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The Analysis of Vermillion Wealth Management, Inc.'s Holdings & P&L

Currently, Vermillion Wealth Management, Inc. holds 1562 types of securities in its portfolio with a total value $251.2M. In the most recent quarter, they have increased their positions in DFGX (+64.7K shares, valued at $3.4M), DFUS (+22.5K shares, valued at $1.6M), DFAI (+36.5K shares, valued at $1.4M); decreased their positions in BND (-18.3K shares, valued at $1.3M), DFCF (-27.9K shares, valued at $1.2M), DFAS (-5.0K shares, valued at $355.1K); initiated new positions in IJT (+360 shares, valued at $52.1K), CAH (+213 shares, valued at $45.0K), DYNF (+704 shares, valued at $41.0K).

1M P&L

+7.7M+3.08%

3M P&L

-65.1M-20.20%

HY P&L

-52.9M-17.06%

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/A204.1M

86.1%

2Drug Manufacturers - General4.0M

1.7%

3Semiconductors3.1M

1.3%

Top Industries by Stock Count

1N/A231 stocks

15.9%

2Banks - Regional64 stocks

4.4%

3Software - Application40 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST643.1K shares3.62%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS314.1K shares-5.51%2026-03-312026-04-17

DFCF DIMENSIONAL ETF TRUST493.5K shares-5.36%2026-03-312026-04-17

DFGX DIMENSIONAL ETF TRUST311.7K shares26.18%2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST341.4K shares11.99%2026-03-312026-04-17

VGT VANGUARD WORLD FD14.0K shares1.33%2026-03-312026-04-17

DFAS DIMENSIONAL ETF TRUST121.6K shares-3.94%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.7K shares-3.69%2026-03-312026-04-17

Sponsored

DFAE DIMENSIONAL ETF TRUST183.2K shares8.70%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS26.4K shares1.26%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR152.6K shares8.99%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares-2.32%2026-03-312026-04-17

DFNM DIMENSIONAL ETF TRUST69.1K shares4.24%2026-03-312026-04-17

LLY ELI LILLY & CO3.4K shares6.62%2026-03-312026-04-17

VTWG VANGUARD SCOTTSDALE FDS12.7K shares16.26%2026-03-312026-04-17

AAPL APPLE INC10.8K shares7.29%2026-03-312026-04-17

Sponsored

SCHX SCHWAB STRATEGIC TR102.6K shares3.10%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS48.5K shares15.35%2026-03-312026-04-17

NVDA NVIDIA CORPORATION13.8K shares10.23%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS25.0K shares37.14%2026-03-312026-04-17

CAT CATERPILLAR INC2.9K shares-0.20%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS13.2K shares12.81%2026-03-312026-04-17

DFSB DIMENSIONAL ETF TRUST29.6K shares0.00%2026-03-312026-04-17

XME SPDR SERIES TRUST13.4K shares15.41%2026-03-312026-04-17

Sponsored

DFAC DIMENSIONAL ETF TRUST36.5K shares0.54%2026-03-312026-04-17

DFIS DIMENSIONAL ETF TRUST41.1K shares54.86%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR10.2K shares54.40%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR52.3K shares3.79%2026-03-312026-04-17

XEL XCEL ENERGY INC16.3K shares0.62%2026-03-312026-04-17

AMZN AMAZON COM INC6.2K shares15.70%2026-03-312026-04-17

DFAT DIMENSIONAL ETF TRUST20.5K shares28.77%2026-03-312026-04-17

SCHZ SCHWAB STRATEGIC TR54.5K shares-3.58%2026-03-312026-04-17

Sponsored

PICK ISHARES INC21.9K shares21.40%2026-03-312026-04-17

VTWO VANGUARD SCOTTSDALE FDS11.5K shares-0.49%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T1.7K shares-2.22%2026-03-312026-04-17

VTI VANGUARD INDEX FDS3.3K shares-10.13%2026-03-312026-04-17

WMT WALMART INC8.4K shares10.34%2026-03-312026-04-17

DFSU DIMENSIONAL ETF TRUST24.2K shares0.24%2026-03-312026-04-17

MSFT MICROSOFT CORP2.4K shares22.26%2026-03-312026-04-17

VXUS VANGUARD STAR FDS10.4K shares0.99%2026-03-312026-04-17

Sponsored

SCHG SCHWAB STRATEGIC TR26.4K shares0.33%2026-03-312026-04-17

TSLA TESLA INC2.0K shares10.74%2026-03-312026-04-17

WFC WELLS FARGO & CO8.5K shares0.45%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR23.5K shares10.24%2026-03-312026-04-17

XOM EXXON MOBIL CORP3.7K shares9.90%2026-03-312026-04-17

HRL HORMEL FOODS CORP26.3K shares1.38%2026-03-312026-04-17

DE DEERE & CO1.0K shares1.96%2026-03-312026-04-17

DFIC DIMENSIONAL ETF TRUST16.3K shares-3.41%2026-03-312026-04-17

Sponsored

SCHR SCHWAB STRATEGIC TR22.0K shares-15.37%2026-03-312026-04-17

CVX CHEVRON CORPORATION2.7K shares14.90%2026-03-312026-04-17

ALPHABET INC ALPHABET INC1.9K shares25.79%2026-03-312026-04-17

DFSI DIMENSIONAL ETF TRUST11.8K shares0.24%2026-03-312026-04-17

ECL ECOLAB INC1.8K shares1.14%2026-03-312026-04-17

GLDM WORLD GOLD TR4.9K shares0.00%2026-03-312026-04-17

META META PLATFORMS INC798 shares5.84%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION449 shares-16.70%2026-03-312026-04-17

Sponsored

FPE FIRST TR EXCH TRADED FD III25.0K shares-2.85%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS8.8K shares-42.22%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR8.2K shares13.62%2026-03-312026-04-17

ITA ISHARES TR1.8K shares-39.93%2026-03-312026-04-17

ORCL ORACLE CORP2.5K shares3.81%2026-03-312026-04-17

GLD SPDR GOLD TR850 shares4.42%2026-03-312026-04-17

BA BOEING CO1.8K shares3.86%2026-03-312026-04-17

EFA ISHARES TR3.6K shares0.00%2026-03-312026-04-17

Sponsored

EEM ISHARES TR6.1K shares-8.25%2026-03-312026-04-17

IJR ISHARES TR2.7K shares-1.52%2026-03-312026-04-17

VUG VANGUARD INDEX FDS765 shares3.10%2026-03-312026-04-17

COP CONOCOPHILLIPS2.5K shares1.26%2026-03-312026-04-17

FAST FASTENAL CO7.1K shares5.96%2026-03-312026-04-17

USB US BANCORP6.3K shares2.65%2026-03-312026-04-17

GEV GE VERNOVA INC373 shares26.44%2026-03-312026-04-17

IVV ISHARES TR493 shares2.28%2026-03-312026-04-17

Sponsored

DFSD DIMENSIONAL ETF TRUST6.6K shares8.64%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC1.0K shares2.15%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC3.5K shares2.11%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR521 shares0.39%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR9.1K shares-0.70%2026-03-312026-04-17

SO SOUTHERN CO3.1K shares1.81%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO997 shares23.39%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON1.2K shares15.81%2026-03-312026-04-17

Sponsored

LMT LOCKHEED MARTIN CORP476 shares3.03%2026-03-312026-04-17

V VISA INC946 shares14.11%2026-03-312026-04-17

SCHA SCHWAB STRATEGIC TR9.8K shares-0.84%2026-03-312026-04-17

SCHO SCHWAB STRATEGIC TR10.6K shares-5.69%2026-03-312026-04-17

FLRN SPDR SERIES TRUST8.3K shares-17.76%2026-03-312026-04-17

SGVT SCHWAB STRATEGIC TR2.5K shares0.00%2026-03-312026-04-17

VDE VANGUARD WORLD FD1.5K shares0.61%2026-03-312026-04-17

VO VANGUARD INDEX FDS846 shares0.12%2026-03-312026-04-17

Sponsored

VPU VANGUARD WORLD FD1.2K shares0.25%2026-03-312026-04-17

DFAX DIMENSIONAL ETF TRUST6.8K shares0.16%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC272 shares18.26%2026-03-312026-04-17

BOND PIMCO ETF TR2.5K shares-3.77%2026-03-312026-04-17

NMS NUVEEN MINN QUALITY MUN INM18.5K shares1.65%2026-03-312026-04-17

ALPHABET INC ALPHABET INC768 shares71.43%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC1.9K shares5.56%2026-03-312026-04-17

VIGI VANGUARD WHITEHALL FDS2.4K shares-10.09%2026-03-312026-04-17

Sponsored

PG PROCTER & GAMBLE CO1.4K shares9.98%2026-03-312026-04-17

WM WASTE MGMT INC DEL820 shares19.19%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L4.9K shares0.04%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC1.5K shares11.04%2026-03-312026-04-17

ABBV ABBVIE INC816 shares17.92%2026-03-312026-04-17

IGM ISHARES TR1.5K shares0.07%2026-03-312026-04-17

DFSE DIMENSIONAL ETF TRUST4.1K shares0.12%2026-03-312026-04-17

VFH VANGUARD WORLD FD1.4K shares-7.16%2026-03-312026-04-17

Sponsored

OKLO OKLO INC3.5K shares16.67%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC509 shares0.00%2026-03-312026-04-17

VB VANGUARD INDEX FDS648 shares0.31%2026-03-312026-04-17

CORP PIMCO ETF TR1.7K shares3.00%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC1.1K shares-3.31%2026-03-312026-04-17

FNDA SCHWAB STRATEGIC TR4.9K shares12.87%2026-03-312026-04-17

UNP UNION PAC CORP647 shares7.83%2026-03-312026-04-17

BROADCOM INC BROADCOM INC502 shares104.07%2026-03-312026-04-17

Sponsored

CAG CONAGRA BRANDS INC9.7K shares5.05%2026-03-312026-04-17

ABT ABBOTT LABORATORIES1.5K shares5.66%2026-03-312026-04-17

IWM ISHARES TR588 shares0.17%2026-03-312026-04-17

CF CF INDUSTRIES HOLD1.1K shares-1.18%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC687 shares19.27%2026-03-312026-04-17

IUSV ISHARES TR1.3K shares0.00%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE466 shares22.31%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II555 shares0.00%2026-03-312026-04-17

