96%2026-03-312026-05-04

ENB ENBRIDGE INC17.1K shares11.39%2026-03-312026-05-04

Sponsored

QJUN FIRST TR EXCHNG TRADED FD VI29.4K shares-7.82%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR31.6K shares15.70%2026-03-312026-05-04

AFL AFLAC INC8.4K shares0.11%2026-03-312026-05-04

GSEP FIRST TR EXCHNG TRADED FD VI24.0K shares-5.70%2026-03-312026-05-04

IWF ISHARES TR2.1K shares69.75%2026-03-312026-05-04

DGRW WISDOMTREE TR10.3K shares5.99%2026-03-312026-05-04

IEFA ISHARES TR9.9K shares-4.18%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR35.9K shares31.84%2026-03-312026-05-04

Sponsored

THRO BLACKROCK ETF TRUST24.1K shares70.23%2026-03-312026-05-04

IJH ISHARES TR12.8K shares0.18%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS11.7K shares-20.71%2026-03-312026-05-04

UNP UNION PAC CORP3.5K shares-1.20%2026-03-312026-05-04

JBND J P MORGAN EXCHANGE TRADED F15.5K shares116.18%2026-03-312026-05-04

SPTL SPDR SERIES TRUST31.3K shares55.88%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-0.41%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II7.2K shares87.93%2026-03-312026-05-04

Sponsored

FESM FIDELITY COVINGTON TRUST21.3K shares191.60%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS13.4K shares-15.09%2026-03-312026-05-04

WFC WELLS FARGO & CO9.9K shares-1.65%2026-03-312026-05-04

VOE VANGUARD INDEX FDS4.3K shares-8.57%2026-03-312026-05-04

XSEP FIRST TR EXCHNG TRADED FD VI18.8K shares0.00%2026-03-312026-05-04

MGC VANGUARD WORLD FD3.3K shares45.43%2026-03-312026-05-04

MBB ISHARES TR8.0K shares30.93%2026-03-312026-05-04

SHOC EA SERIES TRUST10.5K shares-5.44%2026-03-312026-05-04

Sponsored

KO COCA COLA CO9.8K shares-1.88%2026-03-312026-05-04

VGLT VANGUARD SCOTTSDALE FDS13.4K shares-19.64%2026-03-312026-05-04

SO SOUTHERN CO7.6K shares1.47%2026-03-312026-05-04

USMV ISHARES TR7.8K shares-5.22%2026-03-312026-05-04

MCD MCDONALDS CORP2.3K shares-3.40%2026-03-312026-05-04

GAUG FIRST TR EXCHNG TRADED FD VI18.7K shares0.00%2026-03-312026-05-04

XIDE FIRST TR EXCHNG TRADED FD VI24.0K sharesnew addition2026-03-312026-05-04

RTX RTX CORPORATION3.7K shares0.19%2026-03-312026-05-04

Sponsored

CSCO CISCO SYS INC9.1K shares-0.78%2026-03-312026-05-04

GDEC FIRST TR EXCHNG TRADED FD VI19.0K shares-2.38%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares16.70%2026-03-312026-05-04

CGGR CAPITAL GROUP GROWTH ETF17.4K shares-8.68%2026-03-312026-05-04

FFLC FIDELITY COVINGTON TRUST13.5K shares95.51%2026-03-312026-05-04

PEP PEPSICO INC4.4K shares-11.50%2026-03-312026-05-04

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.4K shares-0.93%2026-03-312026-05-04

SHYG ISHARES TR16.1K shares-8.01%2026-03-312026-05-04

Sponsored

LLY ELI LILLY & CO738 shares8.85%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC5.6K shares-3.24%2026-03-312026-05-04

HIMU BLACKROCK ETF TRUST II13.9K shares51.71%2026-03-312026-05-04

IWR ISHARES TR6.8K shares-3.68%2026-03-312026-05-04

QSPT FIRST TR EXCHNG TRADED FD VI21.5K shares-10.54%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.0K shares8.44%2026-03-312026-05-04

GJUL FIRST TR EXCHNG TRADED FD VI15.7K shares-6.84%2026-03-312026-05-04

MARM FIRST TR EXCHNG TRADED FD VI18.9K shares2.44%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC890 shares5.45%2026-03-312026-05-04

CGUS CAPITAL GROUP CORE EQUITY ET16.4K shares6.63%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC12.5K shares-2.50%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS13.0K shares12.51%2026-03-312026-05-04

IJR ISHARES TR5.0K shares-4.17%2026-03-312026-05-04

XAPR FIRST TR EXCHNG TRADED FD VI16.7K shares-2.58%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST11.4K sharesnew addition2026-03-312026-05-04

HD HOME DEPOT INC1.8K shares-1.10%2026-03-312026-05-04

Sponsored

IWP ISHARES TR4.6K shares-8.76%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS7.0K shares16.99%2026-03-312026-05-04

