Sponsored

The Analysis of Waterfront Wealth Inc.'s Holdings & P&L

Currently, Waterfront Wealth Inc. holds 283 types of securities in its portfolio with a total value $544.6M. In the most recent quarter, they have increased their positions in SGOV (+67.4K shares, valued at $6.8M), IHD (+485.9K shares, valued at $3.2M), PYPL (+65.3K shares, valued at $3.0M); decreased their positions in BGY (-487.1K shares, valued at $2.6M), N/A (-120.7K shares, valued at $1.8M), DFAC (-36.4K shares, valued at $1.4M); initiated new positions in IHD (+485.9K shares, valued at $3.2M), KD (+208.9K shares, valued at $2.7M), RMT (+208.7K shares, valued at $2.4M).

1M P&L

+12.8M+2.79%

3M P&L

+8.7M+1.89%

HY P&L

+34.2M+7.83%

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/A241.7M

50.8%

2Software - Infrastructure14.4M

3.0%

3Consumer Electronics13.0M

2.7%

Top Industries by Stock Count

1N/A105 stocks

40.9%

2Drug Manufacturers - General7 stocks

2.7%

3Semiconductors5 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.8K shares0.57%2026-03-312026-04-30

AAPL APPLE INC51.3K shares2.25%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR105.4K shares10.24%2026-03-312026-04-30

SGOV ISHARES TR106.1K shares174.02%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST260.4K shares-12.25%2026-03-312026-04-30

CSM PROSHARES TR134.3K shares23.07%2026-03-312026-04-30

BGY BLACKROCK ENHANCED INTL DIV1.8M shares-21.64%2026-03-312026-04-30

RVT ROYCE SMALL CAP TRUST INC564.6K shares-12.15%2026-03-312026-04-30

Sponsored

DFAS DIMENSIONAL ETF TRUST129.9K shares4.57%2026-03-312026-04-30

ALPHABET INC ALPHABET INC31.0K shares3.30%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS14.9K shares15.38%2026-03-312026-04-30

ADX ADAMS DIVERSIFIED EQUITY FD379.7K shares-1.46%2026-03-312026-04-30

TCAL T ROWE PRICE ETF INC343.2K shares13.59%2026-03-312026-04-30

BDJ BLACKROCK ENHANCED EQUITY DI837.7K shares7.61%2026-03-312026-04-30

CBSH COMMERCE BANCSHARES INC138.3K shares-1.45%2026-03-312026-04-30

MSFT MICROSOFT CORP16.7K shares9.37%2026-03-312026-04-30

Sponsored

JEF JEFFERIES FINANCIAL GROUP IN146.6K shares0.31%2026-03-312026-04-30

AVDE AMERICAN CENTY ETF TR70.6K shares16.23%2026-03-312026-04-30

JSI JANUS DETROIT STR TR116.1K shares21.88%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR71.1K shares20.42%2026-03-312026-04-30

FNDF SCHWAB STRATEGIC TR115.4K shares22.86%2026-03-312026-04-30

DFAU DIMENSIONAL ETF TRUST121.1K shares6.19%2026-03-312026-04-30

DUHP DIMENSIONAL ETF TRUST142.4K shares36.78%2026-03-312026-04-30

BN BROOKFIELD CORP110.8K shares-0.35%2026-03-312026-04-30

Sponsored

SPY STATE STR SPDR S&P 500 ETF T6.9K shares-0.10%2026-03-312026-04-30

AMZN AMAZON COM INC21.3K shares5.46%2026-03-312026-04-30

DIHP DIMENSIONAL ETF TRUST136.7K shares1.39%2026-03-312026-04-30

KKR & CO INC KKR & CO INC45.4K shares0.78%2026-03-312026-04-30

PYPL PAYPAL HLDGS INC91.6K shares247.49%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE C171.0K shares6.76%2026-03-312026-04-30

SUZ SUZANO S A405.4K shares2.24%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC40.8K shares-1.20%2026-03-312026-04-30

Sponsored

DFIC DIMENSIONAL ETF TRUST113.0K shares-12.27%2026-03-312026-04-30

DFAI DIMENSIONAL ETF TRUST103.0K shares2.22%2026-03-312026-04-30

EUFN ISHARES TR114.4K shares2.50%2026-03-312026-04-30

DLS WISDOMTREE TR47.1K shares-14.82%2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR37.9K shares-2.51%2026-03-312026-04-30

CRTO CRITEO S A208.9K shares47.37%2026-03-312026-04-30

AOD ABRDN TOTAL DYNAMIC DIVIDEND406.0K shares4.74%2026-03-312026-04-30

FNDA SCHWAB STRATEGIC TR113.1K shares26.13%2026-03-312026-04-30

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD39.2K shares-1.99%2026-03-312026-04-30

PAGS PAGSEGURO DIGITAL LTD359.6K shares6.25%2026-03-312026-04-30

M MACYS INC198.7K shares8.62%2026-03-312026-04-30

XPERI INC XPERI INC617.1K shares24.68%2026-03-312026-04-30

AVLC AMERICAN CENTY ETF TR44.5K shares10.44%2026-03-312026-04-30

DFEM DIMENSIONAL ETF TRUST94.2K shares-6.51%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP12.2K shares3.36%2026-03-312026-04-30

