The Analysis of WCG Wealth Advisors LLC's Holdings & P&L


Currently, WCG Wealth Advisors LLC holds 519 types of securities in its portfolio with a total value $3.6B. In the most recent quarter, they have increased their positions in TMB (+1.7M shares, valued at $44.3M), MFSB (+1.7M shares, valued at $42.1M), AGGH (+1.9M shares, valued at $38.0M); decreased their positions in HTRB (-1.5M shares, valued at $49.9M), SPY (-50.0K shares, valued at $32.5M), IEI (-252.7K shares, valued at $30.0M); initiated new positions in TMB (+1.7M shares, valued at $44.3M), MFSB (+1.7M shares, valued at $42.1M), AGGH (+1.9M shares, valued at $38.0M).


1M P&L
+18.0M+0.52%
3M P&L
+69.7M+2.02%
HY P&L
+209.2M+6.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.2B
67.7%
2Semiconductors155.0M
4.7%
3Software - Infrastructure120.7M
3.7%

Top Industries by Stock Count

1N/A297 stocks
63.6%
2Software - Application12 stocks
2.6%
3Software - Infrastructure9 stocks
1.9%
Stock Holdings
NVDA
NVIDIA CORPORATION
-6.90%
Shares558.5K
Event2026-03-31
Filed2026-05-12
PYLD
PIMCO ETF TR
-2.46%
Shares3.4M
Event2026-03-31
Filed2026-05-12
SPYM
SPDR SER TR
4.19%
Shares1.2M
Event2026-03-31
Filed2026-05-12
AAPL
APPLE INC
-1.15%
Shares317.3K
Event2026-03-31
Filed2026-05-12
RODM
LATTICE STRATEGIES TR
2.06%
Shares1.7M
Event2026-03-31
Filed2026-05-12
CRTC
DBX ETF TR
5.44%
Shares1.7M
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON COM INC
7.81%
Shares291.6K
Event2026-03-31
Filed2026-05-12
SNPE
DBX ETF TR
-0.36%
Shares958.2K
Event2026-03-31
Filed2026-05-12
MUNI
PIMCO ETF TRUST INTER MUN BD ACT ETF
11.36%
Shares962.8K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
2.26%
Shares173.9K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
8.38%
Shares135.0K
Event2026-03-31
Filed2026-05-12
AVUS
AMERICAN CENTY ETF TR
0.74%
Shares431.3K
Event2026-03-31
Filed2026-05-12
SPEM
SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF
2.87%
Shares1.0M
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-1.58%
Shares97.3K
Event2026-03-31
Filed2026-05-12
TMB
THORNBURG ETF TR
New
Shares1.7M
Event2026-03-31
Filed2026-05-12
HDEF
DBX ETF TR
-0.58%
Shares1.3M
Event2026-03-31
Filed2026-05-12
MFSB
MFS ACTIVE EXCHANGE TRADED F
New
Shares1.7M
Event2026-03-31
Filed2026-05-12
SLYG
SPDR SERIES TRUST S&P 600 SMCP GRW ETF
8.47%
Shares433.7K
Event2026-03-31
Filed2026-05-12
HYMB
SPDR SER TR
13.55%
Shares1.6M
Event2026-03-31
Filed2026-05-12
AGGH
SIMPLIFY EXCHANGE TRADED FUN
New
Shares1.9M
Event2026-03-31
Filed2026-05-12
SLYV
SPDR SERIES TRUST S&P 600 SMCP VAL ETF
2.82%
Shares380.6K
Event2026-03-31
Filed2026-05-12
PWRD
TCW ETF TRUST
1.13%
Shares363.9K
Event2026-03-31
Filed2026-05-12
BIL
SPDR SER TR
7.68%
Shares366.2K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS INC
5.23%
Shares57.4K
Event2026-03-31
Filed2026-05-12
IVV
ISHARES TR
-29.14%
Shares49.3K
Event2026-03-31
Filed2026-05-12
JAVA
J P MORGAN EXCHANGE TRADED F
2.11%
Shares438.9K
Event2026-03-31
Filed2026-05-12
USFR
WISDOMTREE TR
64.74%
Shares616.3K
Event2026-03-31
Filed2026-05-12
IDHQ
INVESCO EXCH TRADED FD TR II
3.37%
Shares862.6K
Event2026-03-31
Filed2026-05-12
V
VISA INC
-3.29%
Shares100.1K
Event2026-03-31
Filed2026-05-12