QLC FLEXSHARES TR7.4K sharesnew addition2026-03-312026-05-04

DOCT FIRST TR EXCHNG TRADED FD VI13.1K shares-5.75%2026-03-312026-05-04

FLRT PACER FDS TR12.3K sharesnew addition2026-03-312026-05-04

SHEL SHELL PLC6.1K shares0.03%2026-03-312026-05-04

DRLL EA SERIES TRUST14.0K shares-14.92%2026-03-312026-05-04

NEAR ISHARES U S ETF TR10.9K sharesnew addition2026-03-312026-05-04

Sponsored

HFSI HARTFORD FDS EXCHANGE TRADED15.8K sharesnew addition2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC2.7K shares25.05%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR17.6K shares10.84%2026-03-312026-05-04

GFEB FIRST TR EXCHNG TRADED FD VI12.9K shares80.14%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L14.0K shares0.01%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR6.4K sharesnew addition2026-03-312026-05-04

GLD SPDR GOLD TR1.2K shares2.58%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR3.8K shares-0.03%2026-03-312026-05-04

Sponsored

DE DEERE & CO899 shares-5.07%2026-03-312026-05-04

SEIV SEI EXCHANGE TRADED FUNDS12.0K sharesnew addition2026-03-312026-05-04

QMMY FIRST TR EXCHNG TRADED FD VI20.0K shares0.00%2026-03-312026-05-04

VXUS VANGUARD STAR FDS6.4K shares98.31%2026-03-312026-05-04

VLO VALERO ENERGY CORP2.0K shares-19.10%2026-03-312026-05-04

VTWO VANGUARD SCOTTSDALE FDS4.9K shares20.56%2026-03-312026-05-04

COWZ PACER FDS TR7.7K shares-7.68%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS10.3K shares18.17%2026-03-312026-05-04

Sponsored

GM GENERAL MTRS CO6.3K shares0.24%2026-03-312026-05-04

AIRR FIRST TR EXCHANGE TRADED FD4.2K shares25.34%2026-03-312026-05-04

IUSB ISHARES TR10.2K shares-30.21%2026-03-312026-05-04

DNOV FIRST TR EXCHNG TRADED FD VI9.8K shares-8.37%2026-03-312026-05-04

LOW LOWES COS INC2.0K shares-7.61%2026-03-312026-05-04

VGT VANGUARD WORLD FD662 shares8.52%2026-03-312026-05-04

STIP ISHARES TR4.4K shares0.43%2026-03-312026-05-04

ONB OLD NATL BANCORP IND20.5K shares0.67%2026-03-312026-05-04

Sponsored

QMAR FIRST TR EXCHNG TRADED FD VI13.4K shares-0.13%2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-05-04

QMAG FIRST TR EXCHNG TRADED FD VI19.4K shares-1.92%2026-03-312026-05-04

DJUL FIRST TR EXCHNG TRADED FD VI9.6K shares-5.80%2026-03-312026-05-04

RF REGIONS FINANCIAL CORP NEW17.0K shares-0.81%2026-03-312026-05-04

EFV ISHARES TR5.9K shares-5.69%2026-03-312026-05-04

QMFE FIRST TR EXCHNG TRADED FD VI19.7K sharesnew addition2026-03-312026-05-04

DFGP DIMENSIONAL ETF TRUST8.1K sharesnew addition2026-03-312026-05-04

Sponsored

IWM ISHARES TR1.8K shares-13.00%2026-03-312026-05-04

IJJ ISHARES TR3.2K shares-0.74%2026-03-312026-05-04

LGLV SPDR SERIES TRUST2.4K shares15.96%2026-03-312026-05-04

AGG ISHARES TR4.2K shares-76.38%2026-03-312026-05-04

ORCL ORACLE CORP2.8K shares35.59%2026-03-312026-05-04

EMR EMERSON ELEC CO3.0K shares-8.27%2026-03-312026-05-04

GJUN FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2026-03-312026-05-04

TBIL RBB FD INC7.7K sharesnew addition2026-03-312026-05-04

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F8.2K shares-35.04%2026-03-312026-05-04

COP CONOCOPHILLIPS2.9K shares4.61%2026-03-312026-05-04

GMAY FIRST TR EXCHNG TRADED FD VI9.2K shares0.00%2026-03-312026-05-04

TCAF T ROWE PRICE ETF INC10.6K shares0.00%2026-03-312026-05-04

FDL FIRST TR EXCHANGE-TRADED FD7.2K shares0.00%2026-03-312026-05-04

DBEF DBX ETF TR7.3K shares15.62%2026-03-312026-05-04

BP BP PLC7.6K shares-3.48%2026-03-312026-05-04

IWO ISHARES TR1.1K shares-0.61%2026-03-312026-05-04

Sponsored

LCTU BLACKROCK ETF TRUST5.1K shares10.07%2026-03-312026-05-04

SCZ ISHARES TR4.5K shares-18.25%2026-03-312026-05-04

ABBV ABBVIE INC1.6K shares-4.64%2026-03-312026-05-04

VFMO VANGUARD WELLINGTON FD1.8K sharesnew addition2026-03-312026-05-04

BIL SPDR SERIES TRUST3.8K sharesnew addition2026-03-312026-05-04

FJUN FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2026-03-312026-05-04

ET ENERGY TRANSFER L P18.0K shares0.00%2026-03-312026-05-04

SBUX STARBUCKS CORP3.9K shares1.23%2026-03-312026-05-04

Sponsored

NEE NEXTERA ENERGY INC3.6K shares2.04%2026-03-312026-05-04

SUSC ISHARES TR14.6K shares2.75%2026-03-312026-05-04

PRN INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE1.2K shares1.74%2026-03-312026-05-04