Sponsored

DFEM DIMENSIONAL ETF TRUST3.8K shares0.13%2026-03-312026-04-17

VOT VANGUARD INDEX FDS498 shares2.26%2026-03-312026-04-17

HD HOME DEPOT INC386 shares13.53%2026-03-312026-04-17

VHT VANGUARD WORLD FD464 shares0.22%2026-03-312026-04-17

DNP DNP SELECT INCOME FD INC12.2K shares0.04%2026-03-312026-04-17

SHE SPDR SERIES TRUST982 shares0.20%2026-03-312026-04-17

AMGN AMGEN INC351 shares9.69%2026-03-312026-04-17

QCOM QUALCOMM INC951 shares2.70%2026-03-312026-04-17

Sponsored

MO ALTRIA GROUP INC1.8K shares1.21%2026-03-312026-04-17

WY WEYERHAEUSER CO5.0K shares-2.49%2026-03-312026-04-17

WHR WHIRLPOOL CORP2.2K shares-15.76%2026-03-312026-04-17

T AT&T INC4.1K shares15.18%2026-03-312026-04-17

FNDC SCHWAB STRATEGIC TR2.5K shares13.43%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 40190 shares0.53%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC338 shares45.06%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF2.9K shares0.07%2026-03-312026-04-17

Sponsored

RTX RTX CORPORATION580 shares22.88%2026-03-312026-04-17

GILD GILEAD SCIENCES INC791 shares9.41%2026-03-312026-04-17

BHP BHP BILLITON LIMITED1.5K shares1.85%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC2.1K shares16.47%2026-03-312026-04-17

MMM 3M CO733 shares4.71%2026-03-312026-04-17

FNDE SCHWAB STRATEGIC TR2.8K shares-28.35%2026-03-312026-04-17

CNI CANADIAN NATL RY CO1.0K shares0.00%2026-03-312026-04-17

IJH ISHARES TR1.5K shares6.21%2026-03-312026-04-17

Sponsored

BSV VANGUARD BD INDEX FDS1.3K shares21.55%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T513 shares3.43%2026-03-312026-04-17

VBK VANGUARD INDEX FDS319 shares-12.84%2026-03-312026-04-17

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL244 shares7.49%2026-03-312026-04-17

KKR & CO INC KKR & CO INC1.0K shares1.19%2026-03-312026-04-17

NOBL PROSHARES TR886 shares0.45%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO307 shares14.13%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP313 shares4.33%2026-03-312026-04-17

Sponsored

IBB ISHARES TR531 shares0.00%2026-03-312026-04-17

PFF ISHARES TR2.9K shares0.63%2026-03-312026-04-17

VTC VANGUARD SCOTTSDALE FDS1.1K shares0.81%2026-03-312026-04-17

SLV ISHARES SILVER TR1.3K shares0.00%2026-03-312026-04-17

CSCO CISCO SYS INC1.0K shares34.14%2026-03-312026-04-17

VDC VANGUARD WORLD FD361 shares-26.63%2026-03-312026-04-17

NFLX NETFLIX INC.841 shares20.14%2026-03-312026-04-17

IQLT ISHARES TR1.7K shares0.00%2026-03-312026-04-17

Sponsored

LQD ISHARES TR705 shares0.57%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC194 shares10.23%2026-03-312026-04-17

GLW CORNING INC554 shares36.79%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS910 shares-7.43%2026-03-312026-04-17

LDP COHEN & STEERS LTD DURATION3.5K shares0.43%2026-03-312026-04-17

IREN IREN LIMITED2.0K shares19.06%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS844 shares-1.52%2026-03-312026-04-17

ED CONSOLIDATED EDISON INC615 shares4.77%2026-03-312026-04-17

Sponsored

IBM INTERNATIONAL BUSINESS MACHS286 shares26.55%2026-03-312026-04-17

SHEL SHELL PLC737 shares0.68%2026-03-312026-04-17

QUAL ISHARES TR357 shares-21.88%2026-03-312026-04-17

WMB WILLIAMS COS INC935 shares10.52%2026-03-312026-04-17

INTC INTEL CORP1.5K shares27.05%2026-03-312026-04-17

VST VISTRA CORP443 shares2.78%2026-03-312026-04-17

PFE PFIZER INC2.4K shares19.39%2026-03-312026-04-17

LINDE PLC LINDE PLC133 shares33.00%2026-03-312026-04-17

Sponsored

SPYM SPDR SERIES TRUST859 shares0.00%2026-03-312026-04-17

CGW INVESCO EXCH TRADED FD TR II1.0K shares0.00%2026-03-312026-04-17

TGT TARGET CORP541 shares6.29%2026-03-312026-04-17

IYT ISHARES TR869 shares0.35%2026-03-312026-04-17

SOUN SOUNDHOUND AI INC9.2K shares92.03%2026-03-312026-04-17

VOOV VANGUARD ADMIRAL FDS INC307 shares0.66%2026-03-312026-04-17

NBIS NEBIUS GROUP N.V.600 shares20.00%2026-03-312026-04-17

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC2.7K shares0.96%2026-03-312026-04-17

Sponsored

APLD APPLIED DIGITAL CORP2.6K shares29.44%2026-03-312026-04-17

HAL HALLIBURTON CO1.5K shares3.98%2026-03-312026-04-17

CENCORA INC CENCORA INC183 shares7.65%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR1.9K shares0.27%2026-03-312026-04-17

BIIB BIOGEN INC310 shares3.33%2026-03-312026-04-17

EBND SPDR SERIES TRUST2.7K shares0.88%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND122 shares0.83%2026-03-312026-04-17

HDV ISHARES TR414 shares0.73%2026-03-312026-04-17

Sponsored

NVS NOVARTIS AG365 shares0.00%2026-03-312026-04-17

MPC MARATHON PETE CORP224 shares33.33%2026-03-312026-04-17

VTES VANGUARD WELLINGTON FD540 shares0.56%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS572 shares0.70%2026-03-312026-04-17

KMI KINDER MORGAN INC DEL1.6K shares11.48%2026-03-312026-04-17

MCD MCDONALDS CORP171 shares30.53%2026-03-312026-04-17

RWR SPDR SERIES TRUST522 shares-17.14%2026-03-312026-04-17

IAGG ISHARES TR1.1K shares11.82%2026-03-312026-04-17

Sponsored

VCR VANGUARD WORLD FD145 shares-27.14%2026-03-312026-04-17

IJT ISHARES TR360 sharesnew addition2026-03-312026-04-17

ET ENERGY TRANSFER L P2.6K shares11.99%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC141 shares24.78%2026-03-312026-04-17

VBR VANGUARD INDEX FDS230 shares-3.36%2026-03-312026-04-17

BWXT BWX TECHNOLOGIES INC243 shares2.53%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR1.6K shares-19.68%2026-03-312026-04-17

KO COCA COLA CO651 shares56.12%2026-03-312026-04-17

Sponsored

PFFD GLOBAL X FDS2.7K shares1.56%2026-03-312026-04-17

MA MASTERCARD INCORPORATED96 shares152.63%2026-03-312026-04-17

SPYD SPDR SERIES TRUST1.1K shares-2.59%2026-03-312026-04-17

NUKZ EXCHANGE TRADED CONCEPTS TRU700 shares0.00%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO751 shares9.48%2026-03-312026-04-17

VOX VANGUARD WORLD FD253 shares-28.93%2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS412 shares-35.02%2026-03-312026-04-17

CAH CARDINAL HEALTH INC213 sharesnew addition2026-03-312026-04-17

Sponsored

PANW PALO ALTO NETWORKS INC274 shares-23.68%2026-03-312026-04-17

MCK MCKESSON CORP50 shares21.95%2026-03-312026-04-17

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC436 shares15.65%2026-03-312026-04-17

HWKN HAWKINS INC278 shares0.00%2026-03-312026-04-17

MDLZ MONDELEZ INTL INC723 shares11.23%2026-03-312026-04-17

IUSG ISHARES TR264 shares0.00%2026-03-312026-04-17

DYNF BLACKROCK ETF TRUST704 sharesnew addition2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F757 shares0.00%2026-03-312026-04-17

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP118 shares12.38%2026-03-312026-04-17

CASY CASEYS GEN STORES INC55 shares5.77%2026-03-312026-04-17

RVT ROYCE SMALL CAP TRUST INC2.4K shares-2.18%2026-03-312026-04-17

FCG FIRST TR EXCHANGE-TRADED FD1.2K shares0.40%2026-03-312026-04-17

PAVE GLOBAL X FDS776 shares0.78%2026-03-312026-04-17

SCHI SCHWAB STRATEGIC TR1.7K shares-9.52%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR771 shares1.85%2026-03-312026-04-17

ETV EATON VANCE TAX-MANAGED BUY-2.8K shares0.00%2026-03-312026-04-17

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW288 shares15.20%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR613 shares0.66%2026-03-312026-04-17

DVY ISHARES TR245 shares-2.00%2026-03-312026-04-17

OKE ONEOK INC NEW408 shares11.17%2026-03-312026-04-17

GIS GENERAL MILLS INC984 shares32.97%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F483 shares-42.43%2026-03-312026-04-17

CQP CHENIERE ENERGY PARTNERS L P555 shares0.54%2026-03-312026-04-17

KRE SPDR SERIES TRUST546 shares0.55%2026-03-312026-04-17

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CVS CVS HEALTH CORP494 shares23.50%2026-03-312026-04-17

WULF TERAWULF INC2.4K shares-6.86%2026-03-312026-04-17

DFLV DIMENSIONAL ETF TRUST974 shares58.37%2026-03-312026-04-17

ENB ENBRIDGE INC636 shares0.00%2026-03-312026-04-17

MLPX GLOBAL X FDS465 shares-3.13%2026-03-312026-04-17

CROWN CASTLE INC CROWN CASTLE INC420 shares0.48%2026-03-312026-04-17

PEP PEPSICO INC217 shares99.08%2026-03-312026-04-17

ALSN ALLISON TRANSMISSION HLDGS I287 shares1.41%2026-03-312026-04-17

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QBTS D-WAVE QUANTUM INC2.3K shares0.04%2026-03-312026-04-17

IXJ ISHARES TR348 shares0.00%2026-03-312026-04-17

BAC BANK AMERICA CORP658 shares199.09%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR1.3K shares0.56%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC68 shares58.14%2026-03-312026-04-17

OXY OCCIDENTAL PETE CORP471 shares519.74%2026-03-312026-04-17

FCX FREEPORT MCMORAN INC511 shares24.63%2026-03-312026-04-17

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GDV GABELLI DIVID & INCOME TR1.1K shares0.00%2026-03-312026-04-17