IWF
ISHARES TR
2.21%
Shares69.0K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2.01%
Shares640.5K
Event2026-03-31
Filed2026-05-12
MDYG
SPDR SERIES TRUST S&P 400 MDCP GRW ETF
10.61%
Shares305.5K
Event2026-03-31
Filed2026-05-12
AVDE
AMERICAN CENTY ETF TR
0.04%
Shares339.1K
Event2026-03-31
Filed2026-05-12
TOTL
SSGA ACTIVE ETF TR
-0.87%
Shares684.4K
Event2026-03-31
Filed2026-05-12
JMST
J P MORGAN EXCHANGE TRADED F
6.67%
Shares526.0K
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
-0.83%
Shares68.6K
Event2026-03-31
Filed2026-05-12
XLK
SELECT SECTOR SPDR TR
-0.76%
Shares188.5K
Event2026-03-31
Filed2026-05-12
JPM
JPMORGAN CHASE
12.22%
Shares83.9K
Event2026-03-31
Filed2026-05-12
JPST
JP MORGAN ETF TRUST ULTRA-SHORT INCOME ETF
-33.81%
Shares451.5K
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES TR
3.44%
Shares250.3K
Event2026-03-31
Filed2026-05-12
XLI
SELECT SECTOR SPDR TR
0.81%
Shares136.2K
Event2026-03-31
Filed2026-05-12
MDYV
SPDR SERIES TRUST S&P 400 MDCP VAL ETF
3.30%
Shares248.8K
Event2026-03-31
Filed2026-05-12
XLF
SELECT SECTOR SPDR TR
-19.56%
Shares427.3K
Event2026-03-31
Filed2026-05-12
XLU
SELECT SECTOR SPDR TR
3.21%
Shares455.9K
Event2026-03-31
Filed2026-05-12
AVUV
AMERICAN CENTY ETF TR
-2.43%
Shares188.4K
Event2026-03-31
Filed2026-05-12
AVEM
AMERICAN CENTY ETF TR
2.71%
Shares257.0K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX INC
4.48%
Shares211.8K
Event2026-03-31
Filed2026-05-12
DUHP
DIMENSIONAL ETF TRUST
4.84%
Shares548.7K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD INCORPORATED
-2.83%
Shares39.6K
Event2026-03-31
Filed2026-05-12
XLRE
SELECT SECTOR SPDR TR
3.16%
Shares475.5K
Event2026-03-31
Filed2026-05-12
FTXL
FIRST TR EXCHANGE TRADED FD
1.68%
Shares129.7K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TR
INVESCO QQQ TR
0.97%
Shares32.9K
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MFG LTD
12.59%
Shares54.8K
Event2026-03-31
Filed2026-05-12
SPY
SPDR S&P 500 ETF TR
-63.88%
Shares28.3K
Event2026-03-31
Filed2026-05-12
MISL
FIRST TR EXCHANGE-TRADED FD
1.88%
Shares409.3K
Event2026-03-31
Filed2026-05-12
SCHW
SCHWAB CHARLES CORP
-0.58%
Shares192.3K
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES INC
25.32%
Shares121.2K
Event2026-03-31
Filed2026-05-12
WMT
WALMART INC
2.64%
Shares140.3K
Event2026-03-31
Filed2026-05-12
FXO
FIRST TR EXCHANGE TRADED FD
3.03%
Shares303.8K
Event2026-03-31
Filed2026-05-12
PINK
SIMPLIFY EXCHANGE TRADED FUN
0.05%
Shares503.1K
Event2026-03-31
Filed2026-05-12
IUSB
ISHARES TR
-0.72%
Shares366.0K
Event2026-03-31
Filed2026-05-12
NUBD
NUSHARES ETF TR
2.27%
Shares761.1K
Event2026-03-31
Filed2026-05-12
BROADCOM INC
BROADCOM INC
18.09%
Shares54.2K
Event2026-03-31
Filed2026-05-12
FDN
FIRST TR EXCHANGE-TRADED FD
-3.08%
Shares69.3K
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL CORP
1.24%
Shares89.9K
Event2026-03-31
Filed2026-05-12
XMHQ
INVESCO EXCHANGE TRADED FD T
3.40%
Shares144.5K
Event2026-03-31
Filed2026-05-12
FBT
FIRST TR EXCHANGE-TRADED FD
New
Shares74.3K
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATLS INC
2.29%
Shares43.7K
Event2026-03-31
Filed2026-05-12
CLIP
GLOBAL X FDS
New
Shares145.7K
Event2026-03-31
Filed2026-05-12
