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The Analysis of Valeo Financial Advisors, LLC's Holdings & P&L

Currently, Valeo Financial Advisors, LLC holds 722 types of securities in its portfolio with a total value $4.2B. In the most recent quarter, they have increased their positions in PLD (+388.6K shares, valued at $51.4M), JCPB (+277.7K shares, valued at $12.2M), FBND (+177.0K shares, valued at $7.6M); decreased their positions in NVDA (-119.3K shares, valued at $20.8M), HEFA (-396.9K shares, valued at $16.9M), AAPL (-62.0K shares, valued at $15.7M); initiated new positions in XPEV (+386.2K shares, valued at $6.6M), TCBX (+64.8K shares, valued at $2.5M), N/A (+79.3K shares, valued at $1.9M).

1M P&L

+101.1M+2.39%

3M P&L

+44.6M+1.04%

HY P&L

+256.8M+6.30%

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/A2.4B

65.1%

2REIT - Industrial163.7M

4.4%

3Drug Manufacturers - General162.2M

4.3%

Top Industries by Stock Count

1N/A229 stocks

34.3%

2Banks - Regional21 stocks

3.1%

3Software - Application19 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF922.5K shares-0.97%2026-03-312026-05-08

IJR ISHARES S&P SMALLCAP 600 ETF2.1M shares-4.16%2026-03-312026-05-08

IJH ISHARES CORE S&P MID CAP ETF3.2M shares-3.98%2026-03-312026-05-08

IEMG ISHARES CORE MSCI EMERGING MKTS3.0M shares0.91%2026-03-312026-05-08

PLD PROLOGIS SHARE BENEFICIAL INT1.2M shares45.72%2026-03-312026-05-08

IVV ISHARES S&P 500 INDEX320.2K shares1.40%2026-03-312026-05-08

AAPL APPLE INC526.1K shares-10.54%2026-03-312026-05-08

JCPB JPMORGAN CORE PLUS BOND ETF2.9M shares10.57%2026-03-312026-05-08

Sponsored

LLY ELI LILLY & CO COM131.6K shares-3.51%2026-03-312026-05-08

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF591.7K shares-1.39%2026-03-312026-05-08

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF2.0M shares6.66%2026-03-312026-05-08

NVDA NVIDIA CORP481.6K shares-19.85%2026-03-312026-05-08

FBND FIDELITY TOTAL BOND ETF1.9M shares10.07%2026-03-312026-05-08

IEFA ISHARES CORE MSCI EAFE1.1M shares3.49%2026-03-312026-05-08

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF115.4K shares8.23%2026-03-312026-05-08

VCSH VANGUARD SHORT TERM CORP BOND FD ETF924.9K shares4.76%2026-03-312026-05-08

Sponsored

MSFT MICROSOFT176.1K shares-14.38%2026-03-312026-05-08

EFA ISHARES MSCI EAFE ETF609.4K shares-8.16%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW112.9K shares-4.45%2026-03-312026-05-08

AMZN AMAZON.COM INC254.0K shares-12.50%2026-03-312026-05-08

GOOGLE INC GOOGLE INC182.2K shares-20.76%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO COM131.3K shares-8.55%2026-03-312026-05-08

VEA VANGUARD FTSE DEVELOPED MARKETS ETF559.7K shares0.83%2026-03-312026-05-08

VWO VANGUARD FTSE EMERGING MARKETS ETF644.4K shares-1.06%2026-03-312026-05-08

Sponsored

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C115.3K shares-6.94%2026-03-312026-05-08

PULS PGIM ULTRA SHORT BOND ETF616.9K shares16.12%2026-03-312026-05-08

IWM ISHARES RUSSELL 2000 ETF103.0K shares1.07%2026-03-312026-05-08

META META PLATFORMS INC CL A44.3K shares-15.69%2026-03-312026-05-08

POWERSHARES QQQ TR POWERSHARES QQQ TR42.8K shares-18.04%2026-03-312026-05-08

IWR ISHARES TR RUSSELL MIDCAP INDEX FD246.8K shares17.80%2026-03-312026-05-08

TSLA TESLA MOTORS INC53.8K shares-7.58%2026-03-312026-05-08

XOM EXXON MOBIL CORP COM101.5K shares-13.42%2026-03-312026-05-08

Sponsored

BROADCOM INC COM BROADCOM INC COM51.0K shares-25.02%2026-03-312026-05-08

CAT CATERPILLAR INC COM22.1K shares-9.39%2026-03-312026-05-08

V VISA INC51.0K shares-17.27%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON COM62.3K shares-14.08%2026-03-312026-05-08

WMT WALMART INC COM111.1K shares-23.63%2026-03-312026-05-08

VTI VANGUARD TOTAL STOCK MARKET ETF41.6K shares9.00%2026-03-312026-05-08

IWF ISHARES RUSSELL 1000 GROWTH ETF31.2K shares-5.26%2026-03-312026-05-08

PG PROCTER & GAMBLE CO COM83.8K shares-1.85%2026-03-312026-05-08

Sponsored

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF248.8K shares-0.51%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD34.5K shares3.30%2026-03-312026-05-08

ORCL ORACLE CORPORATION77.1K shares-14.88%2026-03-312026-05-08

MBIN MERCHANTS BANCORP IND COM235.1K shares-3.69%2026-03-312026-05-08

IWD ISHARES RUSSELL 1000 VALUE ETF47.1K shares1.32%2026-03-312026-05-08

ABBV ABBVIE INC COM45.5K shares-14.52%2026-03-312026-05-08

MA MASTERCARD INC19.5K shares-16.27%2026-03-312026-05-08

RTX RTX CORPORATION COM48.8K shares-14.24%2026-03-312026-05-08

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL CL A13 shares-7.14%2026-03-312026-05-08

SCHG SCHWAB US LARGE CAP GROWTH ETF332.7K shares1.32%2026-03-312026-05-08

COST COSTCO WHOLESALE CORP9.3K shares-16.52%2026-03-312026-05-08

CVX CHEVRON CORPORATION COM44.3K shares-9.55%2026-03-312026-05-08

VUG VANGUARD GROWTH ETF20.3K shares-0.70%2026-03-312026-05-08

BAC BANK OF AMER CORP COM178.8K shares-18.38%2026-03-312026-05-08

VV VANGUARD LARGE CAP28.6K shares3.95%2026-03-312026-05-08

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF163.7K shares34.29%2026-03-312026-05-08

Sponsored

LMT LOCKHEED MARTIN CORP13.3K shares-10.73%2026-03-312026-05-08

VO VANGUARD MID CAP32.6K shares4.13%2026-03-312026-05-08

BND VANGUARD TOTAL BOND MARKET ETF146.9K shares8.47%2026-03-312026-05-08

VTV VANGUARD VALUE ETF48.0K shares6.98%2026-03-312026-05-08

XLK TECHNOLOGY SELECT SECTOR SPDR53.4K shares3.42%2026-03-312026-05-08

PEP PEPSICO INC COM45.1K shares-16.31%2026-03-312026-05-08

AGG ISHARES AGGREGATE BOND ETF67.3K shares10.70%2026-03-312026-05-08

MCD MCDONALDS CORP COM21.4K shares-21.22%2026-03-312026-05-08

Sponsored

XPEV XPENG INC ADS386.2K sharesnew addition2026-03-312026-05-08

AMGN AMGEN INC18.7K shares-10.86%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC CL A45.0K shares-8.44%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC7.8K shares-8.59%2026-03-312026-05-08

EEM ISHARES MSCI EMERGING MARKETS ETF115.7K shares0.03%2026-03-312026-05-08

VT VANGUARD TOTAL WORLD STOCK ETF47.4K shares1.08%2026-03-312026-05-08

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF83.3K shares-3.35%2026-03-312026-05-08

NFLX NETFLIX COM INC67.2K shares-19.29%2026-03-312026-05-08

Sponsored

MERCK & CO INC MERCK & CO INC53.2K shares-21.03%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC54.9K shares-13.49%2026-03-312026-05-08

DIS DISNEY WALT CO COM61.5K shares-14.18%2026-03-312026-05-08

MUB ISHARES AMT-FREE MUNI BOND ETF54.9K shares-1.60%2026-03-312026-05-08

BA BOEING CO COM28.0K shares-4.95%2026-03-312026-05-08

CSCO CISCO SYS INC70.6K shares-17.16%2026-03-312026-05-08

KO COCA COLA CO COM71.8K shares-28.64%2026-03-312026-05-08

HD HOME DEPOT16.5K shares-37.01%2026-03-312026-05-08

Sponsored

PM PHILIP MORRIS INTL INC31.4K shares-25.67%2026-03-312026-05-08

CMI CUMMINS INC COM9.6K shares-13.56%2026-03-312026-05-08

T AT&T INC COM176.8K shares3.78%2026-03-312026-05-08

SCHF SCHWAB INTERNATIONAL EQUITY ETF197.9K shares0.09%2026-03-312026-05-08

VBR VANGUARD SMALL CAP VALUE ETF29.4K shares0.46%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO COM16.0K shares-13.16%2026-03-312026-05-08

DE DEERE & CO COM8.5K shares-8.03%2026-03-312026-05-08

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF60.9K shares2.73%2026-03-312026-05-08

Sponsored

GEV GE VERNOVA INC COM5.2K shares-27.05%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS89.9K shares-15.42%2026-03-312026-05-08

ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF50.7K shares30.89%2026-03-312026-05-08

PFE PFIZER INC COM159.0K shares-10.78%2026-03-312026-05-08

FDX FEDEX CORP12.3K shares-7.63%2026-03-312026-05-08

UNH UNITEDHEALTH GROUP16.2K shares-26.26%2026-03-312026-05-08

IWB ISHARES TR RUSSELL 1000 INDEX ETF12.0K shares-3.39%2026-03-312026-05-08

GE AEROSPACE COM NEW GE AEROSPACE COM NEW14.8K shares-29.48%2026-03-312026-05-08

Sponsored

VB VANGUARD SMALL CAP ETF15.9K shares-5.27%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC COM25.9K shares-9.31%2026-03-312026-05-08

IVW ISHARES S&P 500 GROWTH ETF36.4K shares0.92%2026-03-312026-05-08

IBM INTL BUSINESS MACHINES16.5K shares-9.91%2026-03-312026-05-08

ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP204.6K shares8.23%2026-03-312026-05-08

VBK VANGUARD SMALL-CAP GROWTH ETF13.0K shares-0.18%2026-03-312026-05-08

CRM SALESFORCE COM20.5K shares-33.92%2026-03-312026-05-08

VTEB VANGUARD TAX-EXEMPT BOND ETF76.4K shares7.12%2026-03-312026-05-08

Sponsored

CRWD CROWDSTRIKE HLDGS INC CL A9.8K shares-11.10%2026-03-312026-05-08

IVE ISHARES S&P 500 VALUE ETF17.9K shares-7.44%2026-03-312026-05-08

DVY ISHARES DJ SELECT DIVIDEND24.2K shares0.25%2026-03-312026-05-08

WFC WELLS FARGO & CO COM45.9K shares-19.93%2026-03-312026-05-08

XLF FINANCIAL SELECT SECTOR SPDR82.1K shares-1.77%2026-03-312026-05-08

HON HONEYWELL INTL INC16.0K shares-20.32%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L P94.7K shares0.36%2026-03-312026-05-08

HDV ISHARES TR HIGH DIVID EQUITY FD24.8K shares-1.39%2026-03-312026-05-08

Sponsored

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF34.2K shares4.89%2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF86.6K shares5.16%2026-03-312026-05-08

EATON CORP PLC SHS EATON CORP PLC SHS9.2K shares-17.38%2026-03-312026-05-08

VGT VANGUARD INFORMATION TECHNOLOGY4.7K shares-1.05%2026-03-312026-05-08

INTC INTEL CORP COM74.1K shares-18.33%2026-03-312026-05-08

CLOZ ELDRIDGE BBB-B CLO ETF123.8K shares0.00%2026-03-312026-05-08

ASML ASML HLDG NV N Y REGISTRY SHS2.4K shares-13.51%2026-03-312026-05-08

GLD SPDR GOLD ETF7.2K shares-26.56%2026-03-312026-05-08

Sponsored

TJX TJX COS INC NEW COM18.7K shares-20.76%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF113.7K shares-32.85%2026-03-312026-05-08

AMAT APPLIED MATLS INC COM8.2K shares-20.16%2026-03-312026-05-08

COP CONOCOPHILLIPS COM21.3K shares-16.50%2026-03-312026-05-08

UNP UNION PAC CORP COM11.5K shares-24.88%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC COM13.4K shares-24.12%2026-03-312026-05-08

SCHW CHARLES SCHWAB CORP28.3K shares-19.09%2026-03-312026-05-08

SBUX STARBUCKS CORP29.7K shares-10.55%2026-03-312026-05-08

Sponsored

ABT ABBOTT LABORATORIES COM25.7K shares-24.74%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP COM26.9K shares67.84%2026-03-312026-05-08

CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF97.4K shares69.47%2026-03-312026-05-08

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW19.5K shares-2.60%2026-03-312026-05-08