DIS DISNEY WALT CO310 shares37.78%2026-03-312026-04-17

CL COLGATE PALMOLIVE CO346 shares15.33%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC175 shares146.48%2026-03-312026-04-17

IGIB ISHARES TR544 shares-4.39%2026-03-312026-04-17

SCHW SCHWAB CHARLES CORP305 shares52.50%2026-03-312026-04-17

SLB SLB LIMITED555 shares38.75%2026-03-312026-04-17

BARRICK MNG CORP BARRICK MNG CORP685 shares0.00%2026-03-312026-04-17

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RVTY REVVITY INC312 shares1.63%2026-03-312026-04-17

DSTL ETF SER SOLUTIONS465 shares-10.06%2026-03-312026-04-17

OTTR OTTER TAIL CORP303 shares1.00%2026-03-312026-04-17

ETR ENTERGY CORP NEW236 shares14.56%2026-03-312026-04-17

SPYG SPDR SERIES TRUST270 shares0.00%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP122 sharesnew addition2026-03-312026-04-17

VRT VERTIV HOLDINGS CO101 shares44.29%2026-03-312026-04-17

PCEF INVESCO EXCH TRADED FD TR II1.3K shares0.00%2026-03-312026-04-17

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FHI FEDERATED HERMES INC439 shares0.92%2026-03-312026-04-17

ETY EATON VANCE TAX-MANAGED DIVE1.8K shares0.00%2026-03-312026-04-17

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VIOO VANGUARD ADMIRAL FDS INC211 shares0.00%2026-03-312026-04-17

UNILEVER PLC UNILEVER PLC420 shares0.00%2026-03-312026-04-17

DAL DELTA AIR LINES INC359 shares18.09%2026-03-312026-04-17

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AGG ISHARES TR239 shares0.42%2026-03-312026-04-17

TXN TEXAS INSTRS INC120 shares110.53%2026-03-312026-04-17

BBY BEST BUY INC361 shares0.84%2026-03-312026-04-17

SWARMER INC SWARMER INC500 sharesnew addition2026-03-312026-04-17

EXG EATON VANCE TAX-MANAGED GLOB2.6K shares0.00%2026-03-312026-04-17

ICOP ISHARES TR480 shares0.00%2026-03-312026-04-17

REGL PROSHARES TR261 shares0.00%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP33 shares43.48%2026-03-312026-04-17

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FXN FIRST TR EXCHANGE-TRADED FD977 shares0.41%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC81 shares9.46%2026-03-312026-04-17

CCJ CAMECO CORP200 shares0.00%2026-03-312026-04-17

LOW LOWES COS INC91 shares71.70%2026-03-312026-04-17

EOG EOG RES INC149 shares30.70%2026-03-312026-04-17

EMR EMERSON ELEC CO164 shares-2.38%2026-03-312026-04-17

CNP CENTERPOINT ENERGY INC497 shares10.20%2026-03-312026-04-17

QNITY ELECTRONICS INC QNITY ELECTRONICS INC185 shares-35.09%2026-03-312026-04-17

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PCAR PACCAR INC182 shares21.33%2026-03-312026-04-17

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AZO AUTOZONE INC6 shares0.00%2026-03-312026-04-17

AIQ GLOBAL X FDS427 shares-3.39%2026-03-312026-04-17

AMAT APPLIED MATLS INC58 shares346.15%2026-03-312026-04-17

TAN INVESCO EXCH TRADED FD TR II354 shares0.00%2026-03-312026-04-17

ERIC TELEFONAKTIEBOLAGET LM ERICS1.7K shares0.00%2026-03-312026-04-17

HII HUNTINGTON INGALLS INDS INC51 shares6.25%2026-03-312026-04-17

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SMMT SUMMIT THERAPEUTICS INC1.0K shares98.41%2026-03-312026-04-17

DFSV DIMENSIONAL ETF TRUST539 shares0.37%2026-03-312026-04-17

TBT PROSHARES TR535 shares0.00%2026-03-312026-04-17

CTVA CORTEVA INC218 shares32.93%2026-03-312026-04-17

SJM SMUCKER J M CO189 shares3.85%2026-03-312026-04-17

TOTALENERGIES SE TOTALENERGIES SE200 shares0.00%2026-03-312026-04-17

NEE NEXTERA ENERGY INC192 shares638.46%2026-03-312026-04-17

RIO RIO TINTO PLC190 shares12.43%2026-03-312026-04-17

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SMLV SPDR SERIES TRUST129 shares6.61%2026-03-312026-04-17

ELV ELEVANCE HEALTH INC FORMERLY59 shares15.69%2026-03-312026-04-17

ACWV ISHARES INC145 shares0.00%2026-03-312026-04-17

ADI ANALOG DEVICES INC54 shares237.50%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC131 shares29.70%2026-03-312026-04-17

MCR MFS CHARTER INCOME TR2.8K shares0.00%2026-03-312026-04-17

HON HONEYWELL INTL INC75 shares212.50%2026-03-312026-04-17

Sponsored

USFR WISDOMTREE TR335 shares-24.89%2026-03-312026-04-17

BKNG BOOKING HOLDINGS INC4 shares33.33%2026-03-312026-04-17

TGTX TG THERAPEUTICS INC500 shares-50.00%2026-03-312026-04-17

GAB GABELLI EQUITY TR INC2.9K shares2.61%2026-03-312026-04-17

EQNR EQUINOR ASA389 shares0.00%2026-03-312026-04-17

KYN KAYNE ANDERSON ENERGY INFRST1.1K shares0.00%2026-03-312026-04-17

DVN DEVON ENERGY CORP NEW320 shares15.52%2026-03-312026-04-17

COF CAPITAL ONE FINL CORP88 shares87.23%2026-03-312026-04-17

Sponsored

VXF VANGUARD INDEX FDS76 shares0.00%2026-03-312026-04-17

EXC EXELON CORP318 shares30.33%2026-03-312026-04-17

WAB WABTEC62 shares26.53%2026-03-312026-04-17

PKG PACKAGING CORP AMER73 shares8.96%2026-03-312026-04-17

GSK PLC GSK PLC277 shares0.00%2026-03-312026-04-17

GEHC GE HEALTHCARE TECHNOLOGIES I211 shares17.22%2026-03-312026-04-17

TE CONNECTIVITY PLC TE CONNECTIVITY PLC71 shares42.00%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC206 shares17.71%2026-03-312026-04-17

Sponsored

PBW INVESCO EXCHANGE TRADED FD T468 shares0.21%2026-03-312026-04-17

KLAC KLA CORP10 sharesnew addition2026-03-312026-04-17

CRM SALESFORCE INC79 shares8.22%2026-03-312026-04-17

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SPSM SPDR SERIES TRUST300 shares0.33%2026-03-312026-04-17

CBT CABOT CORP189 shares2.16%2026-03-312026-04-17

GSL GLOBAL SHIP LEASE INC380 shares0.00%2026-03-312026-04-17

FGD FIRST TR EXCHANGE-TRADED FD443 shares0.00%2026-03-312026-04-17

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SCHC SCHWAB STRATEGIC TR301 shares28.09%2026-03-312026-04-17

RGTI RIGETTI COMPUTING INC1.0K shares-8.51%2026-03-312026-04-17

DISV DIMENSIONAL ETF TRUST353 sharesnew addition2026-03-312026-04-17

GLP GLOBAL PARTNERS LP328 shares0.00%2026-03-312026-04-17

NEM NEWMONT CORP127 shares273.53%2026-03-312026-04-17

VET VERMILION ENERGY INC1.0K shares0.00%2026-03-312026-04-17

PSK SPDR SERIES TRUST445 shares-2.20%2026-03-312026-04-17

IQV IQVIA HLDGS INC80 shares2.56%2026-03-312026-04-17

Sponsored

XLP SELECT SECTOR SPDR TR165 shares-31.54%2026-03-312026-04-17

BUNGE GLOBAL SA BUNGE GLOBAL SA106 shares12.77%2026-03-312026-04-17

ASTS AST SPACEMOBILE INC161 shares9.52%2026-03-312026-04-17

SPHY SPDR SERIES TRUST571 shares-3.06%2026-03-312026-04-17

PFG PRINCIPAL FINANCIAL GROUP IN147 shares11.36%2026-03-312026-04-17

IYE ISHARES TR204 shares0.49%2026-03-312026-04-17

HSBC HSBC HLDGS PLC160 shares0.00%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR90 shares-45.45%2026-03-312026-04-17

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II380 shares0.00%2026-03-312026-04-17

APH AMPHENOL CORP103 sharesnew addition2026-03-312026-04-17

CLX CLOROX CO DEL122 shares74.29%2026-03-312026-04-17

NOW SERVICENOW INC120 shares4.35%2026-03-312026-04-17

SOLV SOLVENTUM CORP192 shares0.00%2026-03-312026-04-17

SCUS SCHWAB STRATEGIC TR497 shares0.00%2026-03-312026-04-17

DGRW WISDOMTREE TR142 shares0.00%2026-03-312026-04-17

TJX TJX COS INC NEW78 sharesnew addition2026-03-312026-04-17

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STZ CONSTELLATION BRANDS INC83 shares16.90%2026-03-312026-04-17

HP INC HP INC642 shares0.78%2026-03-312026-04-17

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD1.0K shares0.77%2026-03-312026-04-17

DFIV DIMENSIONAL ETF TRUST232 shares427.27%2026-03-312026-04-17

EEMV ISHARES INC188 shares0.00%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC29 shares141.67%2026-03-312026-04-17

CIFR CIPHER DIGITAL INC918 shares-11.48%2026-03-312026-04-17

OVV OVINTIV INC198 shares10.00%2026-03-312026-04-17

Sponsored

OMC OMNICOM GROUP INC155 shares15.67%2026-03-312026-04-17

ADM ARCHER DANIELS MIDLAND CO160 shares25.98%2026-03-312026-04-17

HYDR GLOBAL X FDS319 shares2.90%2026-03-312026-04-17

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY142 shares0.00%2026-03-312026-04-17

EFV ISHARES TR150 shares0.00%2026-03-312026-04-17

OMF ONEMAIN HLDGS INC206 shares3.00%2026-03-312026-04-17

HNDL STRATEGY SHS500 shares0.00%2026-03-312026-04-17

MS MORGAN STANLEY66 sharesnew addition2026-03-312026-04-17

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O REALTY INCOME CORP177 shares0.00%2026-03-312026-04-17