IWB ISHARES TR922 shares-11.09%2026-03-312026-05-04

XLG INVESCO EXCHANGE TRADED FD T5.9K shares0.00%2026-03-312026-05-04

QCJL FIRST TR EXCHNG TRADED FD VI13.3K shares0.00%2026-03-312026-05-04

HDV ISHARES TR2.3K shares33.37%2026-03-312026-05-04

Sponsored

QCAP FIRST TR EXCHNG TRADED FD VI12.7K shares0.00%2026-03-312026-05-04

WELL WELLTOWER INC1.5K shares1.41%2026-03-312026-05-04

AIS TIDAL TRUST III7.1K sharesnew addition2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC2.0K shares38.19%2026-03-312026-05-04

IYW ISHARES TR1.6K shares41.08%2026-03-312026-05-04

EAGG ISHARES TR6.2K shares-6.69%2026-03-312026-05-04

COF CAPITAL ONE FINL CORP1.6K shares0.19%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC302 shares-7.36%2026-03-312026-05-04

Sponsored

GJAN FIRST TR EXCHNG TRADED FD VI6.8K shares40.05%2026-03-312026-05-04

MO ALTRIA GROUP INC4.2K shares1.17%2026-03-312026-05-04

TSCO TRACTOR SUPPLY CO6.2K shares-0.77%2026-03-312026-05-04

EVRG EVERGY INC3.4K shares-0.91%2026-03-312026-05-04

XFEB FIRST TR EXCHNG TRADED FD VI7.9K shares-1.95%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP457 shares-5.38%2026-03-312026-05-04

T AT&T INC9.5K shares-14.47%2026-03-312026-05-04

IDMO INVESCO EXCH TRADED FD TR II5.0K shares0.02%2026-03-312026-05-04

Sponsored

FELG FIDELITY COVINGTON TRUST7.2K shares19.87%2026-03-312026-05-04

CRM SALESFORCE INC1.4K shares-5.07%2026-03-312026-05-04

IJK ISHARES TR2.7K shares0.00%2026-03-312026-05-04

AOA ISHARES TR3.0K sharesnew addition2026-03-312026-05-04

XIMR FIRST TR EXCHNG TRADED FD VI8.6K sharesnew addition2026-03-312026-05-04

FIRST TR EXCHNG TRADED FD VI FIRST TR EXCHNG TRADED FD VI9.0K sharesnew addition2026-03-312026-05-04

TXN TEXAS INSTRS INC1.4K shares-5.22%2026-03-312026-05-04

ESGU ISHARES TR1.8K shares8.84%2026-03-312026-05-04

Sponsored

EXI ISHARES TR1.4K sharesnew addition2026-03-312026-05-04

FTWO EA SERIES TRUST5.6K sharesnew addition2026-03-312026-05-04

PHYL PGIM ETF TR7.3K sharesnew addition2026-03-312026-05-04

IEMG ISHARES INC3.6K sharesnew addition2026-03-312026-05-04

BAC BANK AMERICA CORP5.1K shares1.20%2026-03-312026-05-04

ADI ANALOG DEVICES INC773 shares-8.63%2026-03-312026-05-04

CORO BLACKROCK ETF TRUST7.6K sharesnew addition2026-03-312026-05-04

THE CIGNA GROUP THE CIGNA GROUP916 shares-4.28%2026-03-312026-05-04

Sponsored

DSI ISHARES TR2.0K shares8.56%2026-03-312026-05-04

CSX CSX CORP5.9K shares-2.51%2026-03-312026-05-04

EFG ISHARES TR2.1K shares-7.57%2026-03-312026-05-04

VYMI VANGUARD WHITEHALL FDS2.5K sharesnew addition2026-03-312026-05-04

DAUG FIRST TR EXCHNG TRADED FD VI5.4K shares-17.64%2026-03-312026-05-04

FJUL FIRST TR EXCHNG TRADED FD VI4.3K shares0.00%2026-03-312026-05-04

QCOM QUALCOMM INC1.8K shares5.45%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST1.1K sharesnew addition2026-03-312026-05-04

Sponsored

HON HONEYWELL INTL INC1.0K shares-1.36%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR9.4K sharesnew addition2026-03-312026-05-04

NFLX NETFLIX INC.2.4K shares1.34%2026-03-312026-05-04

QMNV FIRST TR EXCHNG TRADED FD VI9.9K shares6.99%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS4.5K shares0.02%2026-03-312026-05-04

AMID EA SERIES TRUST6.9K shares-13.36%2026-03-312026-05-04

MMM 3M CO1.5K shares0.79%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.9K shares-39.00%2026-03-312026-05-04

Sponsored

GAPR FIRST TR EXCHNG TRADED FD VI5.4K shares0.00%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL6.5K shares-13.08%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F1.5K shares-0.27%2026-03-312026-05-04