FBTC FIDELITY WISE ORIGIN BITCOIN FUND42.4K shares14.90%2026-03-312026-05-08

TCBX THIRD COAST BANCSHARES INC COM64.8K sharesnew addition2026-03-312026-05-08

JAAA JANUS HENDERSON AAA CLO ETF48.4K shares63.66%2026-03-312026-05-08

UPS UNITED PARCEL SERVICE INC24.7K shares-3.00%2026-03-312026-05-08

Sponsored

XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD22.2K shares-0.15%2026-03-312026-05-08

MU MICRON TECHNOLOGY7.0K shares-31.69%2026-03-312026-05-08

VGSH VANGUARD SHORT-TERM TREASURY ETF40.6K shares-1.33%2026-03-312026-05-08

SMB VANECK SHORT MUNI ETF136.7K shares-12.95%2026-03-312026-05-08

NEE NEXTERA ENERGY INC COM25.4K shares-33.83%2026-03-312026-05-08

EQIX EQUINIX INC COM2.4K shares-10.90%2026-03-312026-05-08

OAKM OAKMARK U.S. LARGE CAP ETF84.3K shares17.54%2026-03-312026-05-08

BLACKROCK INC BLACKROCK INC2.4K shares-28.32%2026-03-312026-05-08

Sponsored

PSX PHILLIPS 6612.6K shares-15.20%2026-03-312026-05-08

SHOP SHOPIFY INC CL A SUB VTG SHS19.2K shares6.99%2026-03-312026-05-08

MS MORGAN STANLEY13.8K shares-20.65%2026-03-312026-05-08

WM WASTE MANAGEMENT INC9.9K shares-12.65%2026-03-312026-05-08

DHR DANAHER CORP11.8K shares-14.84%2026-03-312026-05-08

FEOE FIRST EAGLE OVERSEAS EQUITY ETF43.8K shares44.77%2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP10.2K shares-38.73%2026-03-312026-05-08

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM6.3K shares-22.34%2026-03-312026-05-08

Sponsored

VRT VERTIV HOLDINGS CO COM CL A8.5K shares-4.85%2026-03-312026-05-08

SYK STRYKER CORP6.4K shares-20.77%2026-03-312026-05-08

XLE ENERGY SELECT SECTOR SPDR34.5K shares-2.22%2026-03-312026-05-08

SSO PROSHARES ULTRA S&P 50040.0K shares0.00%2026-03-312026-05-08

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF74.5K shares-4.64%2026-03-312026-05-08

SCHD SCHWAB US DIVIDEND EQUITY ETF67.2K shares-15.36%2026-03-312026-05-08

MO ALTRIA GROUP INC COM31.2K shares-24.06%2026-03-312026-05-08

QCOM QUALCOMM INC15.6K shares-27.35%2026-03-312026-05-08

Sponsored

ITOT ISHARES TR S&P 1500 INDEX FD14.0K shares0.28%2026-03-312026-05-08

QQQM INVESCO NASDAQ 100 ETF8.3K shares29.85%2026-03-312026-05-08

SLV ISHARES SILVER TRUST ETF28.8K shares1.65%2026-03-312026-05-08

MDLZ MONDELEZ INTL INC CL A33.9K shares22.73%2026-03-312026-05-08

SAPIENT QUALITY SELECT ETF SAPIENT QUALITY SELECT ETF79.3K sharesnew addition2026-03-312026-05-08

SCHE SCHWAB EMERGING MARKET EQ ETF57.4K shares0.50%2026-03-312026-05-08

SCHM SCHWAB US MID-CAP ETF60.9K shares0.70%2026-03-312026-05-08

IWP ISHARES RUSSELL MIDCAP GROWTH ETF14.2K shares-0.01%2026-03-312026-05-08

Sponsored

NOC NORTHROP GRUMMAN CORP COM2.7K shares-30.46%2026-03-312026-05-08

NSC NORFOLK SOUTHERN CRP6.3K shares-15.58%2026-03-312026-05-08

SO SOUTHERN CO COM18.5K shares-4.53%2026-03-312026-05-08

AFL AFLAC INC COM16.3K shares-2.92%2026-03-312026-05-08

TGT TARGET CORP COM14.7K shares-16.81%2026-03-312026-05-08

NKE NIKE INC CLASS B33.7K shares36.14%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC COM24.5K shares-42.66%2026-03-312026-05-08

BMY BRISTOL-MYERS SQUIBB CO COM29.0K shares-7.34%2026-03-312026-05-08

Sponsored

VCRM VANGUARD CORE TAX-EXEMPT BOND ETF23.0K shares26.61%2026-03-312026-05-08

ACWI ISHARES TR MSCI ACWIINDEX FD12.5K shares2.03%2026-03-312026-05-08

MPC MARATHON PETE CORP7.0K shares-18.82%2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC COM6.6K shares-13.45%2026-03-312026-05-08

CVS CVS HEALTH CORP COM23.8K shares-27.21%2026-03-312026-05-08

LOW LOWES COS INC COM7.2K shares-29.91%2026-03-312026-05-08

ASTRAZENECA PLC- SPONS ADR ASTRAZENECA PLC- SPONS ADR8.5K shares-56.03%2026-03-312026-05-08

TALK TALKSPACE INC COM323.7K shares-27.23%2026-03-312026-05-08

Sponsored

SNOW SNOWFLAKE INC COM SHS10.9K shares-16.30%2026-03-312026-05-08

SPGI S&P GLOBAL INC COM3.8K shares-24.09%2026-03-312026-05-08

CSX CSX CORP39.2K shares0.27%2026-03-312026-05-08

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF54.6K shares143.32%2026-03-312026-05-08

VLO VALERO ENERGY CORP6.4K shares-16.22%2026-03-312026-05-08

ISRG INTUITIVE SURGICAL, INC.3.4K shares-30.92%2026-03-312026-05-08

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF36.9K shares-91.50%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS IN3.5K shares-25.25%2026-03-312026-05-08

Sponsored

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF29.5K shares4.30%2026-03-312026-05-08

SHEL ROYAL DUTCH SHELL PLC-ADR16.7K shares-24.62%2026-03-312026-05-08

SCHA SCHWAB ETFS- US SMALL-CAP ETF67.1K shares6.11%2026-03-312026-05-08

VDE VANGUARD ENERGY8.9K shares-7.18%2026-03-312026-05-08

NOW SERVICENOW INC COM14.7K shares-3.85%2026-03-312026-05-08

ORLY O REILLY AUTOMOTIVE INC16.5K shares-17.81%2026-03-312026-05-08

BLACKSTONE GROUP LP BLACKSTONE GROUP LP13.3K shares-11.97%2026-03-312026-05-08

VIOO VANGUARD S&P SMALL-CAP 600 ETF13.3K shares0.33%2026-03-312026-05-08

Sponsored

EFG ISHARES MSCI EAFE GROWTH INDEX ETF13.6K shares0.67%2026-03-312026-05-08

VIG VANGUARD DIVIDEND APPRECIATION ETF6.9K shares2.03%2026-03-312026-05-08

SOXX ISHARES SEMICONDUCTOR ETF4.5K shares0.00%2026-03-312026-05-08

GLW CORNING INC COM10.9K shares0.19%2026-03-312026-05-08

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND16.6K shares0.00%2026-03-312026-05-08

MEAR ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF29.4K shares-12.89%2026-03-312026-05-08

VTEI VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF14.7K shares8.95%2026-03-312026-05-08

HSY HERSHEY CO COM7.0K shares-43.40%2026-03-312026-05-08

Sponsored

PWR QUANTA SERVICES INC2.6K shares-25.51%2026-03-312026-05-08

XLI INDUSTRIAL SELECT SECTOR SPDR8.8K shares-1.97%2026-03-312026-05-08

MLM MARTIN MARIETTA MATLS INC2.4K shares165.05%2026-03-312026-05-08

ARES ARES MANAGEMENT CORPORATION CL A COM STK12.9K shares-2.02%2026-03-312026-05-08

THFF TERRE HAUTE FIRST FINANCIAL22.2K shares0.08%2026-03-312026-05-08

CELESTICA INC COM CELESTICA INC COM4.9K shares1.42%2026-03-312026-05-08

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF28.6K shares-0.41%2026-03-312026-05-08

CALUMET SPCLTY PRDCTS PRTNRS CALUMET SPCLTY PRDCTS PRTNRS38.6K shares0.00%2026-03-312026-05-08

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IWO ISHARES RUSSELL 2000 GROWTH INDEX4.4K shares3.95%2026-03-312026-05-08

SCHV SCHWAB US LARGE CAP VALUE ETF44.9K shares-0.12%2026-03-312026-05-08

R RYDER SYS INC COM6.6K shares0.53%2026-03-312026-05-08

YUM YUM! BRANDS INC8.7K shares-2.13%2026-03-312026-05-08

ADI ANALOG DEVICES INC COM4.2K shares-37.07%2026-03-312026-05-08

SPG SIMON PROPERTY GROUP INC7.1K shares-14.91%2026-03-312026-05-08

MEDTRONIC PLC SHS MEDTRONIC PLC SHS15.3K shares-30.37%2026-03-312026-05-08

VOX VANGUARD COMMUNICATION SERVICES ETF7.3K shares0.00%2026-03-312026-05-08

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TMO THERMO FISHER SCIENTIFIC INC COM2.7K shares-43.27%2026-03-312026-05-08

EMR EMERSON ELEC CO COM9.9K shares-28.66%2026-03-312026-05-08

CLOX ELDRIDGE AAA CLO ETF50.0K shares0.00%2026-03-312026-05-08

CEF CENTRAL FUND OF CANADA LTD26.8K shares-2.59%2026-03-312026-05-08

PNC PNC FINL SVCS GROUP INC COM6.0K shares-8.03%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO COM14.7K shares18.12%2026-03-312026-05-08

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF17.7K shares-1.21%2026-03-312026-05-08

ELV ELEVANCE HEALTH INC FORMERLY A COM4.3K shares10.19%2026-03-312026-05-08

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MMC MARSH & MCLENNAN COS INC COM7.2K shares34.66%2026-03-312026-05-08

LH LABORATORY CORP OF AMERICA4.7K shares-1.90%2026-03-312026-05-08

VYM VANGUARD HIGH DIVIDEND YIELD8.3K shares16.37%2026-03-312026-05-08

OXY OCCIDENTAL PETE CORP COM18.9K shares29.77%2026-03-312026-05-08

IWN ISHARES RUSSELL 2000 VALUE6.4K shares4.74%2026-03-312026-05-08

NVS NOVARTIS AG ADR8.0K shares-26.24%2026-03-312026-05-08

COF CAPITAL ONE FINANCIAL CORP6.7K shares-34.02%2026-03-312026-05-08

GIS GENERAL MILLS INC COM32.8K shares2.79%2026-03-312026-05-08

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LINDE PLC SHS LINDE PLC SHS2.4K shares-42.53%2026-03-312026-05-08

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF17.7K shares3.24%2026-03-312026-05-08

TRV TRAVELERS COMPANIES INC COM4.1K shares-18.07%2026-03-312026-05-08

BP BP PLC SPONSORED ADR24.9K shares-16.50%2026-03-312026-05-08

IWV ISHARES TRUST RUSSELL 3000 INDEX FD3.1K shares-78.68%2026-03-312026-05-08

DGRO ISHARES CORE DIVIDEND GROWTH ETF16.4K shares1.03%2026-03-312026-05-08

MAR MARRIOTT INTL INC3.5K shares-26.57%2026-03-312026-05-08

XLP CONSUMER STAPLES SELECT SECTOR SPDR13.9K shares-0.99%2026-03-312026-05-08

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ROCKET LAB CORP COM ROCKET LAB CORP COM17.6K shares3.32%2026-03-312026-05-08

SPYD STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF24.7K shares-1.40%2026-03-312026-05-08

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS9.2K shares-33.06%2026-03-312026-05-08

TXN TEXAS INSTRS INC COM5.8K shares-13.97%2026-03-312026-05-08

VHT VANGUARD HEALTH CARE ETF4.1K shares-0.83%2026-03-312026-05-08

IVOO VANGUARD S&P MID-CAP 400 ETF9.7K shares0.00%2026-03-312026-05-08

BE BLOOM ENERGY CORP COM CL A8.2K shares4.81%2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING INC COM5.4K shares-27.14%2026-03-312026-05-08

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BWXT BWX TECHNOLOGIES INC COM5.3K shares1.54%2026-03-312026-05-08

FCX FREEPORT MCMORAN COPPER18.6K shares-30.01%2026-03-312026-05-08

GPC GENUINE PARTS CO COM10.3K shares-1.62%2026-03-312026-05-08

GILD GILEAD SCIENCES INC7.8K shares-41.13%2026-03-312026-05-08

STLD STEEL DYNAMICS INC6.0K shares-10.17%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP COM1.2K shares-42.87%2026-03-312026-05-08

F FORD MOTOR COMPANY91.5K shares-20.74%2026-03-312026-05-08

TTWO TAKE-TWO INTERACTIVE SOFTWARE COM5.3K shares-6.51%2026-03-312026-05-08

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APH AMPHENOL CORP CL A8.1K shares-30.24%2026-03-312026-05-08