BIL SPDR SERIES TRUST117 shares-42.08%2026-03-312026-04-17

ICLN ISHARES TR579 shares0.00%2026-03-312026-04-17

DLX DELUXE CORP MEDIUM TERM NTS382 shares1.33%2026-03-312026-04-17

VLO VALERO ENERGY CORP42 shares100.00%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC84 shares342.11%2026-03-312026-04-17

NNE NANO NUCLEAR ENERGY INC500 shares0.00%2026-03-312026-04-17

EVT EATON VANCE TAX ADVT DIV INC417 shares-7.95%2026-03-312026-04-17

Sponsored

INCM FRANKLIN TEMPLETON ETF TR355 shares0.00%2026-03-312026-04-17

CHKP CHECK POINT SOFTWARE TECH LT71 shares0.00%2026-03-312026-04-17

WES WESTERN MIDSTREAM PARTNERS L246 sharesnew addition2026-03-312026-04-17

HMC HONDA MOTOR CO LTD415 shares0.00%2026-03-312026-04-17

DOW DOW HLDGS INC239 shares21.94%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP84 shares133.33%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F67 shares-11.84%2026-03-312026-04-17

SPMD SPDR SERIES TRUST164 shares0.61%2026-03-312026-04-17

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KMB KIMBERLY-CLARK CORP97 shares15.48%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC19 sharesnew addition2026-03-312026-04-17

TEVA TEVA PHARMACEUTICAL INDS LTD308 shares0.00%2026-03-312026-04-17

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC201 shares16.86%2026-03-312026-04-17

CCL CARNIVAL CORP353 shares30.26%2026-03-312026-04-17

HOOD ROBINHOOD MKTS INC129 shares17.27%2026-03-312026-04-17

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC117 shares-42.93%2026-03-312026-04-17

SNDK SANDISK CORP14 sharesnew addition2026-03-312026-04-17

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NICE NICE LTD80 shares0.00%2026-03-312026-04-17

AGI ALAMOS GOLD INC196 shares-21.60%2026-03-312026-04-17

GLAD GLADSTONE CAP CORP500 shares0.00%2026-03-312026-04-17

CB CHUBB LTD SWITZ26 sharesnew addition2026-03-312026-04-17

JD JD.COM INC286 shares136.36%2026-03-312026-04-17

HAS HASBRO INC90 shares13.92%2026-03-312026-04-17

CDNS CADENCE DESIGN SYSTEM INC30 shares-74.36%2026-03-312026-04-17

ZETA ZETA GLOBAL HOLDINGS CORP521 shares0.00%2026-03-312026-04-17

Sponsored

ARCC ARES CAPITAL CORP458 shares0.00%2026-03-312026-04-17

DHR DANAHER CORP DEL43 sharesnew addition2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC18 sharesnew addition2026-03-312026-04-17

PEY INVESCO EXCHANGE TRADED FD T369 shares0.00%2026-03-312026-04-17

ACHR ARCHER AVIATION INC1.5K shares190.48%2026-03-312026-04-17

SNOW SNOWFLAKE INC52 shares73.33%2026-03-312026-04-17

EBAY EBAY INC.86 shares56.36%2026-03-312026-04-17

APG API GROUP CORP190 shares-53.66%2026-03-312026-04-17

Sponsored

EFAV ISHARES TR84 shares0.00%2026-03-312026-04-17

BCE BCE INC300 shares0.00%2026-03-312026-04-17

SYK STRYKER CORPORATION23 sharesnew addition2026-03-312026-04-17

AIG AMERICAN INTL GROUP INC100 shares40.85%2026-03-312026-04-17

F FORD MTR CO646 shares78.45%2026-03-312026-04-17

CPB THE CAMPBELLS COMPANY328 shares2.50%2026-03-312026-04-17

CMCSA COMCAST CORP NEW253 sharesnew addition2026-03-312026-04-17

SPGI S&P GLOBAL INC17 sharesnew addition2026-03-312026-04-17

Sponsored

ONDS ONDAS INC796 sharesnew addition2026-03-312026-04-17

PH PARKER-HANNIFIN CORP8 sharesnew addition2026-03-312026-04-17

BABA ALIBABA GROUP HLDG LTD57 sharesnew addition2026-03-312026-04-17

FANG DIAMONDBACK ENERGY INC36 shares157.14%2026-03-312026-04-17

BP BP PLC150 shares0.00%2026-03-312026-04-17

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES92 sharesnew addition2026-03-312026-04-17

SAP SAP SE41 shares0.00%2026-03-312026-04-17

VODAFONE GROUP PLC VODAFONE GROUP PLC465 shares0.00%2026-03-312026-04-17

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HWM HOWMET AEROSPACE INC30 shares1400.00%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS151 shares5.59%2026-03-312026-04-17

ASTRAZENECA PLC ASTRAZENECA PLC34 sharesnew addition2026-03-312026-04-17

CME CME GROUP INC23 sharesnew addition2026-03-312026-04-17

AMSC AMERICAN SUPERCONDUCTOR CORP200 shares0.00%2026-03-312026-04-17

STM STMICROELECTRONICS N V195 shares0.00%2026-03-312026-04-17

TIP ISHARES TR60 shares-42.31%2026-03-312026-04-17

ETW EATON VANCE TAX-MANAGED GLOB747 shares-72.81%2026-03-312026-04-17

Sponsored

FONR FONAR CORP353 shares0.00%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC31 shares675.00%2026-03-312026-04-17

AEM AGNICO EAGLE MINES LTD32 shares-36.00%2026-03-312026-04-17

TPC TUTOR PERINI CORP84 shares7.69%2026-03-312026-04-17

PII POLARIS INC117 shares0.86%2026-03-312026-04-17

HPE HEWLETT PACKARD ENTERPRISE C263 shares31.50%2026-03-312026-04-17

MSTR STRATEGY INC50 shares0.00%2026-03-312026-04-17

USMV ISHARES TR67 shares0.00%2026-03-312026-04-17

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REGN REGENERON PHARMACEUTICALS8 sharesnew addition2026-03-312026-04-17

AVXL ANAVEX LIFE SCIENCES CORP2.0K shares-37.05%2026-03-312026-04-17

UNL UNITED STS 12 MONTH NAT GAS889 shares0.00%2026-03-312026-04-17

CSX CSX CORP149 sharesnew addition2026-03-312026-04-17

SHW SHERWIN WILLIAMS CO19 sharesnew addition2026-03-312026-04-17

KR KROGER CO84 sharesnew addition2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR54 shares-14.29%2026-03-312026-04-17

PGR PROGRESSIVE CORP30 sharesnew addition2026-03-312026-04-17

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GM GENERAL MTRS CO80 shares433.33%2026-03-312026-04-17

MAR MARRIOTT INTL INC NEW18 sharesnew addition2026-03-312026-04-17

ZIM ZIM INTEGRATED SHIPPING SERV223 sharesnew addition2026-03-312026-04-17

FTNT FORTINET INC71 shares129.03%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC6 shares20.00%2026-03-312026-04-17

TTD THE TRADE DESK INC252 shares-79.84%2026-03-312026-04-17

KHC KRAFT HEINZ CO249 shares50.00%2026-03-312026-04-17

APP APPLOVIN CORP14 sharesnew addition2026-03-312026-04-17

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PAGP PLAINS GP HLDGS L P228 shares1.79%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC48 sharesnew addition2026-03-312026-04-17

FIX COMFORT SYS USA INC4 sharesnew addition2026-03-312026-04-17

ICE INTERCONTINENTAL EXCHANGE IN35 sharesnew addition2026-03-312026-04-17

EPRT ESSENTIAL PPTYS RLTY TR INC181 shares0.00%2026-03-312026-04-17

PWR QUANTA SVCS INC10 sharesnew addition2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN27 sharesnew addition2026-03-312026-04-17

EFX EQUIFAX INC30 shares20.00%2026-03-312026-04-17

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HLT HILTON WORLDWIDE HLDGS INC18 sharesnew addition2026-03-312026-04-17

PPA INVESCO EXCHANGE TRADED FD T33 shares0.00%2026-03-312026-04-17

HBAN HUNTINGTON BANCSHARES INC346 shares23.57%2026-03-312026-04-17

WDC WESTERN DIGITAL CORP20 sharesnew addition2026-03-312026-04-17

FTC FIRST TR EXCHANGE-TRADED ALP35 shares0.00%2026-03-312026-04-17

APD AIR PRODUCTS AND CHEMICALS I19 shares-48.65%2026-03-312026-04-17

EXE EXPAND ENERGY CORPORATION49 sharesnew addition2026-03-312026-04-17

BROS DUTCH BROS INC106 shares6.00%2026-03-312026-04-17

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FSMB FIRST TR EXCH TRADED FD III269 shares0.00%2026-03-312026-04-17

CRH PLC CRH PLC51 sharesnew addition2026-03-312026-04-17

QQQX NUVEEN NASDAQ 100 DYNAMIC OV201 shares-15.19%2026-03-312026-04-17

FCPT FOUR CORNERS PPTY TR INC224 shares0.00%2026-03-312026-04-17

DNN DENISON MINES CORP1.5K shares43.82%2026-03-312026-04-17

CLFD CLEARFIELD INC200 shares0.00%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS82 shares0.00%2026-03-312026-04-17

MCO MOODYS CORP12 sharesnew addition2026-03-312026-04-17

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SILA SILA REALTY TRUST INC221 shares1.84%2026-03-312026-04-17

MSI MOTOROLA SOLUTIONS INC12 sharesnew addition2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC20 sharesnew addition2026-03-312026-04-17