IYW
ISHARES TR
-13.50%
Shares76.7K
Event2026-03-31
Filed2026-05-12
IVE
ISHARES TR
25.42%
Shares65.7K
Event2026-03-31
Filed2026-05-12
FRDM
EA SER
-3.22%
Shares248.9K
Event2026-03-31
Filed2026-05-12
NUDM
NUSHARES ETF TR
1.24%
Shares373.7K
Event2026-03-31
Filed2026-05-12
IVW
ISHARES TR
9.84%
Shares114.9K
Event2026-03-31
Filed2026-05-12
HTRB
HARTFORD FUNDS EXCHANGE TRADED TOTAL RTRN ETF
-79.34%
Shares385.1K
Event2026-03-31
Filed2026-05-12
IEI
ISHARES TR
-70.01%
Shares108.3K
Event2026-03-31
Filed2026-05-12
ALPHABET INC
ALPHABET INC
-4.78%
Shares44.7K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FDS
VANGUARD INDEX FDS
7.41%
Shares21.2K
Event2026-03-31
Filed2026-05-12
AVLV
AMERICAN CENTY ETF TR
20.26%
Shares157.1K
Event2026-03-31
Filed2026-05-12
DYNF
BLACKROCK ETF TRUST
2.92%
Shares205.1K
Event2026-03-31
Filed2026-05-12
BUFR
FIRST TR EXCHNG TRADED FD VI
5.97%
Shares345.3K
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HLDGS INC
61.78%
Shares29.7K
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL INC
3.82%
Shares69.2K
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
4.18%
Shares77.5K
Event2026-03-31
Filed2026-05-12
SMLF
ISHARES TR
2.73%
Shares150.3K
Event2026-03-31
Filed2026-05-12
COST
COSTCO WHSL CORP NEW
5.87%
Shares11.2K
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES INC
11.62%
Shares157.4K
Event2026-03-31
Filed2026-05-12
APP
APPLOVIN CORP
3.08%
Shares27.5K
Event2026-03-31
Filed2026-05-12
XLY
SELECT SECTOR SPDR TR
-8.45%
Shares100.4K
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES INC
43.74%
Shares144.6K
Event2026-03-31
Filed2026-05-12
VRT
VERTIV HOLDINGS CO
5.97%
Shares40.3K
Event2026-03-31
Filed2026-05-12
NUSC
NUSHARES ETF TR
0.17%
Shares222.0K
Event2026-03-31
Filed2026-05-12
SPHY
SPDR HIGH
5.56%
Shares419.8K
Event2026-03-31
Filed2026-05-12
SPHQ
INVESCO EXCHANGE TRADED FD T
-19.79%
Shares126.9K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
9.51%
Shares28.0K
Event2026-03-31
Filed2026-05-12
PAVE
GLOBAL X FDS
25.20%
Shares181.5K
Event2026-03-31
Filed2026-05-12
EFV
ISHARES TR
-11.47%
Shares123.2K
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR INC
-3.80%
Shares12.9K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD TR
2.71%
Shares21.2K
Event2026-03-31
Filed2026-05-12
EDIV
SPDR INDEX SHS FDS
-4.44%
Shares230.3K
Event2026-03-31
Filed2026-05-12
HYLB
DBX ETF TR
1.00%
Shares251.2K
Event2026-03-31
Filed2026-05-12
OEF
ISHARES TR
-0.11%
Shares28.3K
Event2026-03-31
Filed2026-05-12
ANGL
VANECK ETF TRUST
5.24%
Shares312.1K
Event2026-03-31
Filed2026-05-12
GRID
FIRST TR EXCHANGE TRADED FD
47.28%
Shares53.9K
Event2026-03-31
Filed2026-05-12
TPL
TEXAS PACIFIC LAND CORPORATI
1.00%
Shares17.7K
Event2026-03-31
Filed2026-05-12
VTI
VANGUARD INDEX FDS
-0.04%
Shares25.9K
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY INC
-2.48%
Shares69.4K
Event2026-03-31
Filed2026-05-12
AGG
ISHARES TR
-34.62%
Shares82.5K
Event2026-03-31
Filed2026-05-12
EMNT
PIMCO ETF TR
-1.47%
Shares81.2K
Event2026-03-31
Filed2026-05-12
CENCORA INC
CENCORA INC
2.01%
Shares25.5K
Event2026-03-31
Filed2026-05-12
HOOD
ROBINHOOD MKTS INC
75.86%
Shares111.9K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYS INC.