HLAL WAHED FTSE USA SHARIAH ETF17.3K shares49.09%2026-03-312026-05-08

GKOS GLAUKOS CORP COM9.5K shares20.29%2026-03-312026-05-08

MMM 3M CO COM7.0K shares-23.47%2026-03-312026-05-08

FDN FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD4.3K shares0.00%2026-03-312026-05-08

CB CHUBB LTD SWITZ COM3.1K shares-40.54%2026-03-312026-05-08

ETR ENTERGY CORP NEW COM8.9K shares-37.38%2026-03-312026-05-08

REGN REGENERON PHARMACEUTICALS INC1.3K shares-19.65%2026-03-312026-05-08

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VEU VANGUARD FTSE ALL-WORLD EX-US13.3K shares-8.02%2026-03-312026-05-08

FTNT FORTINET INC COM12.2K shares-25.60%2026-03-312026-05-08

ZBH ZIMMER HLDGS INC11.0K shares1.27%2026-03-312026-05-08

TROW T ROWE PRICE GROUP INC11.0K shares124.81%2026-03-312026-05-08

SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF24.6K shares0.64%2026-03-312026-05-08

XYLD GLOBAL X S&P 500 COVERED CALL ETF25.0K shares25.00%2026-03-312026-05-08

BKNG BOOKING HOLDINGS INC COM232 shares-36.26%2026-03-312026-05-08

VIS VANGUARD INDUSTRIALS3.1K shares0.00%2026-03-312026-05-08

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NUE NUCOR CORP COM5.6K shares2.29%2026-03-312026-05-08

USB US BANCORP COM NEW18.1K shares-34.57%2026-03-312026-05-08

DFAS DIMENSIONAL U.S. SMALL CAP ETF13.1K shares-7.20%2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC CL C5.7K shares-28.82%2026-03-312026-05-08

CME CHICAGO MERCANTILE HLDGS INC3.1K shares-23.81%2026-03-312026-05-08

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF3.8K shares0.13%2026-03-312026-05-08

CINF CINCINNATI FINL CORP COM5.8K shares-3.24%2026-03-312026-05-08

VPU VANGUARD UTILITIES4.6K shares2.70%2026-03-312026-05-08

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MCK MCKESSON CORP1.0K shares-31.45%2026-03-312026-05-08

DIA SPDR DOW JONES INDUSTRIAL ETF1.9K shares-22.12%2026-03-312026-05-08

SMH VANECK SEMICONDUCTOR ETF2.3K shares14.26%2026-03-312026-05-08

EFV ISHARES MSCI EAFE VALUE INDEX ETF11.9K shares30.17%2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC COM6.6K shares-49.21%2026-03-312026-05-08

KMI KINDER MORGAN INC25.5K shares-13.93%2026-03-312026-05-08

TOTALENERGIES SE ACT TOTALENERGIES SE ACT9.3K shares-18.21%2026-03-312026-05-08

GABC GERMAN AMERICAN BANCORP20.2K shares-40.63%2026-03-312026-05-08

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INTU INTUIT INC1.9K shares-30.41%2026-03-312026-05-08

UI UBIQUITI INC COM1.1K shares0.67%2026-03-312026-05-08

VFH VANGUARD FINANCIALS ETF6.8K shares0.00%2026-03-312026-05-08

GBIL ACCESS TREASURY 0-1 YEAR ETF8.1K shares0.00%2026-03-312026-05-08

CLX CLOROX CO DEL COM7.7K shares44.61%2026-03-312026-05-08

LHX L3HARRIS TECHNOLOGIES INC COM2.3K shares-12.16%2026-03-312026-05-08

ECL ECOLAB INC COM3.0K shares-28.00%2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP12.6K shares-39.12%2026-03-312026-05-08

Sponsored

NI NISOURCE INC COM16.8K shares-8.76%2026-03-312026-05-08

TFC TRUIST FINL CORP COM17.1K shares-9.85%2026-03-312026-05-08

CIGNA CORP CIGNA CORP2.9K shares-23.37%2026-03-312026-05-08

QUAL ISHARES MSCI USA QUALITY FACTOR ETF4.0K shares-5.86%2026-03-312026-05-08

RCL ROYAL CARRIBBEAN CRUISES LTD2.8K shares-32.30%2026-03-312026-05-08

PYPL PAYPAL HLDGS INC COM16.8K shares-3.44%2026-03-312026-05-08

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF12.1K shares0.00%2026-03-312026-05-08

VCIT VANGUARD INTERMEDIATE TERM CORP BOND FD ETF9.1K shares29.76%2026-03-312026-05-08

Sponsored

DAL DELTA AIR LINES INC DEL CMN11.3K shares-16.30%2026-03-312026-05-08

ARGX ARGENX SE SPONSORED ADR1.0K shares-25.29%2026-03-312026-05-08

LULU LULULEMON ATHLETICA INC4.9K shares42.90%2026-03-312026-05-08

MCHP MICROCHIP TECHNOLOGY INC11.4K shares-13.06%2026-03-312026-05-08

CTAS CINTAS CORP4.4K shares-22.23%2026-03-312026-05-08

KLAC KLA-TENCOR CORP502 shares-61.91%2026-03-312026-05-08

D DOMINION RESOURCES INC11.9K shares-31.80%2026-03-312026-05-08

URTH ISHARES MSCI WORLD ETF4.1K shares0.00%2026-03-312026-05-08

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GM GENERAL MOTORS CORP9.8K shares-32.91%2026-03-312026-05-08

OBDC BLUE OWL CAPITAL CORPORATION COM66.0K shares49.47%2026-03-312026-05-08

FITB FIFTH THIRD BANCORP15.7K shares25.32%2026-03-312026-05-08

IYW ISHARES DJ US TECHNOLOGY4.0K shares0.00%2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS INC COM2.5K shares-24.57%2026-03-312026-05-08

CMCSA COMCAST CORP NEW CL A25.0K shares-13.01%2026-03-312026-05-08

TE CONNECTIVITY LTD TE CONNECTIVITY LTD3.4K shares-25.89%2026-03-312026-05-08

LNG CHENIERE ENERGY INC COM NEW2.5K shares47.17%2026-03-312026-05-08

Sponsored

EQT CORP COM EQT CORP COM11.1K shares-6.04%2026-03-312026-05-08

BAC-PL BK OF AMERICA CORP 7.25 CNV PFD590 shares0.00%2026-03-312026-05-08

TM TOYOTA MOTOR CORP ADS3.4K shares-21.01%2026-03-312026-05-08

VNQ VANGUARD REIT INDEX ETF7.8K shares-54.14%2026-03-312026-05-08

SLB SLB LIMITED COM STK13.4K shares-33.65%2026-03-312026-05-08

IUSG ISHARES CORE S&P U.S. GROWTH ETF4.4K shares-9.54%2026-03-312026-05-08

TMUS T-MOBILE US INC COM3.2K shares-44.04%2026-03-312026-05-08

SU SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR10.2K shares0.19%2026-03-312026-05-08

Sponsored

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF19.9K shares1.11%2026-03-312026-05-08

AIG AMERICAN INTL GROUP INC COM NEW8.9K shares-33.74%2026-03-312026-05-08

IWS ISHARES RUSSELL MIDCAP VALUE INDEX4.6K shares-0.80%2026-03-312026-05-08

ANF ABERCROMBIE & FITCH CO CL A7.6K shares-0.04%2026-03-312026-05-08

IGV ISHARES S&P NORTH AMER TECH-SOFTWARE8.3K shares8.41%2026-03-312026-05-08

STZ CONSTELLATION BRANDS INC CL A4.4K shares-33.08%2026-03-312026-05-08

LPX LOUISIANA PACIFIC9.1K shares-0.56%2026-03-312026-05-08

NEM NEWMONT CORP COM6.1K shares-36.97%2026-03-312026-05-08

Sponsored

LEN LENNAR CORP CL A7.5K shares-22.13%2026-03-312026-05-08

MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD6.5K shares-14.50%2026-03-312026-05-08

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY1.7K shares-45.76%2026-03-312026-05-08

NVO NOVO-NORDISK A/S ADR ADR CMN17.6K shares-16.34%2026-03-312026-05-08

COIN COINBASE GLOBAL INC COM CL A3.7K shares47.62%2026-03-312026-05-08

VOTE TCW TRANSFORM 500 ETF8.5K shares0.00%2026-03-312026-05-08

ROK ROCKWELL AUTOMATION INC COM1.8K shares-33.05%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP COM2.3K shares-56.99%2026-03-312026-05-08

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FLEX FLEXTRONICS INTL LTD F9.7K shares2.97%2026-03-312026-05-08

ADBE ADOBE SYS INC2.6K shares-31.45%2026-03-312026-05-08

ACCENTURE PLC CLASS A ACCENTURE PLC CLASS A3.2K shares-18.93%2026-03-312026-05-08

FTAI AVIATION LTD SHS FTAI AVIATION LTD SHS2.6K shares1.22%2026-03-312026-05-08

ICE INTERCONTINENTAL EXCH INTL4.0K shares-45.27%2026-03-312026-05-08

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF16.5K shares-5.69%2026-03-312026-05-08

IJT ISHARES S&P SMALLCAP 600 GROWTH ETF4.3K shares-2.34%2026-03-312026-05-08

AMT AMERICAN TOWER CORP3.6K shares-54.92%2026-03-312026-05-08

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MDY S & P MID CAP 400 DEP RCPTS MID CAP1.0K shares-7.44%2026-03-312026-05-08

UST PROSHARES ULTRA 7-10 YEAR TREASURY14.3K shares-13.73%2026-03-312026-05-08

FAST FASTENAL CO13.1K shares-31.74%2026-03-312026-05-08

JCI JOHNSON CTLS INC4.6K shares-45.23%2026-03-312026-05-08

BK BANK NEW YORK MELLON CORP COM5.1K shares-33.57%2026-03-312026-05-08

HBAN HUNTINGTON BANCSHARES INC COM38.4K shares-1.93%2026-03-312026-05-08

FELC FIDELITY ENHANCED LARGE CAP CORE ETF16.6K shares0.25%2026-03-312026-05-08

SHM STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF12.5K sharesnew addition2026-03-312026-05-08

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DDOG DATADOG INC CL A COM5.0K shares-5.05%2026-03-312026-05-08

ALL ALLSTATE CORP2.9K shares-31.02%2026-03-312026-05-08

ZTS ZOETIS INC COM CL A5.0K shares16.41%2026-03-312026-05-08

AJG GALLAGHER ARTHUR J &CO2.7K shares94.68%2026-03-312026-05-08

VCR VANGUARD CONSUMER DISCRETIONARY1.6K shares-41.58%2026-03-312026-05-08

VOT VANGUARD MID-CAP GROWTH ETF2.3K shares-22.46%2026-03-312026-05-08

MET METLIFE INC COM8.2K shares-24.77%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS4.6K shares-5.91%2026-03-312026-05-08

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MPWR MONOLITHIC PWR SYS INC COM528 shares-23.59%2026-03-312026-05-08

KR KROGER CO COM8.0K shares-17.67%2026-03-312026-05-08

CAH CARDINAL HEALTH INC2.7K shares-23.79%2026-03-312026-05-08

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF23.0K shares-0.73%2026-03-312026-05-08

SHW SHERWIN WILLIAMS CO COM1.8K shares-32.77%2026-03-312026-05-08

MELI MERCADOLIBRE INC330 shares-21.43%2026-03-312026-05-08

WCN WASTE CONNECTIONS INC3.5K shares0.72%2026-03-312026-05-08

OKE ONEOK INC NEW COM6.3K shares-15.72%2026-03-312026-05-08

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PAA PLAINS ALL AMERICAN PIPELINE LP25.1K shares-4.44%2026-03-312026-05-08

SDY SPDR SER TR S&P DIVID ETF3.8K shares-15.78%2026-03-312026-05-08

CENCORA INC COM CENCORA INC COM1.7K shares-26.96%2026-03-312026-05-08

SOFI SOFI TECHNOLOGIES INC COM34.5K shares7.82%2026-03-312026-05-08

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW9.6K shares-27.78%2026-03-312026-05-08

MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED32.2K shares-38.45%2026-03-312026-05-08

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST5.8K shares11.46%2026-03-312026-05-08

CTVA CORTEVA INC COM6.4K shares-25.68%2026-03-312026-05-08

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IP INTERNATIONAL PAPER CO COM15.0K shares-5.48%2026-03-312026-05-08

ONB OLD NATL BANCORP IND24.2K shares-0.51%2026-03-312026-05-08

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR9.6K shares-35.59%2026-03-312026-05-08

WELL WELLTOWER INC COM2.7K shares-43.88%2026-03-312026-05-08

FMBH FIRST MID BANCSHARES INC COM12.5K shares0.73%2026-03-312026-05-08

AMP AMERIPRISE FINANCIAL INC.1.2K shares-41.50%2026-03-312026-05-08

MSTR STRATEGY INC CL A NEW4.1K shares121.57%2026-03-312026-05-08

PDI PIMCO DYNAMIC INCOME FD SHS29.9K shares0.01%2026-03-312026-05-08

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NRG NRG ENERGY INC NEW3.5K shares0.00%2026-03-312026-05-08