DFAW DIMENSIONAL ETF TRUST70 shares-82.46%2026-03-312026-04-17

DFUS

DIMENSIONAL ETF TRUST

3.62%

Shares643.1K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

-5.51%

Shares314.1K

Event2026-03-31

Filed2026-04-17

DFCF

DIMENSIONAL ETF TRUST

-5.36%

Shares493.5K

Event2026-03-31

Filed2026-04-17

DFGX

DIMENSIONAL ETF TRUST

26.18%

Shares311.7K

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL ETF TRUST

11.99%

Shares341.4K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

1.33%

Shares14.0K

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL ETF TRUST

-3.94%

Shares121.6K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-3.69%

Shares15.7K

Event2026-03-31

Filed2026-04-17

DFAE

DIMENSIONAL ETF TRUST

8.70%

Shares183.2K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

1.26%

Shares26.4K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

8.99%

Shares152.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-2.32%

Shares5.8K

Event2026-03-31

Filed2026-04-17

DFNM

DIMENSIONAL ETF TRUST

4.24%

Shares69.1K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

6.62%

Shares3.4K

Event2026-03-31

Filed2026-04-17

VTWG

VANGUARD SCOTTSDALE FDS

16.26%

Shares12.7K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

7.29%

Shares10.8K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

3.10%

Shares102.6K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

15.35%

Shares48.5K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

10.23%

Shares13.8K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD INDEX FDS

37.14%

Shares25.0K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-0.20%

Shares2.9K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

12.81%

Shares13.2K

Event2026-03-31

Filed2026-04-17

DFSB

DIMENSIONAL ETF TRUST

0.00%

Shares29.6K

Event2026-03-31

Filed2026-04-17

XME

SPDR SERIES TRUST

15.41%

Shares13.4K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

0.54%

Shares36.5K

Event2026-03-31

Filed2026-04-17

DFIS

DIMENSIONAL ETF TRUST

54.86%

Shares41.1K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

54.40%

Shares10.2K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

3.79%

Shares52.3K

Event2026-03-31

Filed2026-04-17

XEL

XCEL ENERGY INC

0.62%

Shares16.3K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

15.70%

Shares6.2K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

28.77%

Shares20.5K

Event2026-03-31

Filed2026-04-17

SCHZ

SCHWAB STRATEGIC TR

-3.58%

Shares54.5K

Event2026-03-31

Filed2026-04-17

PICK

ISHARES INC

21.40%

Shares21.9K

Event2026-03-31

Filed2026-04-17

VTWO

VANGUARD SCOTTSDALE FDS

-0.49%

Shares11.5K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-2.22%

Shares1.7K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-10.13%

Shares3.3K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

10.34%

Shares8.4K

Event2026-03-31

Filed2026-04-17

DFSU

DIMENSIONAL ETF TRUST

0.24%

Shares24.2K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

22.26%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

0.99%

Shares10.4K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

0.33%

Shares26.4K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

10.74%

Shares2.0K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO

0.45%

Shares8.5K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB STRATEGIC TR

10.24%

Shares23.5K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

9.90%

Shares3.7K

Event2026-03-31

Filed2026-04-17

HRL

HORMEL FOODS CORP

1.38%

Shares26.3K

Event2026-03-31

Filed2026-04-17

DEERE & CO

1.96%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DFIC

DIMENSIONAL ETF TRUST

-3.41%

Shares16.3K

Event2026-03-31

Filed2026-04-17

SCHR

SCHWAB STRATEGIC TR

-15.37%

Shares22.0K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

14.90%

Shares2.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

25.79%

Shares1.9K

Event2026-03-31

Filed2026-04-17

DFSI

DIMENSIONAL ETF TRUST

0.24%

Shares11.8K

Event2026-03-31

Filed2026-04-17

ECL

ECOLAB INC

1.14%

Shares1.8K

Event2026-03-31

Filed2026-04-17

GLDM

WORLD GOLD TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC

5.84%

Shares798

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-16.70%

Shares449

Event2026-03-31

Filed2026-04-17

FPE

FIRST TR EXCH TRADED FD III

-2.85%

Shares25.0K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

-42.22%

Shares8.8K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

13.62%

Shares8.2K

Event2026-03-31

Filed2026-04-17

ITA

ISHARES TR

-39.93%

Shares1.8K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

3.81%

Shares2.5K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

4.42%

Shares850

Event2026-03-31

Filed2026-04-17

BOEING CO

3.86%

Shares1.8K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

-8.25%

Shares6.1K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-1.52%

Shares2.7K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

3.10%

Shares765

Event2026-03-31

Filed2026-04-17

COP

CONOCOPHILLIPS

1.26%

Shares2.5K

Event2026-03-31

Filed2026-04-17

FAST

FASTENAL CO

5.96%

Shares7.1K

Event2026-03-31

Filed2026-04-17

USB

US BANCORP

2.65%

Shares6.3K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC

26.44%

Shares373

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

2.28%

Shares493

Event2026-03-31

Filed2026-04-17

DFSD

DIMENSIONAL ETF TRUST

8.64%

Shares6.6K

Event2026-03-31

Filed2026-04-17

TRV

TRAVELERS COMPANIES INC

2.15%

Shares1.0K

Event2026-03-31

Filed2026-04-17

MEDTRONIC PLC

2.11%

Shares3.5K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

0.39%

Shares521

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

-0.70%

Shares9.1K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

1.81%

Shares3.1K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

23.39%

Shares997

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

15.81%

Shares1.2K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

3.03%

Shares476

Event2026-03-31

Filed2026-04-17

VISA INC

14.11%

Shares946

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

-0.84%

Shares9.8K

Event2026-03-31

Filed2026-04-17

SCHO

SCHWAB STRATEGIC TR

-5.69%

Shares10.6K

Event2026-03-31

Filed2026-04-17

FLRN

SPDR SERIES TRUST

-17.76%

Shares8.3K

Event2026-03-31

Filed2026-04-17

SGVT

SCHWAB STRATEGIC TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-17

VDE

VANGUARD WORLD FD

0.61%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.12%

Shares846

Event2026-03-31

Filed2026-04-17

VPU

VANGUARD WORLD FD

0.25%

Shares1.2K

Event2026-03-31

Filed2026-04-17

DFAX

DIMENSIONAL ETF TRUST

0.16%

Shares6.8K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

18.26%

Shares272

Event2026-03-31

Filed2026-04-17

BOND

PIMCO ETF TR

-3.77%

Shares2.5K

Event2026-03-31

Filed2026-04-17

NMS

NUVEEN MINN QUALITY MUN INM

1.65%

Shares18.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

71.43%

Shares768

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

5.56%

Shares1.9K

Event2026-03-31

Filed2026-04-17

VIGI

VANGUARD WHITEHALL FDS

-10.09%

Shares2.4K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

9.98%

Shares1.4K

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL

19.19%

Shares820

Event2026-03-31

Filed2026-04-17

EPD

ENTERPRISE PRODS PARTNERS L

0.04%

Shares4.9K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

11.04%

Shares1.5K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

17.92%

Shares816

Event2026-03-31

Filed2026-04-17

IGM

ISHARES TR

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-17

DFSE

DIMENSIONAL ETF TRUST

0.12%

Shares4.1K

Event2026-03-31

Filed2026-04-17

VFH

VANGUARD WORLD FD

-7.16%

Shares1.4K

Event2026-03-31

Filed2026-04-17

OKLO

OKLO INC

16.67%

Shares3.5K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares509

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

0.31%

Shares648

Event2026-03-31

Filed2026-04-17

CORP

PIMCO ETF TR

3.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC

-3.31%

Shares1.1K

Event2026-03-31

Filed2026-04-17

FNDA

SCHWAB STRATEGIC TR

12.87%

Shares4.9K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

7.83%

Shares647

Event2026-03-31

Filed2026-04-17

BROADCOM INC

104.07%

Shares502

Event2026-03-31

Filed2026-04-17

CAG

CONAGRA BRANDS INC

5.05%

Shares9.7K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

5.66%

Shares1.5K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

0.17%

Shares588

Event2026-03-31

Filed2026-04-17

CF INDUSTRIES HOLD

-1.18%

Shares1.1K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC

19.27%

Shares687

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

22.31%

Shares466

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares555

Event2026-03-31

Filed2026-04-17

DFEM

DIMENSIONAL ETF TRUST

0.13%

Shares3.8K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD INDEX FDS

2.26%

Shares498

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

13.53%

Shares386

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

0.22%

Shares464

Event2026-03-31

Filed2026-04-17

DNP

DNP SELECT INCOME FD INC

0.04%

Shares12.2K

Event2026-03-31

Filed2026-04-17

SHE

SPDR SERIES TRUST

0.20%

Shares982

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

9.69%

Shares351

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

2.70%

Shares951

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

1.21%

Shares1.8K

Event2026-03-31

Filed2026-04-17

WEYERHAEUSER CO

-2.49%

Shares5.0K

Event2026-03-31

Filed2026-04-17

WHR

WHIRLPOOL CORP

-15.76%

Shares2.2K

Event2026-03-31

Filed2026-04-17

AT&T INC

15.18%

Shares4.1K

Event2026-03-31

Filed2026-04-17

FNDC

SCHWAB STRATEGIC TR

13.43%

Shares2.5K

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

0.53%

Shares190

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

45.06%

Shares338

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

0.07%

Shares2.9K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

22.88%

Shares580

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

9.41%

Shares791

Event2026-03-31

Filed2026-04-17

BHP

BHP BILLITON LIMITED

1.85%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

16.47%

Shares2.1K

Event2026-03-31

Filed2026-04-17

MMM

3M CO

4.71%

Shares733

Event2026-03-31

Filed2026-04-17

FNDE

SCHWAB STRATEGIC TR

-28.35%

Shares2.8K

Event2026-03-31

Filed2026-04-17

CNI

CANADIAN NATL RY CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

6.21%

Shares1.5K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

21.55%

Shares1.3K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

3.43%

Shares513

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

-12.84%

Shares319

Event2026-03-31

Filed2026-04-17

SEAGATE TECHNOLOGY HLDNGS PL

7.49%

Shares244

Event2026-03-31

Filed2026-04-17

KKR & CO INC

1.19%

Shares1.0K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

0.45%

Shares886

Event2026-03-31

Filed2026-04-17

AXP

AMERICAN EXPRESS CO

14.13%

Shares307

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHN CORP

4.33%

Shares313

Event2026-03-31

Filed2026-04-17

IBB

ISHARES TR

0.00%

Shares531

Event2026-03-31

Filed2026-04-17

PFF

ISHARES TR

0.63%

Shares2.9K

Event2026-03-31

Filed2026-04-17

VTC

VANGUARD SCOTTSDALE FDS

0.81%

Shares1.1K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

34.14%

Shares1.0K

Event2026-03-31

Filed2026-04-17

VDC

VANGUARD WORLD FD

-26.63%

Shares361

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

20.14%

Shares841

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

LQD

ISHARES TR

0.57%

Shares705

Event2026-03-31

Filed2026-04-17

CRWD

CROWDSTRIKE HLDGS INC

10.23%

Shares194

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC

36.79%

Shares554

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

-7.43%

Shares910

Event2026-03-31

Filed2026-04-17

LDP

COHEN & STEERS LTD DURATION

0.43%

Shares3.5K

Event2026-03-31

Filed2026-04-17

IREN

IREN LIMITED

19.06%

Shares2.0K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

-1.52%

Shares844

Event2026-03-31

Filed2026-04-17

CONSOLIDATED EDISON INC

4.77%

Shares615

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

26.55%

Shares286

Event2026-03-31

Filed2026-04-17

SHEL

SHELL PLC

0.68%

Shares737

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-21.88%

Shares357

Event2026-03-31

Filed2026-04-17

WMB

WILLIAMS COS INC

10.52%

Shares935

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP

27.05%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VST

VISTRA CORP

2.78%

Shares443

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

19.39%

Shares2.4K

Event2026-03-31

Filed2026-04-17

LINDE PLC

33.00%

Shares133

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

0.00%

Shares859

Event2026-03-31

Filed2026-04-17

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

TGT

TARGET CORP

6.29%

Shares541

Event2026-03-31

Filed2026-04-17

IYT

ISHARES TR

0.35%

Shares869

Event2026-03-31

Filed2026-04-17

SOUN

SOUNDHOUND AI INC

92.03%

Shares9.2K

Event2026-03-31

Filed2026-04-17

VOOV

VANGUARD ADMIRAL FDS INC

0.66%

Shares307

Event2026-03-31

Filed2026-04-17

NBIS

NEBIUS GROUP N.V.