SLVR SPROTT FDS TR3.5K sharesnew addition2026-03-312026-05-04

XISE FIRST TR EXCHNG TRADED FD VI6.9K sharesnew addition2026-03-312026-05-04

MA MASTERCARD INCORPORATED410 shares8.47%2026-03-312026-05-04

SCHK SCHWAB STRATEGIC TR6.5K shares0.00%2026-03-312026-05-04

F FORD MTR CO12.6K shares-10.68%2026-03-312026-05-04

Sponsored

GOLD ROYALTY CORP GOLD ROYALTY CORP10.0K sharesnew addition2026-03-312026-05-04

NAK NORTHERN DYNASTY MINERALS LT11.0K shares0.00%2026-03-312026-05-04

XPL SOLITARIO RESOURCES CORP10.0K sharesnew addition2026-03-312026-05-04

ODVWZ OSISKO DEVELOPMENT CORP14.7K shares47.00%2026-03-312026-05-04

USFR

WISDOMTREE TR

-19.67%

Shares475.6K

Event2026-03-31

Filed2026-05-04

FTSM

FIRST TR EXCHANGE-TRADED FD

23.45%

Shares386.0K

Event2026-03-31

Filed2026-05-04

BUXX

EA SERIES TRUST

18.22%

Shares1.1M

Event2026-03-31

Filed2026-05-04

STRV

EA SERIES TRUST

17.68%

Shares485.6K

Event2026-03-31

Filed2026-05-04

STXV

EA SERIES TRUST

-6.02%

Shares517.1K

Event2026-03-31

Filed2026-05-04

STXG

EA SERIES TRUST

-5.25%

Shares333.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

2.39%

Shares25.1K

Event2026-03-31

Filed2026-05-04

SGVT

SCHWAB STRATEGIC TR

-18.10%

Shares118.4K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

34.56%

Shares151.5K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

50.84%

Shares147.1K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

-4.59%

Shares18.2K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

22.43%

Shares12.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

5.72%

Shares26.8K

Event2026-03-31

Filed2026-05-04

CGCB

CAPITAL GRP FIXED INCM ETF T

28.57%

Shares275.6K

Event2026-03-31

Filed2026-05-04

AVLC

AMERICAN CENTY ETF TR

44.60%

Shares91.3K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-0.00%

Shares36.0K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-0.78%

Shares25.6K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

9.29%

Shares17.5K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

1.04%

Shares10.2K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

7.87%

Shares25.7K

Event2026-03-31

Filed2026-05-04

DFEB

FIRST TR EXCHNG TRADED FD VI

-1.22%

Shares110.5K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

-9.88%

Shares34.9K

Event2026-03-31

Filed2026-05-04

CGDV

CAPITAL GROUP DIVIDEND VALUE

33.37%

Shares115.6K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

13.40%

Shares6.7K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.16%

Shares14.5K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

22.24%

Shares35.9K

Event2026-03-31

Filed2026-05-04

FBND

FIDELITY MERRIMACK STR TR

27.81%

Shares85.0K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

16.23%

Shares21.7K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

7.50%

Shares16.7K

Event2026-03-31

Filed2026-05-04

FDVV

FIDELITY COVINGTON TRUST

15.83%

Shares59.3K

Event2026-03-31

Filed2026-05-04

GARP

ISHARES TR

102.83%

Shares51.1K

Event2026-03-31

Filed2026-05-04

FENI

FIDELITY COVINGTON TRUST

31.13%

Shares85.7K

Event2026-03-31

Filed2026-05-04

SPHQ

INVESCO EXCHANGE TRADED FD T

24.25%

Shares42.1K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

-16.74%

Shares51.6K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-1.47%

Shares24.9K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-3.01%

Shares16.9K

Event2026-03-31

Filed2026-05-04

BAI

BLACKROCK ETF TRUST

56.50%

Shares86.8K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-5.64%

Shares8.4K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

13.44%

Shares12.1K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

5.37%

Shares8.2K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

-0.87%

Shares17.5K

Event2026-03-31

Filed2026-05-04

OEF

ISHARES TR

2.98%

Shares7.5K

Event2026-03-31

Filed2026-05-04

ISHARES GOLD TR

47.49%

Shares26.9K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

11.17%

Shares20.5K

Event2026-03-31

Filed2026-05-04

BIV

VANGUARD BD INDEX FDS

20.86%

Shares29.9K

Event2026-03-31

Filed2026-05-04

GLDM

WORLD GOLD TR

-0.72%

Shares24.7K

Event2026-03-31

Filed2026-05-04

FMDE

FIDELITY COVINGTON TRUST

40.23%

Shares63.3K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

39.22%

Shares26.8K

Event2026-03-31

Filed2026-05-04

CGSD

CAPITAL GRP FIXED INCM ETF T

New

Shares87.6K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-1.58%

Shares7.6K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-14.71%

Shares7.4K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

70.42%

Shares39.2K