KHC KRAFT HEINZ CO COM22.7K shares17.44%2026-03-312026-05-08

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK21.5K shares76.53%2026-03-312026-05-08

PRU PRUDENTIAL FINL INC5.2K shares-33.58%2026-03-312026-05-08

SNDK SANDISK CORP COM800 shares-29.89%2026-03-312026-05-08

HSBC HSBC HOLDINGS PLC SPONS ADR6.1K shares-44.75%2026-03-312026-05-08

ILMN ILLUMINA INC4.1K shares-0.36%2026-03-312026-05-08

PL PLANET LABS PBC COM CL A18.0K shares-8.71%2026-03-312026-05-08

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INBK FIRST INTERNET BANCORP24.6K shares0.06%2026-03-312026-05-08

XLU UTILITIES SELECT SECTOR SPDR10.9K shares0.65%2026-03-312026-05-08

NTRA NATERA INC COM2.5K shares-7.58%2026-03-312026-05-08

BSV VANGUARD SHORT TERM BOND6.3K sharesnew addition2026-03-312026-05-08

DLR DIGITAL REALTY TRUST INC2.7K shares-41.81%2026-03-312026-05-08

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF4.5K shares2.30%2026-03-312026-05-08

VST VISTRA CORP COM3.3K shares-43.48%2026-03-312026-05-08

ROP ROPER INDUSTRIES INC1.4K shares-7.13%2026-03-312026-05-08

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BHP BHP BILLITON LIMITED SPONSORED ADS6.7K shares-37.92%2026-03-312026-05-08

ED CONSOLIDATED EDISON INC COM4.3K shares5.00%2026-03-312026-05-08

IUSV ISHARES CORE S&P US VALUE ETF4.7K shares-13.71%2026-03-312026-05-08

PCAR PACCAR INC COM4.2K shares-37.06%2026-03-312026-05-08

SAN BANCO SANTANDER CENT HISP42.9K shares-31.98%2026-03-312026-05-08

ESS ESSEX PPTY TR REIT2.0K shares-2.11%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD COM2.4K shares7.33%2026-03-312026-05-08

VSS VANGUARD FTSE ALL WORLD EX-US ETF3.3K shares0.00%2026-03-312026-05-08

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BTI BRITISH AMERICAN TOBACCO8.2K shares-49.36%2026-03-312026-05-08

VGK VANGUARD EUROPEAN5.7K shares0.00%2026-03-312026-05-08

MPLX MPLX LP COM UNIT REP LTD8.3K shares5.36%2026-03-312026-05-08

MNST MONSTER BEVERAGE CORP NEW COM6.5K shares-20.35%2026-03-312026-05-08

NXG NXG NEXTGEN INFRASTR INCM FD COM8.5K shares-0.18%2026-03-312026-05-08

WPM SILVER WHEATON CORP3.6K shares-24.44%2026-03-312026-05-08

NMFC NEW MOUNTAIN FIN CORP59.9K shares0.00%2026-03-312026-05-08

STT STATE STR CORP COM3.6K shares-11.99%2026-03-312026-05-08

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ATEC ALPHATEC HLDGS INC COM NEW41.4K shares0.24%2026-03-312026-05-08

BALL BALL CORP COM7.6K shares-12.73%2026-03-312026-05-08

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX4.4K shares0.00%2026-03-312026-05-08

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF9.6K shares0.00%2026-03-312026-05-08

WBD DISCOVERY HLDG CO16.2K shares22.69%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION COM7.9K shares-22.43%2026-03-312026-05-08

HYS PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD4.7K shares-10.01%2026-03-312026-05-08

EBAY EBAY INC4.9K shares-28.61%2026-03-312026-05-08

Sponsored

USD PROSHARES ULTRA SEMICONDUCTORS9.2K shares0.00%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC SHS1.1K shares-45.75%2026-03-312026-05-08

WAB WABTEC1.7K shares1.28%2026-03-312026-05-08

AXON AXON ENTERPRISE INC COM1.0K shares-14.09%2026-03-312026-05-08

IYR ISHARES US REAL ESTATE ETF4.6K shares-13.58%2026-03-312026-05-08

SUPER MICRO COMPUTER INC COM NEW SUPER MICRO COMPUTER INC COM NEW18.6K shares5.66%2026-03-312026-05-08

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF17.1K sharesnew addition2026-03-312026-05-08

MSBI MIDLAND STATES BANCORP INC COM19.0K shares0.07%2026-03-312026-05-08

Sponsored

CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF6.8K shares-43.01%2026-03-312026-05-08

SHYD VANECK SHORT HIGH YIELD MUNI ETF18.6K sharesnew addition2026-03-312026-05-08

WPC WP CAREY INC COM6.2K shares3.97%2026-03-312026-05-08

ACWX ISHARES MSCI ACWI EX US6.1K shares-23.79%2026-03-312026-05-08

DXCM DEXCOM INC COM6.7K shares-2.31%2026-03-312026-05-08

KKR & CO LP KKR & CO LP4.5K shares-33.86%2026-03-312026-05-08

SONY SONY GROUP CORP SPONSORED ADR20.1K shares-29.40%2026-03-312026-05-08

MSD MORGAN STANLEY EMKT DBT FD INC COM58.1K shares0.00%2026-03-312026-05-08

Sponsored

JBL JABIL CIRCUIT INC1.5K shares-13.10%2026-03-312026-05-08

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF11.8K shares61.04%2026-03-312026-05-08

OAKTREE SPECIALTY LENDING COM OAKTREE SPECIALTY LENDING COM35.8K shares130.47%2026-03-312026-05-08

IVLU ISHARES MSCI INTL VALUE FACTOR ETF10.2K shares-3.85%2026-03-312026-05-08

SCHB SCHWAB U.S. BROAD MARKET ETF16.1K shares0.04%2026-03-312026-05-08

NVT NVENT ELEC PLC SHS3.4K shares22.69%2026-03-312026-05-08

RF REGIONS FINANCIAL CORP NEW15.2K shares-25.85%2026-03-312026-05-08

XLV HEALTH CARE SELECT SECTOR SPDR2.7K shares8.07%2026-03-312026-05-08

Sponsored

WU WESTERN UNION COMPANY45.0K shares2.29%2026-03-312026-05-08

BIV VANGUARD INTERMEDIATE-TERM BOND5.0K sharesnew addition2026-03-312026-05-08

EMN EASTMAN CHEMICAL CO5.0K shares-6.21%2026-03-312026-05-08

ADM ARCHER DANIELS MIDLAND CO COM5.2K shares-22.17%2026-03-312026-05-08

PGR PROGRESSIVE CORP COM1.9K shares-53.84%2026-03-312026-05-08

SPOT SPOTIFY TECHNOLOGY S A SHS781 shares-8.12%2026-03-312026-05-08

DOW DOW HLDGS INC COM9.1K shares-5.94%2026-03-312026-05-08

SPHQ INVESCO S&P 500 QUALITY ETF5.0K shares2.76%2026-03-312026-05-08

Sponsored

SPDW SPDR S&P WORLD EX-US17.5K shares27.03%2026-03-312026-05-08

MRNA MODERNA INC COM7.3K shares-6.81%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC COM1.6K shares-46.39%2026-03-312026-05-08

VTWO VANGUARD RUSSELL 2000 ETF3.7K shares-6.30%2026-03-312026-05-08

DLTR DOLLAR TREE STORES INC3.4K shares-1.03%2026-03-312026-05-08

VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF2.0K shares9.26%2026-03-312026-05-08

SLYV SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF3.9K shares-1.48%2026-03-312026-05-08

BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.4916.9K shares-24.06%2026-03-312026-05-08

Sponsored

RSG REPUBLIC SERVICES INC1.7K shares-45.38%2026-03-312026-05-08

ESGE ISHARES ESG AWARE MSCI EM ETF8.0K shares67.64%2026-03-312026-05-08

RIVN RIVIAN AUTOMOTIVE INC COM CL A24.2K shares1.04%2026-03-312026-05-08

ZS ZSCALER INC COM2.6K shares26.78%2026-03-312026-05-08

CIEN CIENA CORP COM NEW935 sharesnew addition2026-03-312026-05-08

RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF24.2K shares0.00%2026-03-312026-05-08

MCO MOODYS CORP825 shares-58.52%2026-03-312026-05-08

ADSK AUTODESK INC1.5K shares-26.05%2026-03-312026-05-08

Sponsored

UBS UBS AG NEW F9.1K shares-45.66%2026-03-312026-05-08

RLAY RELAY THERAPEUTICS INC COM35.7K sharesnew addition2026-03-312026-05-08

SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209817.9K shares-28.28%2026-03-312026-05-08

GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares-15.36%2026-03-312026-05-08

WMB WILLIAMS COS INC COM4.8K shares-18.70%2026-03-312026-05-08

SUB ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD3.3K shares10.85%2026-03-312026-05-08

CBRE CBRE GROUP INC CL A2.6K shares-2.07%2026-03-312026-05-08

ESGV VANGUARD ESG U.S. STOCK ETF3.1K shares-32.93%2026-03-312026-05-08

Sponsored

XBI STATE STREET SPDR S&P BIOTECH ETF2.7K shares0.00%2026-03-312026-05-08

PALL ABRDN PHYSICAL PALLADIUM SHARES ETF2.5K shares0.00%2026-03-312026-05-08

OEF ISHARES TR S&P 100 INDEX FUND1.1K shares-21.67%2026-03-312026-05-08

BKR BAKER HUGHES INC5.6K shares-46.40%2026-03-312026-05-08

SPY

SPDR S&P 500 ETF

-0.97%

Shares922.5K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES S&P SMALLCAP 600 ETF

-4.16%

Shares2.1M

Event2026-03-31

Filed2026-05-08

IJH

ISHARES CORE S&P MID CAP ETF

-3.98%

Shares3.2M

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES CORE MSCI EMERGING MKTS

0.91%

Shares3.0M

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS SHARE BENEFICIAL INT

45.72%

Shares1.2M

Event2026-03-31

Filed2026-05-08

IVV

ISHARES S&P 500 INDEX

1.40%

Shares320.2K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-10.54%

Shares526.1K

Event2026-03-31

Filed2026-05-08

JCPB

JPMORGAN CORE PLUS BOND ETF

10.57%

Shares2.9M

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO COM

-3.51%

Shares131.6K

Event2026-03-31

Filed2026-05-08

INVESCO S&P 500 EQUAL WEIGHT ETF

-1.39%

Shares591.7K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

6.66%

Shares2.0M

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORP

-19.85%

Shares481.6K

Event2026-03-31

Filed2026-05-08

FBND

FIDELITY TOTAL BOND ETF

10.07%

Shares1.9M

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES CORE MSCI EAFE

3.49%

Shares1.1M

Event2026-03-31

Filed2026-05-08

VANGUARD S&P 500 ETF

8.23%

Shares115.4K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SHORT TERM CORP BOND FD ETF

4.76%

Shares924.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT

-14.38%

Shares176.1K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES MSCI EAFE ETF

-8.16%

Shares609.4K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL CL B NEW

-4.45%

Shares112.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON.COM INC

-12.50%

Shares254.0K

Event2026-03-31

Filed2026-05-08

GOOGLE INC

-20.76%

Shares182.2K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO COM

-8.55%

Shares131.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

0.83%

Shares559.7K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-1.06%

Shares644.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC CAP STK CL C

-6.94%

Shares115.3K

Event2026-03-31

Filed2026-05-08

PULS

PGIM ULTRA SHORT BOND ETF

16.12%

Shares616.9K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES RUSSELL 2000 ETF

1.07%

Shares103.0K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC CL A

-15.69%

Shares44.3K

Event2026-03-31

Filed2026-05-08

POWERSHARES QQQ TR

-18.04%

Shares42.8K

Event2026-03-31

Filed2026-05-08

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

17.80%

Shares246.8K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA MOTORS INC

-7.58%

Shares53.8K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP COM

-13.42%

Shares101.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC COM

-25.02%

Shares51.0K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC COM

-9.39%

Shares22.1K

Event2026-03-31

Filed2026-05-08

VISA INC

-17.27%

Shares51.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON COM

-14.08%

Shares62.3K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC COM

-23.63%

Shares111.1K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD TOTAL STOCK MARKET ETF

9.00%

Shares41.6K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-5.26%

Shares31.2K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO COM

-1.85%

Shares83.8K

Event2026-03-31

Filed2026-05-08

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

-0.51%

Shares248.8K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

3.30%

Shares34.5K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORPORATION

-14.88%

Shares77.1K

Event2026-03-31

Filed2026-05-08

MBIN

MERCHANTS BANCORP IND COM

-3.69%

Shares235.1K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES RUSSELL 1000 VALUE ETF