20.00%

Shares600

Event2026-03-31

Filed2026-04-17

SUPER MICRO COMPUTER INC

0.96%

Shares2.7K

Event2026-03-31

Filed2026-04-17

APLD

APPLIED DIGITAL CORP

29.44%

Shares2.6K

Event2026-03-31

Filed2026-04-17

HAL

HALLIBURTON CO

3.98%

Shares1.5K

Event2026-03-31

Filed2026-04-17

CENCORA INC

7.65%

Shares183

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

0.27%

Shares1.9K

Event2026-03-31

Filed2026-04-17

BIIB

BIOGEN INC

3.33%

Shares310

Event2026-03-31

Filed2026-04-17

EBND

SPDR SERIES TRUST

0.88%

Shares2.7K

Event2026-03-31

Filed2026-04-17

DIA

STATE STR SPDR DOW JONES IND

0.83%

Shares122

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

0.73%

Shares414

Event2026-03-31

Filed2026-04-17

NVS

NOVARTIS AG

0.00%

Shares365

Event2026-03-31

Filed2026-04-17

MPC

MARATHON PETE CORP

33.33%

Shares224

Event2026-03-31

Filed2026-04-17

VTES

VANGUARD WELLINGTON FD

0.56%

Shares540

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

0.70%

Shares572

Event2026-03-31

Filed2026-04-17

KMI

KINDER MORGAN INC DEL

11.48%

Shares1.6K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

30.53%

Shares171

Event2026-03-31

Filed2026-04-17

RWR

SPDR SERIES TRUST

-17.14%

Shares522

Event2026-03-31

Filed2026-04-17

IAGG

ISHARES TR

11.82%

Shares1.1K

Event2026-03-31

Filed2026-04-17

VCR

VANGUARD WORLD FD

-27.14%

Shares145

Event2026-03-31

Filed2026-04-17

IJT

ISHARES TR

New

Shares360

Event2026-03-31

Filed2026-04-17

ENERGY TRANSFER L P

11.99%

Shares2.6K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC

24.78%

Shares141

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

-3.36%

Shares230

Event2026-03-31

Filed2026-04-17

BWXT

BWX TECHNOLOGIES INC

2.53%

Shares243

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

-19.68%

Shares1.6K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

56.12%

Shares651

Event2026-03-31

Filed2026-04-17

PFFD

GLOBAL X FDS

1.56%

Shares2.7K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

152.63%

Shares96

Event2026-03-31

Filed2026-04-17

SPYD

SPDR SERIES TRUST

-2.59%

Shares1.1K

Event2026-03-31

Filed2026-04-17

NUKZ

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares700

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO

9.48%

Shares751

Event2026-03-31

Filed2026-04-17

VOX

VANGUARD WORLD FD

-28.93%

Shares253

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD SCOTTSDALE FDS

-35.02%

Shares412

Event2026-03-31

Filed2026-04-17

CAH

CARDINAL HEALTH INC

New

Shares213

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

-23.68%

Shares274

Event2026-03-31

Filed2026-04-17

MCK

MCKESSON CORP

21.95%

Shares50

Event2026-03-31

Filed2026-04-17

MARVELL TECHNOLOGY INC

15.65%

Shares436

Event2026-03-31

Filed2026-04-17

HWKN

HAWKINS INC

0.00%

Shares278

Event2026-03-31

Filed2026-04-17

MDLZ

MONDELEZ INTL INC

11.23%

Shares723

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

0.00%

Shares264

Event2026-03-31

Filed2026-04-17

DYNF

BLACKROCK ETF TRUST

New

Shares704

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares757

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP

12.38%

Shares118

Event2026-03-31

Filed2026-04-17

CASY

CASEYS GEN STORES INC

5.77%

Shares55

Event2026-03-31

Filed2026-04-17

RVT

ROYCE SMALL CAP TRUST INC

-2.18%

Shares2.4K

Event2026-03-31

Filed2026-04-17

FCG

FIRST TR EXCHANGE-TRADED FD

0.40%

Shares1.2K

Event2026-03-31

Filed2026-04-17

PAVE

GLOBAL X FDS

0.78%

Shares776

Event2026-03-31

Filed2026-04-17

SCHI

SCHWAB STRATEGIC TR

-9.52%

Shares1.7K

Event2026-03-31

Filed2026-04-17

XLF

SELECT SECTOR SPDR TR

1.85%

Shares771

Event2026-03-31

Filed2026-04-17

ETV

EATON VANCE TAX-MANAGED BUY-

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

15.20%

Shares288

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

0.66%

Shares613

Event2026-03-31

Filed2026-04-17

DVY

ISHARES TR

-2.00%

Shares245

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW

11.17%

Shares408

Event2026-03-31

Filed2026-04-17

GIS

GENERAL MILLS INC

32.97%

Shares984

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

-42.43%

Shares483

Event2026-03-31

Filed2026-04-17

CQP

CHENIERE ENERGY PARTNERS L P

0.54%

Shares555

Event2026-03-31

Filed2026-04-17

KRE

SPDR SERIES TRUST

0.55%

Shares546

Event2026-03-31

Filed2026-04-17

CVS

CVS HEALTH CORP

23.50%

Shares494

Event2026-03-31

Filed2026-04-17

WULF

TERAWULF INC

-6.86%

Shares2.4K

Event2026-03-31

Filed2026-04-17

DFLV

DIMENSIONAL ETF TRUST

58.37%

Shares974

Event2026-03-31

Filed2026-04-17

ENB

ENBRIDGE INC

0.00%

Shares636

Event2026-03-31

Filed2026-04-17

MLPX

GLOBAL X FDS

-3.13%

Shares465

Event2026-03-31

Filed2026-04-17

CROWN CASTLE INC

0.48%

Shares420

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

99.08%

Shares217

Event2026-03-31

Filed2026-04-17

ALSN

ALLISON TRANSMISSION HLDGS I

1.41%

Shares287

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC

19.23%

Shares62

Event2026-03-31

Filed2026-04-17

QBTS

D-WAVE QUANTUM INC

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-17

IXJ

ISHARES TR

0.00%

Shares348

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

199.09%

Shares658

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

0.56%

Shares1.3K

Event2026-03-31

Filed2026-04-17

ISRG

INTUITIVE SURGICAL INC

58.14%

Shares68

Event2026-03-31

Filed2026-04-17

OXY

OCCIDENTAL PETE CORP

519.74%

Shares471

Event2026-03-31

Filed2026-04-17

FCX

FREEPORT MCMORAN INC

24.63%

Shares511

Event2026-03-31

Filed2026-04-17

GDV

GABELLI DIVID & INCOME TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

37.78%

Shares310

Event2026-03-31

Filed2026-04-17

COLGATE PALMOLIVE CO

15.33%

Shares346

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

146.48%

Shares175

Event2026-03-31

Filed2026-04-17

IGIB

ISHARES TR

-4.39%

Shares544

Event2026-03-31

Filed2026-04-17

SCHW

SCHWAB CHARLES CORP

52.50%

Shares305

Event2026-03-31

Filed2026-04-17

SLB

SLB LIMITED

38.75%

Shares555

Event2026-03-31

Filed2026-04-17

BARRICK MNG CORP

0.00%

Shares685

Event2026-03-31

Filed2026-04-17

RVTY

REVVITY INC

1.63%

Shares312

Event2026-03-31

Filed2026-04-17

DSTL

ETF SER SOLUTIONS

-10.06%

Shares465

Event2026-03-31

Filed2026-04-17

OTTR

OTTER TAIL CORP

1.00%

Shares303

Event2026-03-31

Filed2026-04-17

ETR

ENTERGY CORP NEW

14.56%

Shares236

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

0.00%

Shares270

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

New

Shares122

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

44.29%

Shares101

Event2026-03-31

Filed2026-04-17

PCEF

INVESCO EXCH TRADED FD TR II

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-17

VRP

INVESCO EXCH TRADED FD TR II

-2.71%

Shares1.0K

Event2026-03-31

Filed2026-04-17

FHI

FEDERATED HERMES INC

0.92%

Shares439

Event2026-03-31

Filed2026-04-17

ETY

EATON VANCE TAX-MANAGED DIVE

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

0.00%

Shares171

Event2026-03-31

Filed2026-04-17

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares211

Event2026-03-31

Filed2026-04-17

UNILEVER PLC

0.00%

Shares420

Event2026-03-31

Filed2026-04-17

DAL

DELTA AIR LINES INC

18.09%

Shares359

Event2026-03-31

Filed2026-04-17

MBB

ISHARES TR

0.40%

Shares251

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

0.42%

Shares239

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC

110.53%

Shares120

Event2026-03-31

Filed2026-04-17

BBY

BEST BUY INC

0.84%

Shares361

Event2026-03-31

Filed2026-04-17

SWARMER INC

New

Shares500

Event2026-03-31

Filed2026-04-17

EXG

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

ICOP

ISHARES TR

0.00%

Shares480

Event2026-03-31

Filed2026-04-17

REGL

PROSHARES TR

0.00%

Shares261

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP

43.48%

Shares33

Event2026-03-31

Filed2026-04-17

FXN

FIRST TR EXCHANGE-TRADED FD

0.41%

Shares977

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP INC

9.46%

Shares81

Event2026-03-31