IHD VOYA EMERGING MKTS HIGH DIVI485.9K sharesnew addition2026-03-312026-04-30

Sponsored

SCHM SCHWAB STRATEGIC TR102.0K shares12.08%2026-03-312026-04-30

BROADCOM INC BROADCOM INC10.0K shares505.74%2026-03-312026-04-30

DFIS DIMENSIONAL ETF TRUST91.7K shares9.25%2026-03-312026-04-30

DXC DXC TECHNOLOGY CO240.7K shares8.96%2026-03-312026-04-30

AMARIN CORP PLC AMARIN CORP PLC203.3K shares42.65%2026-03-312026-04-30

DFAE DIMENSIONAL ETF TRUST86.4K shares-6.60%2026-03-312026-04-30

JAZZ JAZZ PHARMACEUTICALS PLC15.4K shares12.46%2026-03-312026-04-30

SNY SANOFI SA60.0K shares20.89%2026-03-312026-04-30

Sponsored

UNP UNION PAC CORP11.7K shares1.20%2026-03-312026-04-30

CSCO CISCO SYS INC36.4K shares7.04%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC13.5K shares5.72%2026-03-312026-04-30

KD KYNDRYL HLDGS INC208.9K sharesnew addition2026-03-312026-04-30

UNM UNUM GROUP37.4K shares17.24%2026-03-312026-04-30

SPYM SPDR SERIES TRUST35.4K shares487.89%2026-03-312026-04-30

PATH UIPATH INC241.0K shares525.33%2026-03-312026-04-30

BIDU BAIDU INC23.9K shares2.04%2026-03-312026-04-30

Sponsored

CSIQ CANADIAN SOLAR INC190.4K shares129.83%2026-03-312026-04-30

CVX CHEVRON CORPORATION12.7K shares10.65%2026-03-312026-04-30

VTRS VIATRIS INC193.8K shares-26.45%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F47.8K shares-0.45%2026-03-312026-04-30

MS MORGAN STANLEY15.4K shares3.63%2026-03-312026-04-30

DOLE DOLE PLC173.6K shares2.01%2026-03-312026-04-30

TFX TELEFLEX INCORPORATED20.6K shares22.44%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO8.1K shares-18.42%2026-03-312026-04-30

Sponsored

RMT ROYCE MICRO-CAP TR INC208.7K sharesnew addition2026-03-312026-04-30

ATEX ANTERIX INC60.0K shares23.30%2026-03-312026-04-30

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC23.0K shares10.12%2026-03-312026-04-30

ABBV ABBVIE INC10.5K shares4.41%2026-03-312026-04-30

BTT BLACKROCK MUN TARGET TERM TR99.3K shares-1.93%2026-03-312026-04-30

ASIX ADVANSIX INC91.9K shares36.66%2026-03-312026-04-30

BHF BRIGHTHOUSE FINL INC37.4K shares6.67%2026-03-312026-04-30

IPGP IPG PHOTONICS CORP19.5K shares-26.12%2026-03-312026-04-30

Sponsored

NVDA NVIDIA CORPORATION12.8K shares1.15%2026-03-312026-04-30

COUR COURSERA INC364.3K shares98.05%2026-03-312026-04-30

LEA LEAR CORP17.4K shares0.51%2026-03-312026-04-30

ALLY ALLY FINL INC51.9K shares6.40%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO33.2K shares4.45%2026-03-312026-04-30

WMT WALMART INC16.1K shares2.23%2026-03-312026-04-30

RTX RTX CORPORATION10.2K shares-24.30%2026-03-312026-04-30

FNDC SCHWAB STRATEGIC TR42.0K shares15.50%2026-03-312026-04-30

Sponsored

GRMN GARMIN LTD8.3K shares43.86%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC5.7K shares-0.12%2026-03-312026-04-30

FV FIRST TR EXCHANGE TRADED FD31.3K shares-1.40%2026-03-312026-04-30

LVS LAS VEGAS SANDS CORP34.5K shares45.78%2026-03-312026-04-30

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY23.3K shares4.10%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC3.7K shares4.52%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO5.7K shares-21.53%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC16.0K shares27.16%2026-03-312026-04-30

Sponsored

MCD MCDONALDS CORP5.7K shares4.20%2026-03-312026-04-30

XOM EXXON MOBIL CORP10.4K shares13.28%2026-03-312026-04-30

TSLA TESLA INC4.7K shares-4.10%2026-03-312026-04-30

ODFL OLD DOMINION FREIGHT LINE IN8.8K shares5.74%2026-03-312026-04-30

DGS WISDOMTREE TR28.4K shares18.15%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC.25.5K shares5.44%2026-03-312026-04-30

SLB SLB LIMITED31.8K sharesnew addition2026-03-312026-04-30

AVUS AMERICAN CENTY ETF TR14.7K shares-1.12%2026-03-312026-04-30

Sponsored

BLACKSTONE INC BLACKSTONE INC14.1K shares20.00%2026-03-312026-04-30

NDAQ NASDAQ INC19.0K shares5.62%2026-03-312026-04-30

IVV ISHARES TR2.5K shares-1.68%2026-03-312026-04-30

KOP KOPPERS HOLDINGS INC41.5K shares-21.95%2026-03-312026-04-30

EMR EMERSON ELEC CO12.0K shares5.35%2026-03-312026-04-30

ALPHABET INC ALPHABET INC5.4K shares-0.46%2026-03-312026-04-30

PG PROCTER & GAMBLE CO10.7K shares0.99%2026-03-312026-04-30

NFLX NETFLIX INC.15.9K shares1.69%2026-03-312026-04-30

Sponsored

AON PLC AON PLC4.7K shares23.83%2026-03-312026-04-30

BOND PIMCO ETF TR16.1K shares23.57%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC1.5K shares0.00%2026-03-312026-04-30