1.32%

Shares47.1K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC COM

-14.52%

Shares45.5K

Event2026-03-31

Filed2026-05-08

MASTERCARD INC

-16.27%

Shares19.5K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION COM

-14.24%

Shares48.8K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

-7.14%

Shares13

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB US LARGE CAP GROWTH ETF

1.32%

Shares332.7K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORP

-16.52%

Shares9.3K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION COM

-9.55%

Shares44.3K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD GROWTH ETF

-0.70%

Shares20.3K

Event2026-03-31

Filed2026-05-08

BAC

BANK OF AMER CORP COM

-18.38%

Shares178.8K

Event2026-03-31

Filed2026-05-08

VANGUARD LARGE CAP

3.95%

Shares28.6K

Event2026-03-31

Filed2026-05-08

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

34.29%

Shares163.7K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

-10.73%

Shares13.3K

Event2026-03-31

Filed2026-05-08

VANGUARD MID CAP

4.13%

Shares32.6K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD TOTAL BOND MARKET ETF

8.47%

Shares146.9K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD VALUE ETF

6.98%

Shares48.0K

Event2026-03-31

Filed2026-05-08

XLK

TECHNOLOGY SELECT SECTOR SPDR

3.42%

Shares53.4K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC COM

-16.31%

Shares45.1K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES AGGREGATE BOND ETF

10.70%

Shares67.3K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP COM

-21.22%

Shares21.4K

Event2026-03-31

Filed2026-05-08

XPEV

XPENG INC ADS

New

Shares386.2K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

-10.86%

Shares18.7K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC CL A

-8.44%

Shares45.0K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

-8.59%

Shares7.8K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES MSCI EMERGING MARKETS ETF

0.03%

Shares115.7K

Event2026-03-31

Filed2026-05-08

VANGUARD TOTAL WORLD STOCK ETF

1.08%

Shares47.4K

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

-3.35%

Shares83.3K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX COM INC

-19.29%

Shares67.2K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-21.03%

Shares53.2K

Event2026-03-31

Filed2026-05-08

CITIGROUP INC

-13.49%

Shares54.9K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO COM

-14.18%

Shares61.5K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES AMT-FREE MUNI BOND ETF

-1.60%

Shares54.9K

Event2026-03-31

Filed2026-05-08

BOEING CO COM

-4.95%

Shares28.0K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

-17.16%

Shares70.6K

Event2026-03-31

Filed2026-05-08

COCA COLA CO COM

-28.64%

Shares71.8K

Event2026-03-31

Filed2026-05-08

HOME DEPOT

-37.01%

Shares16.5K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-25.67%

Shares31.4K

Event2026-03-31

Filed2026-05-08

CMI

CUMMINS INC COM

-13.56%

Shares9.6K

Event2026-03-31

Filed2026-05-08

AT&T INC COM

3.78%

Shares176.8K

Event2026-03-31

Filed2026-05-08

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.09%

Shares197.9K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD SMALL CAP VALUE ETF

0.46%

Shares29.4K

Event2026-03-31

Filed2026-05-08

AXP

AMERICAN EXPRESS CO COM

-13.16%

Shares16.0K

Event2026-03-31

Filed2026-05-08

DEERE & CO COM

-8.03%

Shares8.5K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

2.73%

Shares60.9K

Event2026-03-31

Filed2026-05-08

GEV

GE VERNOVA INC COM

-27.05%

Shares5.2K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS

-15.42%

Shares89.9K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TRUST ETF

30.89%

Shares50.7K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC COM

-10.78%

Shares159.0K

Event2026-03-31

Filed2026-05-08

FDX

FEDEX CORP

-7.63%

Shares12.3K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP

-26.26%

Shares16.2K

Event2026-03-31

Filed2026-05-08

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

-3.39%

Shares12.0K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE COM NEW

-29.48%

Shares14.8K

Event2026-03-31

Filed2026-05-08

VANGUARD SMALL CAP ETF

-5.27%

Shares15.9K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC COM

-9.31%

Shares25.9K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES S&P 500 GROWTH ETF

0.92%

Shares36.4K

Event2026-03-31

Filed2026-05-08

IBM

INTL BUSINESS MACHINES

-9.91%

Shares16.5K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP

8.23%

Shares204.6K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD SMALL-CAP GROWTH ETF

-0.18%

Shares13.0K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE COM

-33.92%

Shares20.5K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD TAX-EXEMPT BOND ETF

7.12%

Shares76.4K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC CL A

-11.10%

Shares9.8K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES S&P 500 VALUE ETF

-7.44%

Shares17.9K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES DJ SELECT DIVIDEND

0.25%

Shares24.2K

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO COM

-19.93%

Shares45.9K

Event2026-03-31

Filed2026-05-08

XLF

FINANCIAL SELECT SECTOR SPDR

-1.77%

Shares82.1K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

-20.32%

Shares16.0K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L P

0.36%

Shares94.7K

Event2026-03-31

Filed2026-05-08

HDV

ISHARES TR HIGH DIVID EQUITY FD

-1.39%

Shares24.8K

Event2026-03-31

Filed2026-05-08

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

4.89%

Shares34.2K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

5.16%

Shares86.6K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC SHS

-17.38%

Shares9.2K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD INFORMATION TECHNOLOGY

-1.05%

Shares4.7K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP COM

-18.33%

Shares74.1K

Event2026-03-31

Filed2026-05-08

CLOZ

ELDRIDGE BBB-B CLO ETF

0.00%

Shares123.8K

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV N Y REGISTRY SHS

-13.51%

Shares2.4K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD ETF

-26.56%

Shares7.2K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW COM

-20.76%

Shares18.7K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR US LRG CAP ETF

-32.85%

Shares113.7K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC COM

-20.16%

Shares8.2K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS COM

-16.50%

Shares21.3K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP COM

-24.88%

Shares11.5K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC COM

-24.12%

Shares13.4K

Event2026-03-31

Filed2026-05-08

SCHW

CHARLES SCHWAB CORP

-19.09%

Shares28.3K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

-10.55%

Shares29.7K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES COM

-24.74%

Shares25.7K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP COM

67.84%

Shares26.9K

Event2026-03-31

Filed2026-05-08

CSRE

COHEN & STEERS REAL ESTATE ACTIVE ETF

69.47%

Shares97.4K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW COM NEW

-2.60%

Shares19.5K

Event2026-03-31

Filed2026-05-08

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

14.90%

Shares42.4K

Event2026-03-31

Filed2026-05-08

TCBX

THIRD COAST BANCSHARES INC COM

New

Shares64.8K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS HENDERSON AAA CLO ETF

63.66%

Shares48.4K

Event2026-03-31

Filed2026-05-08

UPS

UNITED PARCEL SERVICE INC

-3.00%

Shares24.7K

Event2026-03-31

Filed2026-05-08

XLY

CONSUMER DISCRETIONARY SEL SECTOR SPDR FD

-0.15%

Shares22.2K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY

-31.69%

Shares7.0K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SHORT-TERM TREASURY ETF

-1.33%

Shares40.6K

Event2026-03-31

Filed2026-05-08

SMB

VANECK SHORT MUNI ETF

-12.95%

Shares136.7K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC COM

-33.83%

Shares25.4K

Event2026-03-31

Filed2026-05-08

EQIX

EQUINIX INC COM

-10.90%

Shares2.4K

Event2026-03-31

Filed2026-05-08

OAKM

OAKMARK U.S. LARGE CAP ETF

17.54%

Shares84.3K

Event2026-03-31

Filed2026-05-08

BLACKROCK INC

-28.32%

Shares2.4K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

-15.20%

Shares12.6K

Event2026-03-31

Filed2026-05-08

SHOP

SHOPIFY INC CL A SUB VTG SHS

6.99%

Shares19.2K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

-20.65%

Shares13.8K

Event2026-03-31

Filed2026-05-08

WASTE MANAGEMENT INC

-12.65%

Shares9.9K

Event2026-03-31

Filed2026-05-08

DHR

DANAHER CORP

-14.84%

Shares11.8K

Event2026-03-31

Filed2026-05-08

FEOE

FIRST EAGLE OVERSEAS EQUITY ETF

44.77%

Shares43.8K

Event2026-03-31

Filed2026-05-08

LAM RESEARCH CORP

-38.73%

Shares10.2K

Event2026-03-31

Filed2026-05-08

GENERAL DYNAMICS CORP COM

-22.34%

Shares6.3K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO COM CL A

-4.85%

Shares8.5K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER CORP

-20.77%

Shares6.4K

Event2026-03-31

Filed2026-05-08

XLE

ENERGY SELECT SECTOR SPDR

-2.22%

Shares34.5K

Event2026-03-31

Filed2026-05-08

SSO

PROSHARES ULTRA S&P 500

0.00%

Shares40.0K

Event2026-03-31

Filed2026-05-08

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

-4.64%

Shares74.5K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-15.36%

Shares67.2K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC COM

-24.06%

Shares31.2K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

-27.35%

Shares15.6K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR S&P 1500 INDEX FD

0.28%

Shares14.0K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO NASDAQ 100 ETF

29.85%

Shares8.3K

Event2026-03-31

Filed2026-05-08

SLV

ISHARES SILVER TRUST ETF

1.65%

Shares28.8K

Event2026-03-31

Filed2026-05-08

MDLZ

MONDELEZ INTL INC CL A

22.73%

Shares33.9K

Event2026-03-31

Filed2026-05-08

SAPIENT QUALITY SELECT ETF

New

Shares79.3K

Event2026-03-31

Filed2026-05-08

SCHE

SCHWAB EMERGING MARKET EQ ETF

0.50%

Shares57.4K

Event2026-03-31

Filed2026-05-08

SCHM

SCHWAB US MID-CAP ETF

0.70%

Shares60.9K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES RUSSELL MIDCAP GROWTH ETF

-0.01%

Shares14.2K

Event2026-03-31

Filed2026-05-08

NOC

NORTHROP GRUMMAN CORP COM

-30.46%

Shares2.7K

Event2026-03-31

Filed2026-05-08

NSC

NORFOLK SOUTHERN CRP

-15.58%

Shares6.3K

Event2026-03-31

Filed2026-05-08

SOUTHERN CO COM

-4.53%

Shares18.5K

Event2026-03-31

Filed2026-05-08

AFL

AFLAC INC COM

-2.92%

Shares16.3K

Event2026-03-31

Filed2026-05-08

TGT

TARGET CORP COM

-16.81%

Shares14.7K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC CLASS B

36.14%

Shares33.7K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC COM

-42.66%

Shares24.5K

Event2026-03-31

Filed2026-05-08

BMY

BRISTOL-MYERS SQUIBB CO COM

-7.34%

Shares29.0K

Event2026-03-31

Filed2026-05-08

VCRM

VANGUARD CORE TAX-EXEMPT BOND ETF

26.61%

Shares23.0K

Event2026-03-31

Filed2026-05-08

ACWI

ISHARES TR MSCI ACWIINDEX FD

2.03%

Shares12.5K

Event2026-03-31

Filed2026-05-08

MPC

MARATHON PETE CORP

-18.82%

Shares7.0K

Event2026-03-31

Filed2026-05-08

ITW

ILLINOIS TOOL WKS INC COM

-13.45%

Shares6.6K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP COM

-27.21%

Shares23.8K

Event2026-03-31

Filed2026-05-08

LOW

LOWES COS INC COM

-29.91%

Shares7.2K

Event2026-03-31

Filed2026-05-08

ASTRAZENECA PLC- SPONS ADR

-56.03%

Shares8.5K

Event2026-03-31

Filed2026-05-08

TALK

TALKSPACE INC COM

-27.23%

Shares323.7K

Event2026-03-31

Filed2026-05-08

SNOW

SNOWFLAKE INC COM SHS

-16.30%

Shares10.9K

Event2026-03-31

Filed2026-05-08

SPGI

S&P GLOBAL INC COM

-24.09%

Shares3.8K

Event2026-03-31

Filed2026-05-08

CSX

CSX CORP

0.27%

Shares39.2K

Event2026-03-31

Filed2026-05-08

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

143.32%

Shares54.6K

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP

-16.22%

Shares6.4K

Event2026-03-31

Filed2026-05-08

ISRG

INTUITIVE SURGICAL, INC.