Filed2026-04-17

CCJ

CAMECO CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC

71.70%

Shares91

Event2026-03-31

Filed2026-04-17

EOG

EOG RES INC

30.70%

Shares149

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELEC CO

-2.38%

Shares164

Event2026-03-31

Filed2026-04-17

CNP

CENTERPOINT ENERGY INC

10.20%

Shares497

Event2026-03-31

Filed2026-04-17

QNITY ELECTRONICS INC

-35.09%

Shares185

Event2026-03-31

Filed2026-04-17

PCAR

PACCAR INC

21.33%

Shares182

Event2026-03-31

Filed2026-04-17

ALLIANCEBERNSTEIN HLDG L P

82.33%

Shares547

Event2026-03-31

Filed2026-04-17

AZO

AUTOZONE INC

0.00%

Shares6

Event2026-03-31

Filed2026-04-17

AIQ

GLOBAL X FDS

-3.39%

Shares427

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

346.15%

Shares58

Event2026-03-31

Filed2026-04-17

TAN

INVESCO EXCH TRADED FD TR II

0.00%

Shares354

Event2026-03-31

Filed2026-04-17

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

HII

HUNTINGTON INGALLS INDS INC

6.25%

Shares51

Event2026-03-31

Filed2026-04-17

SMMT

SUMMIT THERAPEUTICS INC

98.41%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DFSV

DIMENSIONAL ETF TRUST

0.37%

Shares539

Event2026-03-31

Filed2026-04-17

TBT

PROSHARES TR

0.00%

Shares535

Event2026-03-31

Filed2026-04-17

CTVA

CORTEVA INC

32.93%

Shares218

Event2026-03-31

Filed2026-04-17

SJM

SMUCKER J M CO

3.85%

Shares189

Event2026-03-31

Filed2026-04-17

TOTALENERGIES SE

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

638.46%

Shares192

Event2026-03-31

Filed2026-04-17

RIO

RIO TINTO PLC

12.43%

Shares190

Event2026-03-31

Filed2026-04-17

LEU

CENTRUS ENERGY CORP

0.00%

Shares102

Event2026-03-31

Filed2026-04-17

SMLV

SPDR SERIES TRUST

6.61%

Shares129

Event2026-03-31

Filed2026-04-17

ELV

ELEVANCE HEALTH INC FORMERLY

15.69%

Shares59

Event2026-03-31

Filed2026-04-17

ACWV

ISHARES INC

0.00%

Shares145

Event2026-03-31

Filed2026-04-17

ADI

ANALOG DEVICES INC

237.50%

Shares54

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC

29.70%

Shares131

Event2026-03-31

Filed2026-04-17

MCR

MFS CHARTER INCOME TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

212.50%

Shares75

Event2026-03-31

Filed2026-04-17

USFR

WISDOMTREE TR

-24.89%

Shares335

Event2026-03-31

Filed2026-04-17

BKNG

BOOKING HOLDINGS INC

33.33%

Shares4

Event2026-03-31

Filed2026-04-17

TGTX

TG THERAPEUTICS INC

-50.00%

Shares500

Event2026-03-31

Filed2026-04-17

GAB

GABELLI EQUITY TR INC

2.61%

Shares2.9K

Event2026-03-31

Filed2026-04-17

EQNR

EQUINOR ASA

0.00%

Shares389

Event2026-03-31

Filed2026-04-17

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-17

DVN

DEVON ENERGY CORP NEW

15.52%

Shares320

Event2026-03-31

Filed2026-04-17

COF

CAPITAL ONE FINL CORP

87.23%

Shares88

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD INDEX FDS

0.00%

Shares76

Event2026-03-31

Filed2026-04-17

EXC

EXELON CORP

30.33%

Shares318

Event2026-03-31

Filed2026-04-17

WAB

WABTEC

26.53%

Shares62

Event2026-03-31

Filed2026-04-17

PKG

PACKAGING CORP AMER

8.96%

Shares73

Event2026-03-31

Filed2026-04-17

GSK PLC

0.00%

Shares277

Event2026-03-31

Filed2026-04-17

GEHC

GE HEALTHCARE TECHNOLOGIES I

17.22%

Shares211

Event2026-03-31

Filed2026-04-17

TE CONNECTIVITY PLC

42.00%

Shares71

Event2026-03-31

Filed2026-04-17

UBER

UBER TECHNOLOGIES INC

17.71%

Shares206

Event2026-03-31

Filed2026-04-17

PBW

INVESCO EXCHANGE TRADED FD T

0.21%

Shares468

Event2026-03-31

Filed2026-04-17

KLAC

KLA CORP

New

Shares10

Event2026-03-31

Filed2026-04-17

CRM

SALESFORCE INC

8.22%

Shares79

Event2026-03-31

Filed2026-04-17

RYDER SYS INC

2.90%

Shares71

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

0.33%

Shares300

Event2026-03-31

Filed2026-04-17

CBT

CABOT CORP

2.16%

Shares189

Event2026-03-31

Filed2026-04-17

GSL

GLOBAL SHIP LEASE INC

0.00%

Shares380

Event2026-03-31

Filed2026-04-17

FGD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares443

Event2026-03-31

Filed2026-04-17

SCHC

SCHWAB STRATEGIC TR

28.09%

Shares301

Event2026-03-31

Filed2026-04-17

RGTI

RIGETTI COMPUTING INC

-8.51%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DISV

DIMENSIONAL ETF TRUST

New

Shares353

Event2026-03-31

Filed2026-04-17

GLP

GLOBAL PARTNERS LP

0.00%

Shares328

Event2026-03-31

Filed2026-04-17

NEM

NEWMONT CORP

273.53%

Shares127

Event2026-03-31

Filed2026-04-17

VET

VERMILION ENERGY INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

PSK

SPDR SERIES TRUST

-2.20%

Shares445

Event2026-03-31

Filed2026-04-17

IQV

IQVIA HLDGS INC

2.56%

Shares80

Event2026-03-31

Filed2026-04-17

XLP

SELECT SECTOR SPDR TR

-31.54%

Shares165

Event2026-03-31

Filed2026-04-17

BUNGE GLOBAL SA

12.77%

Shares106

Event2026-03-31

Filed2026-04-17

ASTS

AST SPACEMOBILE INC

9.52%

Shares161

Event2026-03-31

Filed2026-04-17

SPHY

SPDR SERIES TRUST

-3.06%

Shares571

Event2026-03-31

Filed2026-04-17

PFG

PRINCIPAL FINANCIAL GROUP IN

11.36%

Shares147

Event2026-03-31

Filed2026-04-17

IYE

ISHARES TR

0.49%

Shares204

Event2026-03-31

Filed2026-04-17

HSBC

HSBC HLDGS PLC

0.00%

Shares160

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

-45.45%

Shares90

Event2026-03-31

Filed2026-04-17

INVESCO EXCH TRADED FD TR II

0.00%

Shares380

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP

New

Shares103

Event2026-03-31

Filed2026-04-17

CLX

CLOROX CO DEL

74.29%

Shares122

Event2026-03-31

Filed2026-04-17

NOW

SERVICENOW INC

4.35%

Shares120

Event2026-03-31

Filed2026-04-17

SOLV

SOLVENTUM CORP

0.00%

Shares192

Event2026-03-31

Filed2026-04-17

SCUS

SCHWAB STRATEGIC TR

0.00%

Shares497

Event2026-03-31

Filed2026-04-17

DGRW

WISDOMTREE TR

0.00%

Shares142

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW

New

Shares78

Event2026-03-31

Filed2026-04-17

STZ

CONSTELLATION BRANDS INC

16.90%

Shares83

Event2026-03-31

Filed2026-04-17

HP INC

0.78%

Shares642

Event2026-03-31

Filed2026-04-17

LIBERTY GLOBAL LTD

0.77%

Shares1.0K

Event2026-03-31

Filed2026-04-17

DFIV

DIMENSIONAL ETF TRUST

427.27%

Shares232

Event2026-03-31

Filed2026-04-17

EEMV

ISHARES INC

0.00%

Shares188

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

141.67%

Shares29

Event2026-03-31

Filed2026-04-17

CIFR

CIPHER DIGITAL INC

-11.48%

Shares918

Event2026-03-31

Filed2026-04-17

OVV

OVINTIV INC

10.00%

Shares198

Event2026-03-31

Filed2026-04-17

OMC

OMNICOM GROUP INC

15.67%

Shares155

Event2026-03-31

Filed2026-04-17

ADM

ARCHER DANIELS MIDLAND CO

25.98%

Shares160

Event2026-03-31

Filed2026-04-17

HYDR

GLOBAL X FDS

2.90%

Shares319

Event2026-03-31

Filed2026-04-17

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares142

Event2026-03-31

Filed2026-04-17

EFV

ISHARES TR

0.00%

Shares150

Event2026-03-31

Filed2026-04-17

OMF

ONEMAIN HLDGS INC

3.00%

Shares206

Event2026-03-31

Filed2026-04-17

HNDL

STRATEGY SHS

0.00%

Shares500

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY

New

Shares66

Event2026-03-31

Filed2026-04-17

REALTY INCOME CORP

0.00%

Shares177

Event2026-03-31

Filed2026-04-17

BIL

SPDR SERIES TRUST

-42.08%

Shares117

Event2026-03-31

Filed2026-04-17

ICLN

ISHARES TR

0.00%

Shares579

Event2026-03-31

Filed2026-04-17

DLX

DELUXE CORP MEDIUM TERM NTS

1.33%

Shares382

Event2026-03-31

Filed2026-04-17

VLO

VALERO ENERGY CORP

100.00%

Shares42

Event2026-03-31

Filed2026-04-17

ARISTA NETWORKS INC

342.11%

Shares84

Event2026-03-31

Filed2026-04-17

NNE

NANO NUCLEAR ENERGY INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-17

EVT

EATON VANCE TAX ADVT DIV INC

-7.95%

Shares417

Event2026-03-31

Filed2026-04-17

INCM

FRANKLIN TEMPLETON ETF TR

0.00%

Shares355

Event2026-03-31

Filed2026-04-17

CHKP

CHECK POINT SOFTWARE TECH LT

0.00%

Shares71

Event2026-03-31

Filed2026-04-17

WES

WESTERN MIDSTREAM PARTNERS L

New

Shares246

Event2026-03-31

Filed2026-04-17

HMC

HONDA MOTOR CO LTD

0.00%

Shares415

Event2026-03-31

Filed2026-04-17

DOW

DOW HLDGS INC

21.94%

Shares239

Event2026-03-31

Filed2026-04-17