CNQ CANADIAN NAT RES LTD MED TER30.4K shares5.22%2026-03-312026-04-30

VRSN VERISIGN INC5.8K shares6.44%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN9.1K shares12.36%2026-03-312026-04-30

BSVO EA SERIES TRUST55.2K shares0.00%2026-03-312026-04-30

Sponsored

VALE VALE S A86.8K shares9.91%2026-03-312026-04-30

MA MASTERCARD INCORPORATED2.7K shares11.15%2026-03-312026-04-30

EL LAUDER ESTEE COS INC19.0K shares6.19%2026-03-312026-04-30

ZTS ZOETIS INC11.4K shares5.45%2026-03-312026-04-30

GM GENERAL MTRS CO18.0K shares-0.36%2026-03-312026-04-30

ADBE ADOBE INC5.5K shares41.03%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP16.3K shares5.74%2026-03-312026-04-30

OSK OSHKOSH CORP8.9K shares0.00%2026-03-312026-04-30

Sponsored

FDP FRESH DEL MONTE PRODUCE INC31.9K shares2.93%2026-03-312026-04-30

CG CARLYLE GROUP INC26.1K shares0.00%2026-03-312026-04-30

EMBJ EMBRAER S.A.20.9K shares-0.08%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR26.8K shares1.93%2026-03-312026-04-30

LOW LOWES COS INC5.2K shares4.68%2026-03-312026-04-30

NOW SERVICENOW INC11.7K sharesnew addition2026-03-312026-04-30

DES WISDOMTREE TR33.8K shares-1.14%2026-03-312026-04-30

HSY HERSHEY CO5.8K shares4.99%2026-03-312026-04-30

Sponsored

NOK NOKIA CORP150.0K shares-52.84%2026-03-312026-04-30

BTZ BLACKROCK CR ALLOCATION116.4K shares4.03%2026-03-312026-04-30

KR KROGER CO16.1K shares0.51%2026-03-312026-04-30

DQ DAQO NEW ENERGY CORP54.6K shares0.00%2026-03-312026-04-30

IWF ISHARES TR2.7K shares0.00%2026-03-312026-04-30

V VISA INC3.8K shares3.40%2026-03-312026-04-30

LYB LYONDELLBASELL INDUSTRIES NV13.9K sharesnew addition2026-03-312026-04-30

IWB ISHARES TR3.1K shares-0.94%2026-03-312026-04-30

Sponsored

FRME FIRST MERCHANTS CORP28.2K shares0.99%2026-03-312026-04-30

WDAY WORKDAY INC8.1K shares11.20%2026-03-312026-04-30

QSR RESTAURANT BRANDS INTL INC14.2K shares5.78%2026-03-312026-04-30

QIAGEN NV QIAGEN NV26.2K sharesnew addition2026-03-312026-04-30

CHRD CHORD ENERGY CORPORATION7.4K sharesnew addition2026-03-312026-04-30

ADSK AUTODESK INC4.4K shares5.44%2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO22.8K shares4.83%2026-03-312026-04-30

JPIE J P MORGAN EXCHANGE TRADED F21.8K shares12.51%2026-03-312026-04-30

Sponsored

BABA ALIBABA GROUP HLDG LTD7.8K shares0.20%2026-03-312026-04-30

HBM HUDBAY MINERALS INC46.7K shares18.41%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC2.2K shares4.23%2026-03-312026-04-30

VUG VANGUARD INDEX FDS2.2K shares-0.76%2026-03-312026-04-30

AGNC AGNC INVT CORP95.5K shares-46.12%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD14.0K shares0.50%2026-03-312026-04-30

EOG EOG RES INC6.5K sharesnew addition2026-03-312026-04-30

FDT FIRST TR EXCH TRD ALPHDX FD10.6K shares0.00%2026-03-312026-04-30

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC8.1K shares5.43%2026-03-312026-04-30

FEGE RBB FUND TRUST18.9K shares20.75%2026-03-312026-04-30

BAC BANK AMERICA CORP18.2K shares-0.55%2026-03-312026-04-30

VTV VANGUARD INDEX FDS4.5K shares-1.81%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS13.7K shares-1.89%2026-03-312026-04-30

FTGC FIRST TR EXCHANGE TRAD FD VI30.1K shares0.00%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC15.0K shares5.36%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR1.5K shares0.20%2026-03-312026-04-30

Sponsored

ET ENERGY TRANSFER L P44.4K shares0.02%2026-03-312026-04-30

CGMS CAPITAL GRP FIXED INCM ETF T30.7K shares9.42%2026-03-312026-04-30

THOMSON REUTERS CORP THOMSON REUTERS CORP9.3K sharesnew addition2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II16.0K shares-6.04%2026-03-312026-04-30

DFAX DIMENSIONAL ETF TRUST24.2K shares0.11%2026-03-312026-04-30

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD18.4K shares-0.33%2026-03-312026-04-30

AEE AMEREN CORP7.3K shares0.00%2026-03-312026-04-30

DFAW DIMENSIONAL ETF TRUST10.4K shares2.98%2026-03-312026-04-30

Sponsored

ORLY OREILLY AUTOMOTIVE INC8.2K shares-0.23%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON3.1K shares5.31%2026-03-312026-04-30