-30.92%

Shares3.4K

Event2026-03-31

Filed2026-05-08

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

-91.50%

Shares36.9K

Event2026-03-31

Filed2026-05-08

VRTX

VERTEX PHARMACEUTICALS IN

-25.25%

Shares3.5K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

4.30%

Shares29.5K

Event2026-03-31

Filed2026-05-08

SHEL

ROYAL DUTCH SHELL PLC-ADR

-24.62%

Shares16.7K

Event2026-03-31

Filed2026-05-08

SCHA

SCHWAB ETFS- US SMALL-CAP ETF

6.11%

Shares67.1K

Event2026-03-31

Filed2026-05-08

VDE

VANGUARD ENERGY

-7.18%

Shares8.9K

Event2026-03-31

Filed2026-05-08

NOW

SERVICENOW INC COM

-3.85%

Shares14.7K

Event2026-03-31

Filed2026-05-08

ORLY

O REILLY AUTOMOTIVE INC

-17.81%

Shares16.5K

Event2026-03-31

Filed2026-05-08

BLACKSTONE GROUP LP

-11.97%

Shares13.3K

Event2026-03-31

Filed2026-05-08

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

0.33%

Shares13.3K

Event2026-03-31

Filed2026-05-08

EFG

ISHARES MSCI EAFE GROWTH INDEX ETF

0.67%

Shares13.6K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD DIVIDEND APPRECIATION ETF

2.03%

Shares6.9K

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES SEMICONDUCTOR ETF

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-08

GLW

CORNING INC COM

0.19%

Shares10.9K

Event2026-03-31

Filed2026-05-08

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

0.00%

Shares16.6K

Event2026-03-31

Filed2026-05-08

MEAR

ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF

-12.89%

Shares29.4K

Event2026-03-31

Filed2026-05-08

VTEI

VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF

8.95%

Shares14.7K

Event2026-03-31

Filed2026-05-08

HSY

HERSHEY CO COM

-43.40%

Shares7.0K

Event2026-03-31

Filed2026-05-08

PWR

QUANTA SERVICES INC

-25.51%

Shares2.6K

Event2026-03-31

Filed2026-05-08

XLI

INDUSTRIAL SELECT SECTOR SPDR

-1.97%

Shares8.8K

Event2026-03-31

Filed2026-05-08

MLM

MARTIN MARIETTA MATLS INC

165.05%

Shares2.4K

Event2026-03-31

Filed2026-05-08

ARES

ARES MANAGEMENT CORPORATION CL A COM STK

-2.02%

Shares12.9K

Event2026-03-31

Filed2026-05-08

THFF

TERRE HAUTE FIRST FINANCIAL

0.08%

Shares22.2K

Event2026-03-31

Filed2026-05-08

CELESTICA INC COM

1.42%

Shares4.9K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

-0.41%

Shares28.6K

Event2026-03-31

Filed2026-05-08

CALUMET SPCLTY PRDCTS PRTNRS

0.00%

Shares38.6K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES RUSSELL 2000 GROWTH INDEX

3.95%

Shares4.4K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB US LARGE CAP VALUE ETF

-0.12%

Shares44.9K

Event2026-03-31

Filed2026-05-08

RYDER SYS INC COM

0.53%

Shares6.6K

Event2026-03-31

Filed2026-05-08

YUM

YUM! BRANDS INC

-2.13%

Shares8.7K

Event2026-03-31

Filed2026-05-08

ADI

ANALOG DEVICES INC COM

-37.07%

Shares4.2K

Event2026-03-31

Filed2026-05-08

SPG

SIMON PROPERTY GROUP INC

-14.91%

Shares7.1K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC SHS

-30.37%

Shares15.3K

Event2026-03-31

Filed2026-05-08

VOX

VANGUARD COMMUNICATION SERVICES ETF

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC INC COM

-43.27%

Shares2.7K

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO COM

-28.66%

Shares9.9K

Event2026-03-31

Filed2026-05-08

CLOX

ELDRIDGE AAA CLO ETF

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-08

CEF

CENTRAL FUND OF CANADA LTD

-2.59%

Shares26.8K

Event2026-03-31

Filed2026-05-08

PNC

PNC FINL SVCS GROUP INC COM

-8.03%

Shares6.0K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO COM

18.12%

Shares14.7K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-1.21%

Shares17.7K

Event2026-03-31

Filed2026-05-08

ELV

ELEVANCE HEALTH INC FORMERLY A COM

10.19%

Shares4.3K

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC COM

34.66%

Shares7.2K

Event2026-03-31

Filed2026-05-08

LABORATORY CORP OF AMERICA

-1.90%

Shares4.7K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD HIGH DIVIDEND YIELD

16.37%

Shares8.3K

Event2026-03-31

Filed2026-05-08

OXY

OCCIDENTAL PETE CORP COM

29.77%

Shares18.9K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES RUSSELL 2000 VALUE

4.74%

Shares6.4K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG ADR

-26.24%

Shares8.0K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINANCIAL CORP

-34.02%

Shares6.7K

Event2026-03-31

Filed2026-05-08

GIS

GENERAL MILLS INC COM

2.79%

Shares32.8K

Event2026-03-31

Filed2026-05-08

LINDE PLC SHS

-42.53%

Shares2.4K

Event2026-03-31

Filed2026-05-08

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

3.24%

Shares17.7K

Event2026-03-31

Filed2026-05-08

TRV

TRAVELERS COMPANIES INC COM

-18.07%

Shares4.1K

Event2026-03-31

Filed2026-05-08

BP PLC SPONSORED ADR

-16.50%

Shares24.9K

Event2026-03-31

Filed2026-05-08

IWV

ISHARES TRUST RUSSELL 3000 INDEX FD

-78.68%

Shares3.1K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

1.03%

Shares16.4K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC

-26.57%

Shares3.5K

Event2026-03-31

Filed2026-05-08

XLP

CONSUMER STAPLES SELECT SECTOR SPDR

-0.99%

Shares13.9K

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP COM

3.32%

Shares17.6K

Event2026-03-31

Filed2026-05-08

SPYD

STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF

-1.40%

Shares24.7K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC COM SHS

-33.06%

Shares9.2K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC COM

-13.97%

Shares5.8K

Event2026-03-31

Filed2026-05-08

VHT

VANGUARD HEALTH CARE ETF

-0.83%

Shares4.1K

Event2026-03-31

Filed2026-05-08

IVOO

VANGUARD S&P MID-CAP 400 ETF

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-08

BLOOM ENERGY CORP COM CL A

4.81%

Shares8.2K

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING INC COM

-27.14%

Shares5.4K

Event2026-03-31

Filed2026-05-08

BWXT

BWX TECHNOLOGIES INC COM

1.54%

Shares5.3K

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT MCMORAN COPPER

-30.01%

Shares18.6K

Event2026-03-31

Filed2026-05-08

GPC

GENUINE PARTS CO COM

-1.62%

Shares10.3K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES INC

-41.13%

Shares7.8K

Event2026-03-31

Filed2026-05-08

STLD

STEEL DYNAMICS INC

-10.17%

Shares6.0K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP COM

-42.87%

Shares1.2K

Event2026-03-31

Filed2026-05-08

FORD MOTOR COMPANY

-20.74%

Shares91.5K

Event2026-03-31

Filed2026-05-08

TTWO

TAKE-TWO INTERACTIVE SOFTWARE COM

-6.51%

Shares5.3K

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP CL A

-30.24%

Shares8.1K

Event2026-03-31

Filed2026-05-08

HLAL

WAHED FTSE USA SHARIAH ETF

49.09%

Shares17.3K

Event2026-03-31

Filed2026-05-08

GKOS

GLAUKOS CORP COM

20.29%

Shares9.5K

Event2026-03-31

Filed2026-05-08

MMM

3M CO COM

-23.47%

Shares7.0K

Event2026-03-31

Filed2026-05-08

FDN

FIRST TR EXCHANGE TRADED FD DOW JONES INTERNET INDEX FD

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ COM

-40.54%

Shares3.1K

Event2026-03-31

Filed2026-05-08

ETR

ENTERGY CORP NEW COM

-37.38%

Shares8.9K

Event2026-03-31

Filed2026-05-08

REGN

REGENERON PHARMACEUTICALS INC

-19.65%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD FTSE ALL-WORLD EX-US

-8.02%

Shares13.3K

Event2026-03-31

Filed2026-05-08

FTNT

FORTINET INC COM

-25.60%

Shares12.2K

Event2026-03-31

Filed2026-05-08

ZBH

ZIMMER HLDGS INC

1.27%

Shares11.0K

Event2026-03-31

Filed2026-05-08

TROW

T ROWE PRICE GROUP INC

124.81%

Shares11.0K

Event2026-03-31

Filed2026-05-08

SRLN

STATE STREET BLACKSTONE SENIOR LOAN ETF

0.64%

Shares24.6K

Event2026-03-31

Filed2026-05-08

XYLD

GLOBAL X S&P 500 COVERED CALL ETF

25.00%

Shares25.0K

Event2026-03-31

Filed2026-05-08

BKNG

BOOKING HOLDINGS INC COM

-36.26%

Shares232

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD INDUSTRIALS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

NUE

NUCOR CORP COM

2.29%

Shares5.6K

Event2026-03-31

Filed2026-05-08

USB

US BANCORP COM NEW

-34.57%

Shares18.1K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-7.20%

Shares13.1K

Event2026-03-31

Filed2026-05-08

DELL

DELL TECHNOLOGIES INC CL C

-28.82%

Shares5.7K

Event2026-03-31

Filed2026-05-08

CME

CHICAGO MERCANTILE HLDGS INC

-23.81%

Shares3.1K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

0.13%

Shares3.8K

Event2026-03-31

Filed2026-05-08

CINF

CINCINNATI FINL CORP COM

-3.24%

Shares5.8K

Event2026-03-31

Filed2026-05-08

VPU

VANGUARD UTILITIES

2.70%

Shares4.6K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

-31.45%

Shares1.0K

Event2026-03-31

Filed2026-05-08

DIA

SPDR DOW JONES INDUSTRIAL ETF

-22.12%

Shares1.9K

Event2026-03-31

Filed2026-05-08

SMH

VANECK SEMICONDUCTOR ETF

14.26%

Shares2.3K

Event2026-03-31

Filed2026-05-08

EFV

ISHARES MSCI EAFE VALUE INDEX ETF

30.17%

Shares11.9K

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR CO INC COM

-49.21%

Shares6.6K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC

-13.93%

Shares25.5K

Event2026-03-31

Filed2026-05-08

TOTALENERGIES SE ACT

-18.21%

Shares9.3K

Event2026-03-31

Filed2026-05-08

GABC

GERMAN AMERICAN BANCORP

-40.63%

Shares20.2K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT INC

-30.41%

Shares1.9K

Event2026-03-31

Filed2026-05-08

UBIQUITI INC COM

0.67%

Shares1.1K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD FINANCIALS ETF

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-08

GBIL

ACCESS TREASURY 0-1 YEAR ETF

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-08

CLX

CLOROX CO DEL COM

44.61%

Shares7.7K

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC COM

-12.16%

Shares2.3K

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB INC COM

-28.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

BSX

BOSTON SCIENTIFIC CORP

-39.12%

Shares12.6K

Event2026-03-31

Filed2026-05-08

NISOURCE INC COM

-8.76%

Shares16.8K

Event2026-03-31

Filed2026-05-08

TFC

TRUIST FINL CORP COM

-9.85%

Shares17.1K

Event2026-03-31

Filed2026-05-08

CIGNA CORP

-23.37%

Shares2.9K

Event2026-03-31

Filed2026-05-08

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-5.86%

Shares4.0K

Event2026-03-31

Filed2026-05-08

RCL

ROYAL CARRIBBEAN CRUISES LTD

-32.30%

Shares2.8K

Event2026-03-31

Filed2026-05-08

PYPL

PAYPAL HLDGS INC COM

-3.44%

Shares16.8K

Event2026-03-31

Filed2026-05-08

CIBR

FIRST TRUST NASDAQ CYBERSECURITY ETF

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD INTERMEDIATE TERM CORP BOND FD ETF

29.76%

Shares9.1K

Event2026-03-31

Filed2026-05-08

DAL

DELTA AIR LINES INC DEL CMN

-16.30%

Shares11.3K

Event2026-03-31

Filed2026-05-08

ARGX

ARGENX SE SPONSORED ADR

-25.29%

Shares1.0K

Event2026-03-31

Filed2026-05-08

LULU

LULULEMON ATHLETICA INC

42.90%

Shares4.9K

Event2026-03-31

Filed2026-05-08

MCHP

MICROCHIP TECHNOLOGY INC

-13.06%

Shares11.4K

Event2026-03-31

Filed2026-05-08

CTAS

CINTAS CORP

-22.23%

Shares4.4K

Event2026-03-31

Filed2026-05-08

KLAC

KLA-TENCOR CORP

-61.91%

Shares502

Event2026-03-31

Filed2026-05-08

DOMINION RESOURCES INC

-31.80%

Shares11.9K

Event2026-03-31

Filed2026-05-08

URTH

ISHARES MSCI WORLD ETF

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

GENERAL MOTORS CORP

-32.91%

Shares9.8K

Event2026-03-31

Filed2026-05-08

OBDC

BLUE OWL CAPITAL CORPORATION COM

49.47%

Shares66.0K

Event2026-03-31

Filed2026-05-08

FITB

FIFTH THIRD BANCORP

25.32%

Shares15.7K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES DJ US TECHNOLOGY