Event2026-03-31

Filed2026-05-04

WTV

WISDOMTREE TR

66.52%

Shares22.1K

Event2026-03-31

Filed2026-05-04

STXT

EA SERIES TRUST

-15.20%

Shares103.8K

Event2026-03-31

Filed2026-05-04

MPC

MARATHON PETE CORP

-0.01%

Shares8.4K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

4.74%

Shares7.1K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-0.32%

Shares9.9K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

32.48%

Shares10.3K

Event2026-03-31

Filed2026-05-04

GNOV

FIRST TR EXCHNG TRADED FD VI

-1.76%

Shares50.5K

Event2026-03-31

Filed2026-05-04

FIRST TR EXCHANGE-TRADED FD

New

Shares96.2K

Event2026-03-31

Filed2026-05-04

EVTR

MORGAN STANLEY ETF TRUST

94.21%

Shares38.6K

Event2026-03-31

Filed2026-05-04

GOCT

FIRST TR EXCHNG TRADED FD VI

0.04%

Shares49.6K

Event2026-03-31

Filed2026-05-04

GMAR

FIRST TR EXCHNG TRADED FD VI

-4.49%

Shares44.9K

Event2026-03-31

Filed2026-05-04

RDVY

FIRST TR EXCHANGE TRADED FD

5.71%

Shares25.8K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

-0.33%

Shares16.6K

Event2026-03-31

Filed2026-05-04

STXK

EA SERIES TRUST

-13.61%

Shares50.3K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

-2.16%

Shares10.5K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

12.11%

Shares4.3K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

7.33%

Shares10.7K

Event2026-03-31

Filed2026-05-04

XLP

SELECT SECTOR SPDR TR

0.04%

Shares19.1K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

-0.39%

Shares5.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.26%

Shares5.7K

Event2026-03-31

Filed2026-05-04

PSFO

PACER FDS TR

1.31%

Shares46.7K

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

92.72%

Shares34.7K

Event2026-03-31

Filed2026-05-04

DMAR

FIRST TR EXCHNG TRADED FD VI

-4.50%

Shares34.5K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

22.19%

Shares2.5K

Event2026-03-31

Filed2026-05-04

RWL

INVESCO EXCH TRADED FD TR II

-0.61%

Shares12.3K

Event2026-03-31

Filed2026-05-04

QDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares44.4K

Event2026-03-31

Filed2026-05-04

DGRO

ISHARES TR

0.58%

Shares19.8K

Event2026-03-31

Filed2026-05-04

SHLD

GLOBAL X FDS

45.77%

Shares19.5K

Event2026-03-31

Filed2026-05-04

DIA

STATE STR SPDR DOW JONES IND

-0.60%

Shares3.0K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

0.97%

Shares6.2K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

70.91%

Shares11.9K

Event2026-03-31

Filed2026-05-04

VOT

VANGUARD INDEX FDS

-11.31%

Shares5.1K

Event2026-03-31

Filed2026-05-04

PMMF

BLACKROCK ETF TRUST

16.98%

Shares13.0K

Event2026-03-31

Filed2026-05-04

PKW

INVESCO EXCHANGE TRADED FD T

-0.91%

Shares9.7K

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

-3.63%

Shares12.5K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

3.21%

Shares18.8K

Event2026-03-31

Filed2026-05-04

BINC

BLACKROCK ETF TRUST II

37.34%

Shares23.0K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-1.10%

Shares4.9K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

-7.60%

Shares42.1K

Event2026-03-31

Filed2026-05-04

OBDC

BLUE OWL CAPITAL CORPORATION

-10.83%

Shares106.6K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

67.65%

Shares11.8K

Event2026-03-31

Filed2026-05-04

VISA INC

11.63%

Shares3.8K

Event2026-03-31

Filed2026-05-04

BUFR

FIRST TR EXCHNG TRADED FD VI

51.79%

Shares32.3K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

New

Shares9.7K

Event2026-03-31

Filed2026-05-04

AON PLC

34.38%

Shares3.3K

Event2026-03-31

Filed2026-05-04

STXD

EA SERIES TRUST

-8.68%

Shares29.7K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-10.70%

Shares2.2K

Event2026-03-31

Filed2026-05-04

EPS

WISDOMTREE TR

57.07%

Shares15.1K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-5.32%

Shares4.8K

Event2026-03-31

Filed2026-05-04

QQQM

INVESCO EXCH TRADED FD TR II

5.40%

Shares4.2K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

0.96%

Shares945

Event2026-03-31

Filed2026-05-04

ENB

ENBRIDGE INC

11.39%

Shares17.1K

Event2026-03-31

Filed2026-05-04

QJUN

FIRST TR EXCHNG TRADED FD VI

-7.82%

Shares29.4K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

15.70%

Shares31.6K

Event2026-03-31

Filed2026-05-04

AFL

AFLAC INC

0.11%

Shares8.4K

Event2026-03-31

Filed2026-05-04

GSEP

FIRST TR EXCHNG TRADED FD VI

-5.70%

Shares24.0K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

69.75%

Shares2.1K

Event2026-03-31

Filed2026-05-04

DGRW

WISDOMTREE TR

5.99%

Shares10.3K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-4.18%