IWD ISHARES TR3.5K shares-0.06%2026-03-312026-04-30

VODAFONE GROUP PLC VODAFONE GROUP PLC49.7K shares-70.81%2026-03-312026-04-30

LNTH LANTHEUS HLDGS INC9.8K shares-46.85%2026-03-312026-04-30

SBRA SABRA HEALTH CARE REIT INC38.7K shares0.24%2026-03-312026-04-30

PTON PELOTON INTERACTIVE INC171.0K sharesnew addition2026-03-312026-04-30

DB DEUTSCHE BK AG24.6K shares177.60%2026-03-312026-04-30

Sponsored

VOT VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP3.4K shares79.11%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC853 shares0.00%2026-03-312026-04-30

META META PLATFORMS INC1.3K shares0.00%2026-03-312026-04-30

AIRR FIRST TR EXCHANGE TRADED FD6.5K shares3.66%2026-03-312026-04-30

FLBL FRANKLIN TEMPLETON ETF TR29.1K shares17.52%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE2.3K shares0.00%2026-03-312026-04-30

EWY ISHARES INC5.3K shares-37.39%2026-03-312026-04-30

Sponsored

DFIV DIMENSIONAL ETF TRUST11.4K shares0.00%2026-03-312026-04-30

TDIV FIRST TR EXCHANGE TRADED FD6.2K shares0.00%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO2.3K shares-0.13%2026-03-312026-04-30

CMI CUMMINS INC1.0K shares0.00%2026-03-312026-04-30

PEP PEPSICO INC3.4K shares4.19%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.70%2026-03-312026-04-30

ORCL ORACLE CORP3.6K shares28.42%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR17.9K shares-0.35%2026-03-312026-04-30

Sponsored

T AT&T INC17.7K shares1.23%2026-03-312026-04-30

BIIB BIOGEN INC2.7K shares-0.79%2026-03-312026-04-30

GEV GE VERNOVA INC576 shares0.00%2026-03-312026-04-30

EVRG EVERGY INC6.1K shares0.00%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC1.8K sharesnew addition2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS3.3K shares-14.24%2026-03-312026-04-30

QCRH QCR HLDGS INC5.6K shares0.00%2026-03-312026-04-30

PWR QUANTA SVCS INC865 sharesnew addition2026-03-312026-04-30

Sponsored

CBRE CBRE GROUP INC3.5K shares0.00%2026-03-312026-04-30

GLW CORNING INC3.5K shares0.00%2026-03-312026-04-30

SBUX STARBUCKS CORP5.2K shares0.00%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L12.2K shares-0.69%2026-03-312026-04-30

PFE PFIZER INC16.3K shares-9.90%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR15.6K shares0.00%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP641 shares0.00%2026-03-312026-04-30

F FORD MTR CO37.7K shares-0.59%2026-03-312026-04-30

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD9.3K shares2.99%2026-03-312026-04-30

FTRI FIRST TR EXCHANGE-TRADED FD24.1K shares0.31%2026-03-312026-04-30

SAN BANCO SANTANDER SA37.7K shares0.00%2026-03-312026-04-30

LNG CHENIERE ENERGY INC1.5K shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC8.3K shares-2.69%2026-03-312026-04-30

PSBD PALMER SQUARE CAPITAL BDC IN42.3K sharesnew addition2026-03-312026-04-30

VTI VANGUARD INDEX FDS1.3K shares-1.91%2026-03-312026-04-30

COP CONOCOPHILLIPS3.1K shares26.74%2026-03-312026-04-30

Sponsored

DGRW WISDOMTREE TR4.4K shares0.00%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-10.64%2026-03-312026-04-30

AFL AFLAC INC3.4K shares0.00%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION367 shares13.98%2026-03-312026-04-30

FYC FIRST TR EXCHANGE-TRADED ALP3.8K shares0.00%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR11.8K shares-3.84%2026-03-312026-04-30

IWR ISHARES TR3.7K shares-4.45%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR2.7K shares0.00%2026-03-312026-04-30

Sponsored

FNDE SCHWAB STRATEGIC TR9.2K shares0.68%2026-03-312026-04-30

BEP BROOKFIELD RENEWABLE ENERGY10.6K shares0.00%2026-03-312026-04-30

DE DEERE & CO607 shares0.00%2026-03-312026-04-30

DIS DISNEY WALT CO3.5K shares-0.14%2026-03-312026-04-30

FDL FIRST TR EXCHANGE-TRADED FD6.6K shares0.00%2026-03-312026-04-30

MOS MOSAIC CO12.8K sharesnew addition2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST6.7K shares0.00%2026-03-312026-04-30

HD HOME DEPOT INC949 shares0.00%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC2.4K shares27.49%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR9.8K shares0.00%2026-03-312026-04-30

DGRO ISHARES TR4.1K shares-0.43%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD7.3K shares0.00%2026-03-312026-04-30

RCKY ROCKY BRANDS INC7.5K shares-58.52%2026-03-312026-04-30

FAST FASTENAL CO6.2K shares0.00%2026-03-312026-04-30

HON HONEYWELL INTL INC1.2K shares4.11%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-30