BANK NEW YORK MELLON CORP

133.33%

Shares84

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

-11.84%

Shares67

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

0.61%

Shares164

Event2026-03-31

Filed2026-04-17

KMB

KIMBERLY-CLARK CORP

15.48%

Shares97

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares19

Event2026-03-31

Filed2026-04-17

TEVA

TEVA PHARMACEUTICAL INDS LTD

0.00%

Shares308

Event2026-03-31

Filed2026-04-17

DUPONT DE NEMOURS INC

16.86%

Shares201

Event2026-03-31

Filed2026-04-17

CCL

CARNIVAL CORP

30.26%

Shares353

Event2026-03-31

Filed2026-04-17

HOOD

ROBINHOOD MKTS INC

17.27%

Shares129

Event2026-03-31

Filed2026-04-17

SOLSTICE ADVANCED MATLS INC

-42.93%

Shares117

Event2026-03-31

Filed2026-04-17

SNDK

SANDISK CORP

New

Shares14

Event2026-03-31

Filed2026-04-17

NICE

NICE LTD

0.00%

Shares80

Event2026-03-31

Filed2026-04-17

AGI

ALAMOS GOLD INC

-21.60%

Shares196

Event2026-03-31

Filed2026-04-17

GLAD

GLADSTONE CAP CORP

0.00%

Shares500

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ

New

Shares26

Event2026-03-31

Filed2026-04-17

JD.COM INC

136.36%

Shares286

Event2026-03-31

Filed2026-04-17

HAS

HASBRO INC

13.92%

Shares90

Event2026-03-31

Filed2026-04-17

CDNS

CADENCE DESIGN SYSTEM INC

-74.36%

Shares30

Event2026-03-31

Filed2026-04-17

ZETA

ZETA GLOBAL HOLDINGS CORP

0.00%

Shares521

Event2026-03-31

Filed2026-04-17

ARCC

ARES CAPITAL CORP

0.00%

Shares458

Event2026-03-31

Filed2026-04-17

DHR

DANAHER CORP DEL

New

Shares43

Event2026-03-31

Filed2026-04-17

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares18

Event2026-03-31

Filed2026-04-17

PEY

INVESCO EXCHANGE TRADED FD T

0.00%

Shares369

Event2026-03-31

Filed2026-04-17

ACHR

ARCHER AVIATION INC

190.48%

Shares1.5K

Event2026-03-31

Filed2026-04-17

SNOW

SNOWFLAKE INC

73.33%

Shares52

Event2026-03-31

Filed2026-04-17

EBAY

EBAY INC.

56.36%

Shares86

Event2026-03-31

Filed2026-04-17

APG

API GROUP CORP

-53.66%

Shares190

Event2026-03-31

Filed2026-04-17

EFAV

ISHARES TR

0.00%

Shares84

Event2026-03-31

Filed2026-04-17

BCE

BCE INC

0.00%

Shares300

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORPORATION

New

Shares23

Event2026-03-31

Filed2026-04-17

AIG

AMERICAN INTL GROUP INC

40.85%

Shares100

Event2026-03-31

Filed2026-04-17

FORD MTR CO

78.45%

Shares646

Event2026-03-31

Filed2026-04-17

CPB

THE CAMPBELLS COMPANY

2.50%

Shares328

Event2026-03-31

Filed2026-04-17

CMCSA

COMCAST CORP NEW

New

Shares253

Event2026-03-31

Filed2026-04-17

SPGI

S&P GLOBAL INC

New

Shares17

Event2026-03-31

Filed2026-04-17

ONDS

ONDAS INC

New

Shares796

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP

New

Shares8

Event2026-03-31

Filed2026-04-17

BABA

ALIBABA GROUP HLDG LTD

New

Shares57

Event2026-03-31

Filed2026-04-17

FANG

DIAMONDBACK ENERGY INC

157.14%

Shares36

Event2026-03-31

Filed2026-04-17

BP PLC

0.00%

Shares150

Event2026-03-31

Filed2026-04-17

PIPER SANDLER COMPANIES

New

Shares92

Event2026-03-31

Filed2026-04-17

SAP

SAP SE

0.00%

Shares41

Event2026-03-31

Filed2026-04-17

VODAFONE GROUP PLC

0.00%

Shares465

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

1400.00%

Shares30

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

5.59%

Shares151

Event2026-03-31

Filed2026-04-17

ASTRAZENECA PLC

New

Shares34

Event2026-03-31

Filed2026-04-17

CME

CME GROUP INC

New

Shares23

Event2026-03-31

Filed2026-04-17

AMSC

AMERICAN SUPERCONDUCTOR CORP

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

STM

STMICROELECTRONICS N V

0.00%

Shares195

Event2026-03-31

Filed2026-04-17

TIP

ISHARES TR

-42.31%

Shares60

Event2026-03-31

Filed2026-04-17

ETW

EATON VANCE TAX-MANAGED GLOB

-72.81%

Shares747

Event2026-03-31

Filed2026-04-17

FONR

FONAR CORP

0.00%

Shares353

Event2026-03-31

Filed2026-04-17

PNC

PNC FINL SVCS GROUP INC

675.00%

Shares31

Event2026-03-31

Filed2026-04-17

AEM

AGNICO EAGLE MINES LTD

-36.00%

Shares32

Event2026-03-31

Filed2026-04-17

TPC

TUTOR PERINI CORP

7.69%

Shares84

Event2026-03-31

Filed2026-04-17

PII

POLARIS INC

0.86%

Shares117

Event2026-03-31

Filed2026-04-17

HPE

HEWLETT PACKARD ENTERPRISE C

31.50%

Shares263

Event2026-03-31

Filed2026-04-17

MSTR

STRATEGY INC

0.00%

Shares50

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

0.00%

Shares67

Event2026-03-31

Filed2026-04-17

REGN

REGENERON PHARMACEUTICALS

New

Shares8

Event2026-03-31

Filed2026-04-17

AVXL

ANAVEX LIFE SCIENCES CORP

-37.05%

Shares2.0K

Event2026-03-31

Filed2026-04-17

UNL

UNITED STS 12 MONTH NAT GAS

0.00%

Shares889

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP

New

Shares149

Event2026-03-31

Filed2026-04-17

SHW

SHERWIN WILLIAMS CO

New

Shares19

Event2026-03-31

Filed2026-04-17

KROGER CO

New

Shares84

Event2026-03-31

Filed2026-04-17

AVUV

AMERICAN CENTY ETF TR

-14.29%

Shares54

Event2026-03-31

Filed2026-04-17

PGR

PROGRESSIVE CORP

New

Shares30

Event2026-03-31

Filed2026-04-17

GENERAL MTRS CO

433.33%

Shares80

Event2026-03-31

Filed2026-04-17

MAR

MARRIOTT INTL INC NEW

New

Shares18

Event2026-03-31

Filed2026-04-17

ZIM

ZIM INTEGRATED SHIPPING SERV

New

Shares223

Event2026-03-31

Filed2026-04-17

FTNT

FORTINET INC

129.03%

Shares71

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

20.00%

Shares6

Event2026-03-31

Filed2026-04-17

TTD

THE TRADE DESK INC

-79.84%

Shares252

Event2026-03-31

Filed2026-04-17

KHC

KRAFT HEINZ CO

50.00%

Shares249

Event2026-03-31

Filed2026-04-17

APP

APPLOVIN CORP

New

Shares14

Event2026-03-31

Filed2026-04-17

PAGP

PLAINS GP HLDGS L P

1.79%

Shares228

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC

New

Shares48

Event2026-03-31

Filed2026-04-17

FIX

COMFORT SYS USA INC

New

Shares4

Event2026-03-31

Filed2026-04-17

ICE

INTERCONTINENTAL EXCHANGE IN

New

Shares35

Event2026-03-31

Filed2026-04-17

EPRT

ESSENTIAL PPTYS RLTY TR INC

0.00%

Shares181

Event2026-03-31

Filed2026-04-17

PWR

QUANTA SVCS INC

New

Shares10

Event2026-03-31

Filed2026-04-17

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares27

Event2026-03-31

Filed2026-04-17

EFX

EQUIFAX INC

20.00%

Shares30

Event2026-03-31

Filed2026-04-17

HLT

HILTON WORLDWIDE HLDGS INC

New

Shares18

Event2026-03-31

Filed2026-04-17

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares33

Event2026-03-31

Filed2026-04-17

HBAN

HUNTINGTON BANCSHARES INC

23.57%

Shares346

Event2026-03-31

Filed2026-04-17

WDC

WESTERN DIGITAL CORP

New

Shares20

Event2026-03-31

Filed2026-04-17

FTC

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares35

Event2026-03-31

Filed2026-04-17

APD

AIR PRODUCTS AND CHEMICALS I

-48.65%

Shares19

Event2026-03-31

Filed2026-04-17

EXE

EXPAND ENERGY CORPORATION

New

Shares49

Event2026-03-31

Filed2026-04-17

BROS

DUTCH BROS INC

6.00%

Shares106

Event2026-03-31

Filed2026-04-17

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares269

Event2026-03-31

Filed2026-04-17

CRH PLC

New

Shares51

Event2026-03-31

Filed2026-04-17

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

-15.19%

Shares201

Event2026-03-31

Filed2026-04-17

FCPT

FOUR CORNERS PPTY TR INC

0.00%

Shares224

Event2026-03-31

Filed2026-04-17

DNN

DENISON MINES CORP

43.82%

Shares1.5K

Event2026-03-31

Filed2026-04-17

CLFD

CLEARFIELD INC

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares82

Event2026-03-31

Filed2026-04-17

MCO

MOODYS CORP

New

Shares12

Event2026-03-31

Filed2026-04-17

SILA

SILA REALTY TRUST INC

1.84%

Shares221

Event2026-03-31

Filed2026-04-17

MSI

MOTOROLA SOLUTIONS INC

New

Shares12

Event2026-03-31

Filed2026-04-17

ITW

ILLINOIS TOOL WKS INC

New

Shares20

Event2026-03-31

Filed2026-04-17

DFAW

DIMENSIONAL ETF TRUST

-82.46%

Shares70

Event2026-03-31

Filed2026-04-17

Call Option Holdings

UNH Call CallUNITEDHEALTH GROUP INC13.0K shares225.00%2026-03-312026-04-17

UNH Call

UNITEDHEALTH GROUP INC

225.00%

Shares13.0K

Event2026-03-31

Filed2026-04-17

Put Option Holdings

No put option holdings data available