Shares9.9K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

31.84%

Shares35.9K

Event2026-03-31

Filed2026-05-04

THRO

BLACKROCK ETF TRUST

70.23%

Shares24.1K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

0.18%

Shares12.8K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-20.71%

Shares11.7K

Event2026-03-31

Filed2026-05-04

UNP

UNION PAC CORP

-1.20%

Shares3.5K

Event2026-03-31

Filed2026-05-04

JBND

J P MORGAN EXCHANGE TRADED F

116.18%

Shares15.5K

Event2026-03-31

Filed2026-05-04

SPTL

SPDR SERIES TRUST

55.88%

Shares31.3K

Event2026-03-31

Filed2026-05-04

IBM

INTERNATIONAL BUSINESS MACHS

-0.41%

Shares3.4K

Event2026-03-31

Filed2026-05-04

SPMO

INVESCO EXCH TRADED FD TR II

87.93%

Shares7.2K

Event2026-03-31

Filed2026-05-04

FESM

FIDELITY COVINGTON TRUST

191.60%

Shares21.3K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

-15.09%

Shares13.4K

Event2026-03-31

Filed2026-05-04

WFC

WELLS FARGO & CO

-1.65%

Shares9.9K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

-8.57%

Shares4.3K

Event2026-03-31

Filed2026-05-04

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.8K

Event2026-03-31

Filed2026-05-04

MGC

VANGUARD WORLD FD

45.43%

Shares3.3K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

30.93%

Shares8.0K

Event2026-03-31

Filed2026-05-04

SHOC

EA SERIES TRUST

-5.44%

Shares10.5K

Event2026-03-31

Filed2026-05-04

COCA COLA CO

-1.88%

Shares9.8K

Event2026-03-31

Filed2026-05-04

VGLT

VANGUARD SCOTTSDALE FDS

-19.64%

Shares13.4K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

1.47%

Shares7.6K

Event2026-03-31

Filed2026-05-04

USMV

ISHARES TR

-5.22%

Shares7.8K

Event2026-03-31

Filed2026-05-04

MCD

MCDONALDS CORP

-3.40%

Shares2.3K

Event2026-03-31

Filed2026-05-04

GAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.7K

Event2026-03-31

Filed2026-05-04

XIDE

FIRST TR EXCHNG TRADED FD VI

New

Shares24.0K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

0.19%

Shares3.7K

Event2026-03-31

Filed2026-05-04

CSCO

CISCO SYS INC

-0.78%

Shares9.1K

Event2026-03-31

Filed2026-05-04

GDEC

FIRST TR EXCHNG TRADED FD VI

-2.38%

Shares19.0K

Event2026-03-31

Filed2026-05-04

TSM

TAIWAN SEMICONDUCTOR MANUFAC

16.70%

Shares2.1K

Event2026-03-31

Filed2026-05-04

CGGR

CAPITAL GROUP GROWTH ETF

-8.68%

Shares17.4K

Event2026-03-31

Filed2026-05-04

FFLC

FIDELITY COVINGTON TRUST

95.51%

Shares13.5K

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-11.50%

Shares4.4K

Event2026-03-31

Filed2026-05-04

INVESCO EXCH TRADED FD TR II

-0.93%

Shares9.4K

Event2026-03-31

Filed2026-05-04

SHYG

ISHARES TR

-8.01%

Shares16.1K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

8.85%

Shares738

Event2026-03-31

Filed2026-05-04

MERCK & CO INC

-3.24%

Shares5.6K

Event2026-03-31

Filed2026-05-04

HIMU

BLACKROCK ETF TRUST II

51.71%

Shares13.9K

Event2026-03-31

Filed2026-05-04

IWR

ISHARES TR

-3.68%

Shares6.8K

Event2026-03-31

Filed2026-05-04

QSPT

FIRST TR EXCHNG TRADED FD VI

-10.54%

Shares21.5K

Event2026-03-31

Filed2026-05-04

DUKE ENERGY CORP NEW

8.44%

Shares5.0K

Event2026-03-31

Filed2026-05-04

GJUL

FIRST TR EXCHNG TRADED FD VI

-6.84%

Shares15.7K

Event2026-03-31

Filed2026-05-04

MARM

FIRST TR EXCHNG TRADED FD VI

2.44%

Shares18.9K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

5.45%

Shares890

Event2026-03-31

Filed2026-05-04

CGUS

CAPITAL GROUP CORE EQUITY ET

6.63%

Shares16.4K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

-2.50%

Shares12.5K

Event2026-03-31

Filed2026-05-04

BNDX

VANGUARD CHARLOTTE FDS

12.51%

Shares13.0K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

-4.17%

Shares5.0K

Event2026-03-31

Filed2026-05-04

XAPR

FIRST TR EXCHNG TRADED FD VI

-2.58%

Shares16.7K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

New

Shares11.4K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-1.10%

Shares1.8K

Event2026-03-31

Filed2026-05-04

IWP

ISHARES TR

-8.76%

Shares4.6K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

16.99%

Shares7.0K

Event2026-03-31

Filed2026-05-04

QLC

FLEXSHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-04

DOCT

FIRST TR EXCHNG TRADED FD VI

-5.75%

Shares13.1K

Event2026-03-31

Filed2026-05-04

FLRT

PACER FDS TR

New

Shares12.3K

Event2026-03-31

Filed2026-05-04

SHEL

SHELL PLC

0.03%

Shares6.1K

Event2026-03-31

Filed2026-05-04

DRLL

EA SERIES TRUST

-14.92%

Shares14.0K

Event2026-03-31

Filed2026-05-04

NEAR

ISHARES U S ETF TR

New

Shares10.9K

Event2026-03-31

Filed2026-05-04

HFSI

HARTFORD FDS EXCHANGE TRADED

New

Shares15.8K