Sponsored

SCHF SCHWAB STRATEGIC TR11.1K shares-4.65%2026-03-312026-04-30

VTS VITESSE ENERGY INC14.9K shares-0.45%2026-03-312026-04-30

XBI SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-30

MBSF VALUED ADVISERS TR10.2K sharesnew addition2026-03-312026-04-30

INDA ISHARES TR5.4K shares0.00%2026-03-312026-04-30

LLY ELI LILLY & CO276 shares1.10%2026-03-312026-04-30

GDV GABELLI DIVID & INCOME TR9.4K shares0.00%2026-03-312026-04-30

BA BOEING CO1.3K shares0.00%2026-03-312026-04-30

Sponsored

BLW BLACKROCK LTD DURATION INCOM20.0K shares-1.68%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC4.2K shares1.37%2026-03-312026-04-30

IFV FIRST TR EXCHANGE TRADED FD9.8K shares0.00%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2026-03-312026-04-30

AVLV AMERICAN CENTY ETF TR3.0K shares0.03%2026-03-312026-04-30

IJR ISHARES TR1.9K shares-0.78%2026-03-312026-04-30

PGR PROGRESSIVE CORP1.2K shares-0.08%2026-03-312026-04-30

ENB ENBRIDGE INC4.2K shares0.00%2026-03-312026-04-30

Sponsored

AMAT APPLIED MATLS INC669 shares0.00%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP663 shares6.76%2026-03-312026-04-30

IDA IDACORP INC1.6K shares0.63%2026-03-312026-04-30

KO COCA COLA CO2.9K shares0.00%2026-03-312026-04-30

PAA PLAINS ALL AMERN PIPELINE L10.0K sharesnew addition2026-03-312026-04-30

FEZ SPDR INDEX SHS FDS3.6K shares0.00%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-04-30

ITOT ISHARES TR1.5K shares0.00%2026-03-312026-04-30

Sponsored

DMBS DOUBLELINE ETF TRUST4.3K sharesnew addition2026-03-312026-04-30

COIN COINBASE GLOBAL INC1.2K sharesnew addition2026-03-312026-04-30

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-04-30

CL COLGATE PALMOLIVE CO2.4K shares-3.98%2026-03-312026-04-30

BME BLACKROCK HEALTH SCIENCES TR5.3K shares0.00%2026-03-312026-04-30

HLIT HARMONIC INC21.6K shares-0.32%2026-03-312026-04-30

JPC NUVEEN PFD & INCOME OPPORTUN18.8K shares-9.10%2026-03-312026-04-30

TRX GOLD CORPORATION TRX GOLD CORPORATION75.2K shares0.00%2026-03-312026-04-30

Sponsored

EMD WESTERN ASSET EMERGING MKTS10.7K sharesnew addition2026-03-312026-04-30

EXG EATON VANCE TAX-MANAGED GLOB12.1K shares-3.81%2026-03-312026-04-30

TEI TEMPLETON EMERGING MKTS INCO13.8K shares-13.33%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL