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS AND CHEMICALS INC COM

-24.57%

Shares2.5K

Event2026-03-31

Filed2026-05-08

CMCSA

COMCAST CORP NEW CL A

-13.01%

Shares25.0K

Event2026-03-31

Filed2026-05-08

TE CONNECTIVITY LTD

-25.89%

Shares3.4K

Event2026-03-31

Filed2026-05-08

LNG

CHENIERE ENERGY INC COM NEW

47.17%

Shares2.5K

Event2026-03-31

Filed2026-05-08

EQT CORP COM

-6.04%

Shares11.1K

Event2026-03-31

Filed2026-05-08

BAC-PL

BK OF AMERICA CORP 7.25 CNV PFD

0.00%

Shares590

Event2026-03-31

Filed2026-05-08

TOYOTA MOTOR CORP ADS

-21.01%

Shares3.4K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD REIT INDEX ETF

-54.14%

Shares7.8K

Event2026-03-31

Filed2026-05-08

SLB

SLB LIMITED COM STK

-33.65%

Shares13.4K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

-9.54%

Shares4.4K

Event2026-03-31

Filed2026-05-08

TMUS

T-MOBILE US INC COM

-44.04%

Shares3.2K

Event2026-03-31

Filed2026-05-08

SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHAR

0.19%

Shares10.2K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

1.11%

Shares19.9K

Event2026-03-31

Filed2026-05-08

AIG

AMERICAN INTL GROUP INC COM NEW

-33.74%

Shares8.9K

Event2026-03-31

Filed2026-05-08

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

-0.80%

Shares4.6K

Event2026-03-31

Filed2026-05-08

ANF

ABERCROMBIE & FITCH CO CL A

-0.04%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IGV

ISHARES S&P NORTH AMER TECH-SOFTWARE

8.41%

Shares8.3K

Event2026-03-31

Filed2026-05-08

STZ

CONSTELLATION BRANDS INC CL A

-33.08%

Shares4.4K

Event2026-03-31

Filed2026-05-08

LPX

LOUISIANA PACIFIC

-0.56%

Shares9.1K

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP COM

-36.97%

Shares6.1K

Event2026-03-31

Filed2026-05-08

LEN

LENNAR CORP CL A

-22.13%

Shares7.5K

Event2026-03-31

Filed2026-05-08

MARVELL TECHNOLOGY GROUP LTD

-14.50%

Shares6.5K

Event2026-03-31

Filed2026-05-08

SEAGATE TECHNOLOGY

-45.76%

Shares1.7K

Event2026-03-31

Filed2026-05-08

NVO

NOVO-NORDISK A/S ADR ADR CMN

-16.34%

Shares17.6K

Event2026-03-31

Filed2026-05-08

COIN

COINBASE GLOBAL INC COM CL A

47.62%

Shares3.7K

Event2026-03-31

Filed2026-05-08

VOTE

TCW TRANSFORM 500 ETF

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-08

ROK

ROCKWELL AUTOMATION INC COM

-33.05%

Shares1.8K

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP COM

-56.99%

Shares2.3K

Event2026-03-31

Filed2026-05-08

FLEX

FLEXTRONICS INTL LTD F

2.97%

Shares9.7K

Event2026-03-31

Filed2026-05-08

ADBE

ADOBE SYS INC

-31.45%

Shares2.6K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC CLASS A

-18.93%

Shares3.2K

Event2026-03-31

Filed2026-05-08

FTAI AVIATION LTD SHS

1.22%

Shares2.6K

Event2026-03-31

Filed2026-05-08

ICE

INTERCONTINENTAL EXCH INTL

-45.27%

Shares4.0K

Event2026-03-31

Filed2026-05-08

FELG

FIDELITY ENHANCED LARGE CAP GROWTH ETF

-5.69%

Shares16.5K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES S&P SMALLCAP 600 GROWTH ETF

-2.34%

Shares4.3K

Event2026-03-31

Filed2026-05-08

AMT

AMERICAN TOWER CORP

-54.92%

Shares3.6K

Event2026-03-31

Filed2026-05-08

MDY

S & P MID CAP 400 DEP RCPTS MID CAP

-7.44%

Shares1.0K

Event2026-03-31

Filed2026-05-08

UST

PROSHARES ULTRA 7-10 YEAR TREASURY

-13.73%

Shares14.3K

Event2026-03-31

Filed2026-05-08

FAST

FASTENAL CO

-31.74%

Shares13.1K

Event2026-03-31

Filed2026-05-08

JCI

JOHNSON CTLS INC

-45.23%

Shares4.6K

Event2026-03-31

Filed2026-05-08

BANK NEW YORK MELLON CORP COM

-33.57%

Shares5.1K

Event2026-03-31

Filed2026-05-08

HBAN

HUNTINGTON BANCSHARES INC COM

-1.93%

Shares38.4K

Event2026-03-31

Filed2026-05-08

FELC

FIDELITY ENHANCED LARGE CAP CORE ETF

0.25%

Shares16.6K

Event2026-03-31

Filed2026-05-08

SHM

STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF

New

Shares12.5K

Event2026-03-31

Filed2026-05-08

DDOG

DATADOG INC CL A COM

-5.05%

Shares5.0K

Event2026-03-31

Filed2026-05-08

ALL

ALLSTATE CORP

-31.02%

Shares2.9K

Event2026-03-31

Filed2026-05-08

ZTS

ZOETIS INC COM CL A

16.41%

Shares5.0K

Event2026-03-31

Filed2026-05-08

AJG

GALLAGHER ARTHUR J &CO

94.68%

Shares2.7K

Event2026-03-31

Filed2026-05-08

VCR

VANGUARD CONSUMER DISCRETIONARY

-41.58%

Shares1.6K

Event2026-03-31

Filed2026-05-08

VOT

VANGUARD MID-CAP GROWTH ETF

-22.46%

Shares2.3K

Event2026-03-31

Filed2026-05-08

MET

METLIFE INC COM

-24.77%

Shares8.2K

Event2026-03-31

Filed2026-05-08

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

-5.91%

Shares4.6K

Event2026-03-31

Filed2026-05-08

MPWR

MONOLITHIC PWR SYS INC COM

-23.59%

Shares528

Event2026-03-31

Filed2026-05-08

KROGER CO COM

-17.67%

Shares8.0K

Event2026-03-31

Filed2026-05-08

CAH

CARDINAL HEALTH INC

-23.79%

Shares2.7K

Event2026-03-31

Filed2026-05-08

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

-0.73%

Shares23.0K

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO COM

-32.77%

Shares1.8K

Event2026-03-31

Filed2026-05-08

MELI

MERCADOLIBRE INC

-21.43%

Shares330

Event2026-03-31

Filed2026-05-08

WCN

WASTE CONNECTIONS INC

0.72%

Shares3.5K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW COM

-15.72%

Shares6.3K

Event2026-03-31

Filed2026-05-08

PAA

PLAINS ALL AMERICAN PIPELINE LP

-4.44%

Shares25.1K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SER TR S&P DIVID ETF

-15.78%

Shares3.8K

Event2026-03-31

Filed2026-05-08

CENCORA INC COM

-26.96%

Shares1.7K

Event2026-03-31

Filed2026-05-08

SOFI

SOFI TECHNOLOGIES INC COM

7.82%

Shares34.5K

Event2026-03-31

Filed2026-05-08

UNILEVER PLC SPON ADR NEW

-27.78%

Shares9.6K

Event2026-03-31

Filed2026-05-08

MUFG

MITSUBISHI UFJ FINL GROUP INC SPONSORED

-38.45%

Shares32.2K

Event2026-03-31

Filed2026-05-08

GLDM

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

11.46%

Shares5.8K

Event2026-03-31

Filed2026-05-08

CTVA

CORTEVA INC COM

-25.68%

Shares6.4K

Event2026-03-31

Filed2026-05-08

INTERNATIONAL PAPER CO COM

-5.48%

Shares15.0K

Event2026-03-31

Filed2026-05-08

ONB

OLD NATL BANCORP IND

-0.51%

Shares24.2K

Event2026-03-31

Filed2026-05-08

GSK PLC SPONSORED ADR

-35.59%

Shares9.6K

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC COM

-43.88%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FMBH

FIRST MID BANCSHARES INC COM

0.73%

Shares12.5K

Event2026-03-31

Filed2026-05-08

AMP

AMERIPRISE FINANCIAL INC.