Event2026-03-31

Filed2026-05-04

AMD

ADVANCED MICRO DEVICES INC

25.05%

Shares2.7K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

10.84%

Shares17.6K

Event2026-03-31

Filed2026-05-04

GFEB

FIRST TR EXCHNG TRADED FD VI

80.14%

Shares12.9K

Event2026-03-31

Filed2026-05-04

EPD

ENTERPRISE PRODS PARTNERS L

0.01%

Shares14.0K

Event2026-03-31

Filed2026-05-04

AVEM

AMERICAN CENTY ETF TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

2.58%

Shares1.2K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-0.03%

Shares3.8K

Event2026-03-31

Filed2026-05-04

DEERE & CO

-5.07%

Shares899

Event2026-03-31

Filed2026-05-04

SEIV

SEI EXCHANGE TRADED FUNDS

New

Shares12.0K

Event2026-03-31

Filed2026-05-04

QMMY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

98.31%

Shares6.4K

Event2026-03-31

Filed2026-05-04

VLO

VALERO ENERGY CORP

-19.10%

Shares2.0K

Event2026-03-31

Filed2026-05-04

VTWO

VANGUARD SCOTTSDALE FDS

20.56%

Shares4.9K

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

-7.68%

Shares7.7K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

18.17%

Shares10.3K

Event2026-03-31

Filed2026-05-04

GENERAL MTRS CO

0.24%

Shares6.3K

Event2026-03-31

Filed2026-05-04

AIRR

FIRST TR EXCHANGE TRADED FD

25.34%

Shares4.2K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

-30.21%

Shares10.2K

Event2026-03-31

Filed2026-05-04

DNOV

FIRST TR EXCHNG TRADED FD VI

-8.37%

Shares9.8K

Event2026-03-31

Filed2026-05-04

LOW

LOWES COS INC

-7.61%

Shares2.0K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

8.52%

Shares662

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

0.43%

Shares4.4K

Event2026-03-31

Filed2026-05-04

ONB

OLD NATL BANCORP IND

0.67%

Shares20.5K

Event2026-03-31

Filed2026-05-04

QMAR

FIRST TR EXCHNG TRADED FD VI

-0.13%

Shares13.4K

Event2026-03-31

Filed2026-05-04

XMMO

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-04

QMAG

FIRST TR EXCHNG TRADED FD VI

-1.92%

Shares19.4K

Event2026-03-31

Filed2026-05-04

DJUL

FIRST TR EXCHNG TRADED FD VI

-5.80%

Shares9.6K

Event2026-03-31

Filed2026-05-04

REGIONS FINANCIAL CORP NEW

-0.81%

Shares17.0K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

-5.69%

Shares5.9K

Event2026-03-31

Filed2026-05-04

QMFE

FIRST TR EXCHNG TRADED FD VI

New

Shares19.7K

Event2026-03-31

Filed2026-05-04

DFGP

DIMENSIONAL ETF TRUST

New

Shares8.1K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-13.00%

Shares1.8K

Event2026-03-31

Filed2026-05-04

IJJ

ISHARES TR

-0.74%

Shares3.2K

Event2026-03-31

Filed2026-05-04

LGLV

SPDR SERIES TRUST

15.96%

Shares2.4K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-76.38%

Shares4.2K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

35.59%

Shares2.8K

Event2026-03-31

Filed2026-05-04

EMR

EMERSON ELEC CO

-8.27%

Shares3.0K

Event2026-03-31

Filed2026-05-04

GJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-04

TBIL

RBB FD INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-04

JCPB

J P MORGAN EXCHANGE TRADED F

-35.04%

Shares8.2K

Event2026-03-31

Filed2026-05-04

COP

CONOCOPHILLIPS

4.61%

Shares2.9K

Event2026-03-31

Filed2026-05-04

GMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-04

TCAF

T ROWE PRICE ETF INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-04

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-04

DBEF

DBX ETF TR

15.62%

Shares7.3K

Event2026-03-31

Filed2026-05-04

BP PLC

-3.48%

Shares7.6K

Event2026-03-31

Filed2026-05-04

IWO

ISHARES TR

-0.61%

Shares1.1K

Event2026-03-31

Filed2026-05-04

LCTU

BLACKROCK ETF TRUST

10.07%

Shares5.1K

Event2026-03-31

Filed2026-05-04

SCZ

ISHARES TR

-18.25%

Shares4.5K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

-4.64%

Shares1.6K

Event2026-03-31

Filed2026-05-04

VFMO

VANGUARD WELLINGTON FD

New

Shares1.8K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-05-04

FJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-04

ENERGY TRANSFER L P

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-04

SBUX

STARBUCKS CORP

1.23%

Shares3.9K

Event2026-03-31

Filed2026-05-04

NEE

NEXTERA ENERGY INC

2.04%

Shares3.6K

Event2026-03-31

Filed2026-05-04

SUSC

ISHARES TR

2.75%

Shares14.6K

Event2026-03-31

Filed2026-05-04

PRN

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

1.74%

Shares1.2K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-11.09%

Shares922

Event2026-03-31

Filed2026-05-04

XLG

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-04

QCJL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-04

HDV

ISHARES TR

33.37%