0.57%

Shares30.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

2.25%

Shares51.3K

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTY ETF TR

10.24%

Shares105.4K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES TR

174.02%

Shares106.1K

Event2026-03-31

Filed2026-04-30

DFAC

DIMENSIONAL ETF TRUST

-12.25%

Shares260.4K

Event2026-03-31

Filed2026-04-30

CSM

PROSHARES TR

23.07%

Shares134.3K

Event2026-03-31

Filed2026-04-30

BGY

BLACKROCK ENHANCED INTL DIV

-21.64%

Shares1.8M

Event2026-03-31

Filed2026-04-30

RVT

ROYCE SMALL CAP TRUST INC

-12.15%

Shares564.6K

Event2026-03-31

Filed2026-04-30

DFAS

DIMENSIONAL ETF TRUST

4.57%

Shares129.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

3.30%

Shares31.0K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

15.38%

Shares14.9K

Event2026-03-31

Filed2026-04-30

ADX

ADAMS DIVERSIFIED EQUITY FD

-1.46%

Shares379.7K

Event2026-03-31

Filed2026-04-30

TCAL

T ROWE PRICE ETF INC

13.59%

Shares343.2K

Event2026-03-31

Filed2026-04-30

BDJ

BLACKROCK ENHANCED EQUITY DI

7.61%

Shares837.7K

Event2026-03-31

Filed2026-04-30

CBSH

COMMERCE BANCSHARES INC

-1.45%

Shares138.3K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

9.37%

Shares16.7K

Event2026-03-31

Filed2026-04-30

JEF

JEFFERIES FINANCIAL GROUP IN

0.31%

Shares146.6K

Event2026-03-31

Filed2026-04-30

AVDE

AMERICAN CENTY ETF TR

16.23%

Shares70.6K

Event2026-03-31

Filed2026-04-30

JSI

JANUS DETROIT STR TR

21.88%

Shares116.1K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

20.42%

Shares71.1K

Event2026-03-31

Filed2026-04-30

FNDF

SCHWAB STRATEGIC TR

22.86%

Shares115.4K

Event2026-03-31

Filed2026-04-30

DFAU

DIMENSIONAL ETF TRUST

6.19%

Shares121.1K

Event2026-03-31

Filed2026-04-30

DUHP

DIMENSIONAL ETF TRUST

36.78%

Shares142.4K

Event2026-03-31

Filed2026-04-30

BROOKFIELD CORP

-0.35%

Shares110.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-0.10%

Shares6.9K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

5.46%

Shares21.3K

Event2026-03-31

Filed2026-04-30

DIHP

DIMENSIONAL ETF TRUST

1.39%

Shares136.7K

Event2026-03-31

Filed2026-04-30

KKR & CO INC

0.78%

Shares45.4K

Event2026-03-31

Filed2026-04-30

PYPL

PAYPAL HLDGS INC

247.49%

Shares91.6K

Event2026-03-31

Filed2026-04-30

HPE

HEWLETT PACKARD ENTERPRISE C

6.76%

Shares171.0K

Event2026-03-31

Filed2026-04-30

SUZ

SUZANO S A

2.24%

Shares405.4K

Event2026-03-31

Filed2026-04-30

UPS

UNITED PARCEL SVCS INC

-1.20%

Shares40.8K

Event2026-03-31

Filed2026-04-30

DFIC

DIMENSIONAL ETF TRUST

-12.27%

Shares113.0K

Event2026-03-31

Filed2026-04-30

DFAI

DIMENSIONAL ETF TRUST

2.22%

Shares103.0K

Event2026-03-31

Filed2026-04-30

EUFN

ISHARES TR

2.50%

Shares114.4K

Event2026-03-31

Filed2026-04-30

DLS

WISDOMTREE TR

-14.82%

Shares47.1K

Event2026-03-31

Filed2026-04-30

AVDV

AMERICAN CENTY ETF TR

-2.51%

Shares37.9K

Event2026-03-31

Filed2026-04-30

CRTO

CRITEO S A

47.37%

Shares208.9K

Event2026-03-31

Filed2026-04-30

AOD

ABRDN TOTAL DYNAMIC DIVIDEND

4.74%

Shares406.0K

Event2026-03-31

Filed2026-04-30

FNDA

SCHWAB STRATEGIC TR

26.13%

Shares113.1K

Event2026-03-31

Filed2026-04-30

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.99%

Shares39.2K

Event2026-03-31

Filed2026-04-30

PAGS

PAGSEGURO DIGITAL LTD

6.25%

Shares359.6K

Event2026-03-31

Filed2026-04-30

MACYS INC

8.62%

Shares198.7K

Event2026-03-31

Filed2026-04-30

XPERI INC

24.68%

Shares617.1K

Event2026-03-31

Filed2026-04-30

AVLC

AMERICAN CENTY ETF TR

10.44%

Shares44.5K

Event2026-03-31

Filed2026-04-30

DFEM

DIMENSIONAL ETF TRUST

-6.51%

Shares94.2K

Event2026-03-31

Filed2026-04-30

THE CIGNA GROUP

3.36%

Shares12.2K

Event2026-03-31

Filed2026-04-30

IHD

VOYA EMERGING MKTS HIGH DIVI

New

Shares485.9K

Event2026-03-31

Filed2026-04-30

SCHM

SCHWAB STRATEGIC TR

12.08%

Shares102.0K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

505.74%

Shares10.0K

Event2026-03-31

Filed2026-04-30

DFIS

DIMENSIONAL ETF TRUST

9.25%

Shares91.7K

Event2026-03-31

Filed2026-04-30

DXC

DXC TECHNOLOGY CO

8.96%

Shares240.7K

Event2026-03-31

Filed2026-04-30

AMARIN CORP PLC

42.65%

Shares203.3K

Event2026-03-31

Filed2026-04-30

DFAE

DIMENSIONAL ETF TRUST

-6.60%

Shares86.4K

Event2026-03-31

Filed2026-04-30

JAZZ

JAZZ PHARMACEUTICALS PLC

12.46%

Shares15.4K

Event2026-03-31

Filed2026-04-30

SNY

SANOFI SA

20.89%

Shares60.0K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP

1.20%

Shares11.7K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

7.04%

Shares36.4K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

5.72%

Shares13.5K

Event2026-03-31

Filed2026-04-30

KYNDRYL HLDGS INC

New

Shares208.9K

Event2026-03-31

Filed2026-04-30

UNM

UNUM GROUP

17.24%

Shares37.4K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

487.89%

Shares35.4K

Event2026-03-31

Filed2026-04-30

PATH

UIPATH INC

525.33%

Shares241.0K

Event2026-03-31

Filed2026-04-30

BIDU

BAIDU INC

2.04%

Shares23.9K