-41.50%

Shares1.2K

Event2026-03-31

Filed2026-05-08

MSTR

STRATEGY INC CL A NEW

121.57%

Shares4.1K

Event2026-03-31

Filed2026-05-08

PDI

PIMCO DYNAMIC INCOME FD SHS

0.01%

Shares29.9K

Event2026-03-31

Filed2026-05-08

NRG

NRG ENERGY INC NEW

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

KHC

KRAFT HEINZ CO COM

17.44%

Shares22.7K

Event2026-03-31

Filed2026-05-08

BXSL

BLACKSTONE SECD LENDING FD COMMON STOCK

76.53%

Shares21.5K

Event2026-03-31

Filed2026-05-08

PRU

PRUDENTIAL FINL INC

-33.58%

Shares5.2K

Event2026-03-31

Filed2026-05-08

SNDK

SANDISK CORP COM

-29.89%

Shares800

Event2026-03-31

Filed2026-05-08

HSBC

HSBC HOLDINGS PLC SPONS ADR

-44.75%

Shares6.1K

Event2026-03-31

Filed2026-05-08

ILMN

ILLUMINA INC

-0.36%

Shares4.1K

Event2026-03-31

Filed2026-05-08

PLANET LABS PBC COM CL A

-8.71%

Shares18.0K

Event2026-03-31

Filed2026-05-08

INBK

FIRST INTERNET BANCORP

0.06%

Shares24.6K

Event2026-03-31

Filed2026-05-08

XLU

UTILITIES SELECT SECTOR SPDR

0.65%

Shares10.9K

Event2026-03-31

Filed2026-05-08

NTRA

NATERA INC COM

-7.58%

Shares2.5K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD SHORT TERM BOND

New

Shares6.3K

Event2026-03-31

Filed2026-05-08

DLR

DIGITAL REALTY TRUST INC

-41.81%

Shares2.7K

Event2026-03-31

Filed2026-05-08

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

2.30%

Shares4.5K

Event2026-03-31

Filed2026-05-08

VST

VISTRA CORP COM

-43.48%

Shares3.3K

Event2026-03-31

Filed2026-05-08

ROP

ROPER INDUSTRIES INC

-7.13%

Shares1.4K

Event2026-03-31

Filed2026-05-08

BHP

BHP BILLITON LIMITED SPONSORED ADS

-37.92%

Shares6.7K

Event2026-03-31

Filed2026-05-08

CONSOLIDATED EDISON INC COM

5.00%

Shares4.3K

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES CORE S&P US VALUE ETF

-13.71%

Shares4.7K

Event2026-03-31

Filed2026-05-08

PCAR

PACCAR INC COM

-37.06%

Shares4.2K

Event2026-03-31

Filed2026-05-08

SAN

BANCO SANTANDER CENT HISP

-31.98%

Shares42.9K

Event2026-03-31

Filed2026-05-08

ESS

ESSEX PPTY TR REIT

-2.11%

Shares2.0K

Event2026-03-31

Filed2026-05-08

AEM

AGNICO EAGLE MINES LTD COM

7.33%

Shares2.4K

Event2026-03-31

Filed2026-05-08

VSS

VANGUARD FTSE ALL WORLD EX-US ETF

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-08

BTI

BRITISH AMERICAN TOBACCO

-49.36%

Shares8.2K

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD EUROPEAN

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP COM UNIT REP LTD

5.36%

Shares8.3K

Event2026-03-31

Filed2026-05-08

MNST

MONSTER BEVERAGE CORP NEW COM

-20.35%

Shares6.5K

Event2026-03-31

Filed2026-05-08

NXG

NXG NEXTGEN INFRASTR INCM FD COM

-0.18%

Shares8.5K

Event2026-03-31

Filed2026-05-08

WPM

SILVER WHEATON CORP

-24.44%

Shares3.6K

Event2026-03-31

Filed2026-05-08

NMFC

NEW MOUNTAIN FIN CORP

0.00%

Shares59.9K

Event2026-03-31

Filed2026-05-08

STT

STATE STR CORP COM

-11.99%

Shares3.6K

Event2026-03-31

Filed2026-05-08

ATEC

ALPHATEC HLDGS INC COM NEW

0.24%

Shares41.4K

Event2026-03-31

Filed2026-05-08

BALL

BALL CORP COM

-12.73%

Shares7.6K

Event2026-03-31

Filed2026-05-08

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-08

FNDC

SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-08

WBD

DISCOVERY HLDG CO

22.69%

Shares16.2K

Event2026-03-31

Filed2026-05-08

CARR

CARRIER GLOBAL CORPORATION COM

-22.43%

Shares7.9K

Event2026-03-31

Filed2026-05-08

HYS

PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX FD

-10.01%

Shares4.7K

Event2026-03-31

Filed2026-05-08

EBAY

EBAY INC

-28.61%

Shares4.9K

Event2026-03-31

Filed2026-05-08

USD

PROSHARES ULTRA SEMICONDUCTORS

0.00%

Shares9.2K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC SHS

-45.75%

Shares1.1K

Event2026-03-31

Filed2026-05-08

WAB

WABTEC

1.28%

Shares1.7K

Event2026-03-31

Filed2026-05-08

AXON

AXON ENTERPRISE INC COM

-14.09%

Shares1.0K

Event2026-03-31

Filed2026-05-08

IYR

ISHARES US REAL ESTATE ETF

-13.58%

Shares4.6K

Event2026-03-31

Filed2026-05-08

SUPER MICRO COMPUTER INC COM NEW

5.66%

Shares18.6K

Event2026-03-31

Filed2026-05-08

HYMB

STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF

New

Shares17.1K

Event2026-03-31

Filed2026-05-08

MSBI

MIDLAND STATES BANCORP INC COM

0.07%

Shares19.0K

Event2026-03-31

Filed2026-05-08

CHAT

ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF

-43.01%

Shares6.8K

Event2026-03-31

Filed2026-05-08

SHYD

VANECK SHORT HIGH YIELD MUNI ETF

New

Shares18.6K

Event2026-03-31

Filed2026-05-08

WPC

WP CAREY INC COM

3.97%

Shares6.2K

Event2026-03-31

Filed2026-05-08

ACWX

ISHARES MSCI ACWI EX US

-23.79%

Shares6.1K

Event2026-03-31

Filed2026-05-08

DXCM

DEXCOM INC COM

-2.31%

Shares6.7K

Event2026-03-31

Filed2026-05-08

KKR & CO LP

-33.86%

Shares4.5K

Event2026-03-31

Filed2026-05-08

SONY

SONY GROUP CORP SPONSORED ADR

-29.40%

Shares20.1K

Event2026-03-31

Filed2026-05-08

MSD

MORGAN STANLEY EMKT DBT FD INC COM

0.00%

Shares58.1K

Event2026-03-31

Filed2026-05-08

JBL

JABIL CIRCUIT INC

-13.10%

Shares1.5K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

61.04%

Shares11.8K

Event2026-03-31

Filed2026-05-08

OAKTREE SPECIALTY LENDING COM

130.47%

Shares35.8K

Event2026-03-31

Filed2026-05-08

IVLU

ISHARES MSCI INTL VALUE FACTOR ETF

-3.85%

Shares10.2K

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB U.S. BROAD MARKET ETF

0.04%

Shares16.1K

Event2026-03-31

Filed2026-05-08

NVT

NVENT ELEC PLC SHS

22.69%

Shares3.4K

Event2026-03-31

Filed2026-05-08

REGIONS FINANCIAL CORP NEW

-25.85%

Shares15.2K

Event2026-03-31

Filed2026-05-08

XLV

HEALTH CARE SELECT SECTOR SPDR

8.07%

Shares2.7K

Event2026-03-31

Filed2026-05-08

WESTERN UNION COMPANY

2.29%

Shares45.0K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD INTERMEDIATE-TERM BOND

New

Shares5.0K

Event2026-03-31

Filed2026-05-08

EMN

EASTMAN CHEMICAL CO

-6.21%

Shares5.0K

Event2026-03-31

Filed2026-05-08

ADM

ARCHER DANIELS MIDLAND CO COM

-22.17%

Shares5.2K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP COM

-53.84%

Shares1.9K

Event2026-03-31

Filed2026-05-08

SPOT

SPOTIFY TECHNOLOGY S A SHS

-8.12%

Shares781

Event2026-03-31

Filed2026-05-08

DOW

DOW HLDGS INC COM

-5.94%

Shares9.1K

Event2026-03-31

Filed2026-05-08

SPHQ

INVESCO S&P 500 QUALITY ETF

2.76%

Shares5.0K

Event2026-03-31

Filed2026-05-08

SPDW

SPDR S&P WORLD EX-US

27.03%

Shares17.5K

Event2026-03-31

Filed2026-05-08

MRNA

MODERNA INC COM

-6.81%

Shares7.3K

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC COM

-46.39%

Shares1.6K

Event2026-03-31

Filed2026-05-08

VTWO

VANGUARD RUSSELL 2000 ETF

-6.30%

Shares3.7K

Event2026-03-31

Filed2026-05-08

DLTR

DOLLAR TREE STORES INC

-1.03%

Shares3.4K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF

9.26%

Shares2.0K

Event2026-03-31

Filed2026-05-08

SLYV

SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF

-1.48%

Shares3.9K

Event2026-03-31

Filed2026-05-08

BBVA

BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49

-24.06%

Shares16.9K

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SERVICES INC

-45.38%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ESGE

ISHARES ESG AWARE MSCI EM ETF

67.64%

Shares8.0K

Event2026-03-31

Filed2026-05-08

RIVN

RIVIAN AUTOMOTIVE INC COM CL A

1.04%

Shares24.2K

Event2026-03-31

Filed2026-05-08

ZSCALER INC COM

26.78%

Shares2.6K

Event2026-03-31

Filed2026-05-08

CIEN

CIENA CORP COM NEW

New

Shares935

Event2026-03-31

Filed2026-05-08

RYLD

GLOBAL X RUSSELL 2000 COVERED CALL ETF

0.00%

Shares24.2K

Event2026-03-31

Filed2026-05-08

MCO

MOODYS CORP

-58.52%

Shares825

Event2026-03-31

Filed2026-05-08

ADSK

AUTODESK INC

-26.05%

Shares1.5K

Event2026-03-31

Filed2026-05-08

UBS

UBS AG NEW F

-45.66%

Shares9.1K

Event2026-03-31

Filed2026-05-08

RLAY

RELAY THERAPEUTICS INC COM

New

Shares35.7K

Event2026-03-31

Filed2026-05-08

SMFG

SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098

-28.28%

Shares17.9K

Event2026-03-31

Filed2026-05-08

GBTC

GRAYSCALE BITCOIN TRUST ETF

-15.36%

Shares6.7K

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC COM

-18.70%

Shares4.8K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD

10.85%

Shares3.3K

Event2026-03-31

Filed2026-05-08

CBRE

CBRE GROUP INC CL A

-2.07%

Shares2.6K

Event2026-03-31

Filed2026-05-08

ESGV

VANGUARD ESG U.S. STOCK ETF

-32.93%

Shares3.1K

Event2026-03-31

Filed2026-05-08

XBI

STATE STREET SPDR S&P BIOTECH ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

PALL

ABRDN PHYSICAL PALLADIUM SHARES ETF

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

OEF

ISHARES TR S&P 100 INDEX FUND

-21.67%

Shares1.1K

Event2026-03-31

Filed2026-05-08

BKR

BAKER HUGHES INC

-46.40%

Shares5.6K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

GLD Call CallSPDR GOLD ETF1.7K shares325.00%2026-03-312026-05-08

AMD Call CallADVANCED MICRO DEVICES INC COM2.4K shares20.00%2026-03-312026-05-08

SLV Call CallISHARES SILVER TRUST ETF3.5K shares6.06%2026-03-312026-05-08

BROADCOM INC COM Call CallBROADCOM INC COM700 sharesnew addition2026-03-312026-05-08

BE Call CallBLOOM ENERGY CORP COM CL A1.5K sharesnew addition2026-03-312026-05-08

TSM Call CallTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD600 sharesnew addition2026-03-312026-05-08

MSFT Call CallMICROSOFT700 shares133.33%2026-03-312026-05-08

ETHA Call CallISHARES ETHEREUM TRUST ETF10.0K sharesnew addition2026-03-312026-05-08

SPY Call CallSPDR S&P 500 ETF300 sharesnew addition2026-03-312026-05-08

GOOGLE INC Call CallGOOGLE INC400 shares300.00%2026-03-312026-05-08

WMT Call CallWALMART INC COM800 sharesnew addition2026-03-312026-05-08

MU Call CallMICRON TECHNOLOGY200 shares-85.71%2026-03-312026-05-08

MSTR Call CallSTRATEGY INC CL A NEW1.6K shares60.00%2026-03-312026-05-08

COIN Call CallCOINBASE GLOBAL INC COM CL A300 shares200.00%2026-03-312026-05-08

AMZN Call CallAMAZON.COM INC600 shares20.00%2026-03-312026-05-08

BSX Call CallBOSTON SCIENTIFIC CORP700 sharesnew addition2026-03-312026-05-08

ROCKET LAB CORP COM Call CallROCKET LAB CORP COM500 shares0.00%2026-03-312026-05-08

IBIT Call CallISHARES BITCOIN TRUST ETF700 shares75.00%2026-03-312026-05-08

MPC Call CallMARATHON PETE CORP100 sharesnew addition2026-03-312026-05-08

NVDA Call CallNVIDIA CORP200 shares100.00%2026-03-312026-05-08

ISHARES GOLD TRUST ETF Call CallISHARES GOLD TRUST ETF200 shares0.00%2026-03-312026-05-08

PLUG Call CallPLUG PWR INC7.8K shares0.00%2026-03-312026-05-08

OMEX Call CallODYSSEY MARINE EXPL INC COM NEW20.0K sharesnew addition2026-03-312026-05-08

NFLX Call CallNETFLIX COM INC100 sharesnew addition2026-03-312026-05-08

NVO Call CallNOVO-NORDISK A/S ADR ADR CMN200 sharesnew addition2026-03-312026-05-08

DIS Call CallDISNEY WALT CO COM400 sharesnew addition2026-03-312026-05-08

VRT Call CallVERTIV HOLDINGS CO COM CL A200 sharesnew addition2026-03-312026-05-08

AAPL Call CallAPPLE INC1.5K shares650.00%2026-03-312026-05-08

META Call CallMETA PLATFORMS INC CL A100 sharesnew addition2026-03-312026-05-08

GLD Call

SPDR GOLD ETF

325.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

AMD Call

ADVANCED MICRO DEVICES INC COM

20.00%

Shares2.4K

Event2026-03-31

Filed2026-05-08

SLV Call

ISHARES SILVER TRUST ETF

6.06%

Shares3.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC COM Call

BROADCOM INC COM

New

Shares700

Event2026-03-31

Filed2026-05-08

BE Call

BLOOM ENERGY CORP COM CL A

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

TSM Call

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

New

Shares600

Event2026-03-31

Filed2026-05-08

MSFT Call

MICROSOFT

133.33%

Shares700

Event2026-03-31

Filed2026-05-08

ETHA Call

ISHARES ETHEREUM TRUST ETF

New

Shares10.0K

Event2026-03-31

Filed2026-05-08

SPY Call

SPDR S&P 500 ETF

New

Shares300

Event2026-03-31

Filed2026-05-08

GOOGLE INC Call

GOOGLE INC

300.00%

Shares400

Event2026-03-31

Filed2026-05-08

WMT Call

WALMART INC COM

New

Shares800

Event2026-03-31

Filed2026-05-08

MU Call

MICRON TECHNOLOGY

-85.71%

Shares200

Event2026-03-31

Filed2026-05-08

MSTR Call

STRATEGY INC CL A NEW

60.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

COIN Call

COINBASE GLOBAL INC COM CL A

200.00%

Shares300

Event2026-03-31

Filed2026-05-08

AMZN Call

AMAZON.COM INC

20.00%

Shares600

Event2026-03-31

Filed2026-05-08

BSX Call

BOSTON SCIENTIFIC CORP

New

Shares700

Event2026-03-31

Filed2026-05-08

ROCKET LAB CORP COM Call

ROCKET LAB CORP COM

0.00%

Shares500

Event2026-03-31

Filed2026-05-08

IBIT Call

ISHARES BITCOIN TRUST ETF

75.00%

Shares700

Event2026-03-31

Filed2026-05-08

MPC Call

MARATHON PETE CORP

New

Shares100

Event2026-03-31

Filed2026-05-08

NVDA Call

NVIDIA CORP

100.00%

Shares200

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TRUST ETF Call

ISHARES GOLD TRUST ETF

0.00%

Shares200

Event2026-03-31

Filed2026-05-08

PLUG Call

PLUG PWR INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-08

OMEX Call

ODYSSEY MARINE EXPL INC COM NEW

New

Shares20.0K

Event2026-03-31

Filed2026-05-08

NFLX Call

NETFLIX COM INC

New

Shares100

Event2026-03-31

Filed2026-05-08

NVO Call

NOVO-NORDISK A/S ADR ADR CMN

New

Shares200

Event2026-03-31

Filed2026-05-08

DIS Call

DISNEY WALT CO COM

New

Shares400

Event2026-03-31

Filed2026-05-08

VRT Call

VERTIV HOLDINGS CO COM CL A

New

Shares200

Event2026-03-31

Filed2026-05-08

AAPL Call

APPLE INC

650.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

META Call

META PLATFORMS INC CL A

New

Shares100

Event2026-03-31

Filed2026-05-08

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF1.7K shares-54.05%2026-03-312026-05-08

APH Put PutAMPHENOL CORP CL A1.6K sharesnew addition2026-03-312026-05-08

TTD Put PutTHE TRADE DESK INC COM CL A3.5K shares105.88%2026-03-312026-05-08

BROADCOM INC COM Put PutBROADCOM INC COM700 sharesnew addition2026-03-312026-05-08

SPY Put

SPDR S&P 500 ETF

-54.05%

Shares1.7K

Event2026-03-31

Filed2026-05-08

APH Put

AMPHENOL CORP CL A

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

TTD Put

THE TRADE DESK INC COM CL A

105.88%

Shares3.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC COM Put

BROADCOM INC COM

New

Shares700

Event2026-03-31

Filed2026-05-08