Shares2.3K

Event2026-03-31

Filed2026-05-04

QCAP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-04

WELL

WELLTOWER INC

1.41%

Shares1.5K

Event2026-03-31

Filed2026-05-04

AIS

TIDAL TRUST III

New

Shares7.1K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

38.19%

Shares2.0K

Event2026-03-31

Filed2026-05-04

IYW

ISHARES TR

41.08%

Shares1.6K

Event2026-03-31

Filed2026-05-04

EAGG

ISHARES TR

-6.69%

Shares6.2K

Event2026-03-31

Filed2026-05-04

COF

CAPITAL ONE FINL CORP

0.19%

Shares1.6K

Event2026-03-31

Filed2026-05-04

BLACKROCK INC

-7.36%

Shares302

Event2026-03-31

Filed2026-05-04

GJAN

FIRST TR EXCHNG TRADED FD VI

40.05%

Shares6.8K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

1.17%

Shares4.2K

Event2026-03-31

Filed2026-05-04

TSCO

TRACTOR SUPPLY CO

-0.77%

Shares6.2K

Event2026-03-31

Filed2026-05-04

EVRG

EVERGY INC

-0.91%

Shares3.4K

Event2026-03-31

Filed2026-05-04

XFEB

FIRST TR EXCHNG TRADED FD VI

-1.95%

Shares7.9K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

-5.38%

Shares457

Event2026-03-31

Filed2026-05-04

AT&T INC

-14.47%

Shares9.5K

Event2026-03-31

Filed2026-05-04

IDMO

INVESCO EXCH TRADED FD TR II

0.02%

Shares5.0K

Event2026-03-31

Filed2026-05-04

FELG

FIDELITY COVINGTON TRUST

19.87%

Shares7.2K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

-5.07%

Shares1.4K

Event2026-03-31

Filed2026-05-04

IJK

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-05-04

XIMR

FIRST TR EXCHNG TRADED FD VI

New

Shares8.6K

Event2026-03-31

Filed2026-05-04

FIRST TR EXCHNG TRADED FD VI

New

Shares9.0K

Event2026-03-31

Filed2026-05-04

TXN

TEXAS INSTRS INC

-5.22%

Shares1.4K

Event2026-03-31

Filed2026-05-04

ESGU

ISHARES TR

8.84%

Shares1.8K

Event2026-03-31

Filed2026-05-04

EXI

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-04

FTWO

EA SERIES TRUST

New

Shares5.6K

Event2026-03-31

Filed2026-05-04

PHYL

PGIM ETF TR

New

Shares7.3K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

BAC

BANK AMERICA CORP

1.20%

Shares5.1K

Event2026-03-31

Filed2026-05-04

ADI

ANALOG DEVICES INC

-8.63%

Shares773

Event2026-03-31

Filed2026-05-04

CORO

BLACKROCK ETF TRUST

New

Shares7.6K

Event2026-03-31

Filed2026-05-04

THE CIGNA GROUP

-4.28%

Shares916

Event2026-03-31

Filed2026-05-04

DSI

ISHARES TR

8.56%

Shares2.0K

Event2026-03-31

Filed2026-05-04

CSX

CSX CORP

-2.51%

Shares5.9K

Event2026-03-31

Filed2026-05-04

EFG

ISHARES TR

-7.57%

Shares2.1K

Event2026-03-31

Filed2026-05-04

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

DAUG

FIRST TR EXCHNG TRADED FD VI

-17.64%

Shares5.4K

Event2026-03-31

Filed2026-05-04

FJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-04

QCOM

QUALCOMM INC

5.45%

Shares1.8K

Event2026-03-31

Filed2026-05-04

FTEC

FIDELITY COVINGTON TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

-1.36%

Shares1.0K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

New

Shares9.4K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

1.34%

Shares2.4K

Event2026-03-31

Filed2026-05-04

QMNV

FIRST TR EXCHNG TRADED FD VI

6.99%

Shares9.9K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

0.02%

Shares4.5K

Event2026-03-31

Filed2026-05-04

AMID

EA SERIES TRUST

-13.36%

Shares6.9K

Event2026-03-31

Filed2026-05-04

MMM

3M CO

0.79%

Shares1.5K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-39.00%

Shares3.9K

Event2026-03-31

Filed2026-05-04

GAPR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

-13.08%

Shares6.5K

Event2026-03-31

Filed2026-05-04

VSS

VANGUARD INTL EQUITY INDEX F

-0.27%

Shares1.5K

Event2026-03-31

Filed2026-05-04

SLVR

SPROTT FDS TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-04

XISE

FIRST TR EXCHNG TRADED FD VI

New

Shares6.9K

Event2026-03-31

Filed2026-05-04

MASTERCARD INCORPORATED

8.47%

Shares410

Event2026-03-31

Filed2026-05-04

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-04

FORD MTR CO

-10.68%

Shares12.6K

Event2026-03-31

Filed2026-05-04

GOLD ROYALTY CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-04

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares11.0K

Event2026-03-31

Filed2026-05-04

XPL

SOLITARIO RESOURCES CORP

New

Shares10.0K

Event2026-03-31

Filed2026-05-04

ODVWZ

OSISKO DEVELOPMENT CORP

47.00%

Shares14.7K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

MICROSOFT CORP Call CallMICROSOFT CORP1.0K sharesnew addition2026-03-312026-05-04

MICROSOFT CORP Call

MICROSOFT CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-04

Put Option Holdings

No put option holdings data available