Event2026-03-31

Filed2026-04-30

CSIQ

CANADIAN SOLAR INC

129.83%

Shares190.4K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

10.65%

Shares12.7K

Event2026-03-31

Filed2026-04-30

VTRS

VIATRIS INC

-26.45%

Shares193.8K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

-0.45%

Shares47.8K

Event2026-03-31

Filed2026-04-30

MORGAN STANLEY

3.63%

Shares15.4K

Event2026-03-31

Filed2026-04-30

DOLE

DOLE PLC

2.01%

Shares173.6K

Event2026-03-31

Filed2026-04-30

TFX

TELEFLEX INCORPORATED

22.44%

Shares20.6K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-18.42%

Shares8.1K

Event2026-03-31

Filed2026-04-30

RMT

ROYCE MICRO-CAP TR INC

New

Shares208.7K

Event2026-03-31

Filed2026-04-30

ATEX

ANTERIX INC

23.30%

Shares60.0K

Event2026-03-31

Filed2026-04-30

MARVELL TECHNOLOGY INC

10.12%

Shares23.0K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

4.41%

Shares10.5K

Event2026-03-31

Filed2026-04-30

BTT

BLACKROCK MUN TARGET TERM TR

-1.93%

Shares99.3K

Event2026-03-31

Filed2026-04-30

ASIX

ADVANSIX INC

36.66%

Shares91.9K

Event2026-03-31

Filed2026-04-30

BHF

BRIGHTHOUSE FINL INC

6.67%

Shares37.4K

Event2026-03-31

Filed2026-04-30

IPGP

IPG PHOTONICS CORP

-26.12%

Shares19.5K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

1.15%

Shares12.8K

Event2026-03-31

Filed2026-04-30

COUR

COURSERA INC

98.05%

Shares364.3K

Event2026-03-31

Filed2026-04-30

LEA

LEAR CORP

0.51%

Shares17.4K

Event2026-03-31

Filed2026-04-30

ALLY

ALLY FINL INC

6.40%

Shares51.9K

Event2026-03-31

Filed2026-04-30

BMY

BRISTOL-MYERS SQUIBB CO

4.45%

Shares33.2K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

2.23%

Shares16.1K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

-24.30%

Shares10.2K

Event2026-03-31

Filed2026-04-30

FNDC

SCHWAB STRATEGIC TR

15.50%

Shares42.0K

Event2026-03-31

Filed2026-04-30

GRMN

GARMIN LTD

43.86%

Shares8.3K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

-0.12%

Shares5.7K

Event2026-03-31

Filed2026-04-30

FIRST TR EXCHANGE TRADED FD

-1.40%

Shares31.3K

Event2026-03-31

Filed2026-04-30

LVS

LAS VEGAS SANDS CORP

45.78%

Shares34.5K

Event2026-03-31

Filed2026-04-30

CANADIAN PACIFIC KANSAS CITY

4.10%

Shares23.3K

Event2026-03-31

Filed2026-04-30

TMO

THERMO FISHER SCIENTIFIC INC

4.52%

Shares3.7K

Event2026-03-31

Filed2026-04-30

SHW

SHERWIN WILLIAMS CO

-21.53%

Shares5.7K

Event2026-03-31

Filed2026-04-30

CITIGROUP INC

27.16%

Shares16.0K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

4.20%

Shares5.7K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

13.28%

Shares10.4K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

-4.10%

Shares4.7K

Event2026-03-31

Filed2026-04-30

ODFL

OLD DOMINION FREIGHT LINE IN

5.74%

Shares8.8K

Event2026-03-31

Filed2026-04-30

DGS

WISDOMTREE TR

18.15%

Shares28.4K

Event2026-03-31

Filed2026-04-30

MCHP

MICROCHIP TECHNOLOGY INC.

5.44%

Shares25.5K

Event2026-03-31

Filed2026-04-30

SLB

SLB LIMITED

New

Shares31.8K

Event2026-03-31

Filed2026-04-30

AVUS

AMERICAN CENTY ETF TR

-1.12%

Shares14.7K

Event2026-03-31

Filed2026-04-30

BLACKSTONE INC

20.00%

Shares14.1K

Event2026-03-31

Filed2026-04-30

NDAQ

NASDAQ INC

5.62%

Shares19.0K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-1.68%

Shares2.5K

Event2026-03-31

Filed2026-04-30

KOP

KOPPERS HOLDINGS INC

-21.95%

Shares41.5K

Event2026-03-31

Filed2026-04-30

EMR

EMERSON ELEC CO

5.35%

Shares12.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-0.46%

Shares5.4K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

0.99%

Shares10.7K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC.

1.69%

Shares15.9K

Event2026-03-31

Filed2026-04-30

AON PLC

23.83%

Shares4.7K

Event2026-03-31

Filed2026-04-30

BOND

PIMCO ETF TR

23.57%

Shares16.1K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-30

CNQ

CANADIAN NAT RES LTD MED TER

5.22%

Shares30.4K

Event2026-03-31

Filed2026-04-30

VRSN

VERISIGN INC

6.44%

Shares5.8K

Event2026-03-31

Filed2026-04-30

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-30

ICE

INTERCONTINENTAL EXCHANGE IN

12.36%

Shares9.1K

Event2026-03-31

Filed2026-04-30

BSVO

EA SERIES TRUST

0.00%

Shares55.2K

Event2026-03-31

Filed2026-04-30

VALE

VALE S A

9.91%

Shares86.8K

Event2026-03-31

Filed2026-04-30

MASTERCARD INCORPORATED

11.15%

Shares2.7K

Event2026-03-31

Filed2026-04-30

LAUDER ESTEE COS INC

6.19%

Shares19.0K

Event2026-03-31

Filed2026-04-30

ZTS

ZOETIS INC

5.45%

Shares11.4K

Event2026-03-31

Filed2026-04-30

GENERAL MTRS CO

-0.36%

Shares18.0K

Event2026-03-31

Filed2026-04-30

ADBE

ADOBE INC

41.03%

Shares5.5K

Event2026-03-31

Filed2026-04-30

EDWARDS LIFESCIENCES CORP

5.74%

Shares16.3K

Event2026-03-31

Filed2026-04-30

OSK

OSHKOSH CORP

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-30

FDP

FRESH DEL MONTE PRODUCE INC

2.93%

Shares31.9K

Event2026-03-31

Filed2026-04-30

CARLYLE GROUP INC

0.00%

Shares26.1K

Event2026-03-31

Filed2026-04-30

EMBJ

EMBRAER S.A.

-0.08%

Shares20.9K

Event2026-03-31

Filed2026-04-30

FBND

FIDELITY MERRIMACK STR TR

1.93%

Shares26.8K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC

4.68%

Shares5.2K

Event2026-03-31

Filed2026-04-30

NOW

SERVICENOW INC

New

Shares11.7K

Event2026-03-31

Filed2026-04-30

DES

WISDOMTREE TR

-1.14%

Shares33.8K

Event2026-03-31

Filed2026-04-30

HSY

HERSHEY CO

4.99%

Shares5.8K

Event2026-03-31

Filed2026-04-30

NOK

NOKIA CORP

-52.84%

Shares150.0K

Event2026-03-31

Filed2026-04-30

BTZ

BLACKROCK CR ALLOCATION

4.03%

Shares116.4K

Event2026-03-31

Filed2026-04-30

KROGER CO

0.51%

Shares16.1K

Event2026-03-31

Filed2026-04-30

DAQO NEW ENERGY CORP

0.00%

Shares54.6K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-30

VISA INC

3.40%

Shares3.8K

Event2026-03-31

Filed2026-04-30

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares13.9K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

-0.94%

Shares3.1K

Event2026-03-31

Filed2026-04-30

FRME

FIRST MERCHANTS CORP

0.99%

Shares28.2K

Event2026-03-31

Filed2026-04-30

WDAY

WORKDAY INC

11.20%

Shares8.1K

Event2026-03-31

Filed2026-04-30

QSR

RESTAURANT BRANDS INTL INC

5.78%

Shares14.2K

Event2026-03-31

Filed2026-04-30

QIAGEN NV

New

Shares26.2K

Event2026-03-31

Filed2026-04-30

CHRD

CHORD ENERGY CORPORATION

New

Shares7.4K

Event2026-03-31

Filed2026-04-30

ADSK

AUTODESK INC

5.44%

Shares4.4K

Event2026-03-31

Filed2026-04-30

TSCO

TRACTOR SUPPLY CO

4.83%

Shares22.8K

Event2026-03-31

Filed2026-04-30

JPIE

J P MORGAN EXCHANGE TRADED F

12.51%

Shares21.8K

Event2026-03-31

Filed2026-04-30

BABA

ALIBABA GROUP HLDG LTD

0.20%

Shares7.8K

Event2026-03-31

Filed2026-04-30

HBM

HUDBAY MINERALS INC

18.41%

Shares46.7K

Event2026-03-31

Filed2026-04-30

VRTX

VERTEX PHARMACEUTICALS INC

4.23%

Shares2.2K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-0.76%

Shares2.2K

Event2026-03-31

Filed2026-04-30

AGNC

AGNC INVT CORP

-46.12%

Shares95.5K

Event2026-03-31

Filed2026-04-30

RDVY

FIRST TR EXCHANGE TRADED FD

0.50%

Shares14.0K

Event2026-03-31

Filed2026-04-30

EOG

EOG RES INC

New

Shares6.5K

Event2026-03-31

Filed2026-04-30

FDT

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-30

APOLLO GLOBAL MGMT INC

5.43%

Shares8.1K

Event2026-03-31

Filed2026-04-30

FEGE

RBB FUND TRUST

20.75%

Shares18.9K

Event2026-03-31

Filed2026-04-30

BAC

BANK AMERICA CORP

-0.55%

Shares18.2K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

-1.81%

Shares4.5K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-1.89%

Shares13.7K

Event2026-03-31

Filed2026-04-30

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.00%

Shares30.1K

Event2026-03-31

Filed2026-04-30

MDLZ

MONDELEZ INTL INC

5.36%

Shares15.0K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-30

ENERGY TRANSFER L P

0.02%

Shares44.4K

Event2026-03-31

Filed2026-04-30

CGMS

CAPITAL GRP FIXED INCM ETF T

9.42%

Shares30.7K

Event2026-03-31

Filed2026-04-30

THOMSON REUTERS CORP

New

Shares9.3K

Event2026-03-31

Filed2026-04-30

BINC

BLACKROCK ETF TRUST II

-6.04%

Shares16.0K

Event2026-03-31

Filed2026-04-30

DFAX

DIMENSIONAL ETF TRUST

0.11%

Shares24.2K

Event2026-03-31

Filed2026-04-30

BROOKFIELD ASSET MANAGMT LTD

-0.33%

Shares18.4K

Event2026-03-31

Filed2026-04-30

AEE

AMEREN CORP

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-30

DFAW

DIMENSIONAL ETF TRUST

2.98%

Shares10.4K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC

-0.23%

Shares8.2K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

5.31%

Shares3.1K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

-0.06%

Shares3.5K

Event2026-03-31

Filed2026-04-30

VODAFONE GROUP PLC

-70.81%

Shares49.7K

Event2026-03-31

Filed2026-04-30

LNTH

LANTHEUS HLDGS INC

-46.85%

Shares9.8K

Event2026-03-31

Filed2026-04-30

SBRA

SABRA HEALTH CARE REIT INC

0.24%

Shares38.7K

Event2026-03-31

Filed2026-04-30

PTON

PELOTON INTERACTIVE INC

New

Shares171.0K

Event2026-03-31

Filed2026-04-30

DEUTSCHE BK AG

177.60%

Shares24.6K

Event2026-03-31

Filed2026-04-30

VOT

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

79.11%

Shares3.4K

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC

0.00%

Shares853

Event2026-03-31

Filed2026-04-30