-8.80%
Shares97.9K
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
-10.40%
Shares30.8K
Event2026-03-31
Filed2026-05-12
COP
CONOCOPHILLIPS
5.34%
Shares56.2K
Event2026-03-31
Filed2026-05-12
ITA
ISHARES TR
-1.46%
Shares32.9K
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT INC
3.50%
Shares21.8K
Event2026-03-31
Filed2026-05-12
GRNY
TIDAL TRUST I
162.27%
Shares300.4K
Event2026-03-31
Filed2026-05-12
FXZ
FIRST TR EXCHANGE-TRADED FD
New
Shares91.3K
Event2026-03-31
Filed2026-05-12
NULG
NUSHARES ETF TR
2.07%
Shares74.7K
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO CO NEW
-13.90%
Shares84.6K
Event2026-03-31
Filed2026-05-12
TCAF
T ROWE PRICE ETF INC
-15.24%
Shares186.7K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC
MEDTRONIC PLC
12.92%
Shares76.5K
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC
-15.57%
Shares20.5K
Event2026-03-31
Filed2026-05-12
ISHARES GOLD TR
ISHARES GOLD TR
6.57%
Shares73.9K
Event2026-03-31
Filed2026-05-12
DIS
DISNEY WALT CO
5.19%
Shares66.7K
Event2026-03-31
Filed2026-05-12
JGRO
J P MORGAN EXCHANGE TRADED F
-3.24%
Shares74.9K
Event2026-03-31
Filed2026-05-12
DOW
DOW HLDGS INC
New
Shares151.6K
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS CORP
3.72%
Shares70.1K
Event2026-03-31
Filed2026-05-12
MINT
PIMCO ETF TR
12.38%
Shares62.1K
Event2026-03-31
Filed2026-05-12
IWM
ISHARES TR
11.77%
Shares24.9K
Event2026-03-31
Filed2026-05-12
QUAL
ISHARES TR
-38.08%
Shares32.2K
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
2.01%
Shares17.8K
Event2026-03-31
Filed2026-05-12
TLH
ISHARES TR
3.16%
Shares59.6K
Event2026-03-31
Filed2026-05-12
BKR
BAKER HUGHES COMPANY
0.39%
Shares97.8K
Event2026-03-31
Filed2026-05-12
NVS
NOVARTIS AG
3.33%
Shares39.0K
Event2026-03-31
Filed2026-05-12
IQV
IQVIA HLDGS INC
3.59%
Shares34.8K
Event2026-03-31
Filed2026-05-12
SPYG
SPDR SER TR
-16.22%
Shares59.6K
Event2026-03-31
Filed2026-05-12
JHMM
JOHN HANCOCK EXCHANGE TRADED
583.01%
Shares86.4K
Event2026-03-31
Filed2026-05-12
BABA
ALIBABA GROUP HLDG LTD
-2.69%
Shares45.9K
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE INC
-19.63%
Shares30.5K
Event2026-03-31
Filed2026-05-12
INTC
INTEL CORP
0.84%
Shares128.4K
Event2026-03-31
Filed2026-05-12
VGSR
MANAGER DIRECTED PORTFOLIOS
2.37%
Shares546.1K
Event2026-03-31
Filed2026-05-12
PG
PROCTER AND GAMBLE CO
39.91%
Shares38.9K
Event2026-03-31
Filed2026-05-12
OKE
ONEOK INC NEW
-14.21%
Shares62.0K
Event2026-03-31
Filed2026-05-12
BBHY
J P MORGAN EXCHANGE TRADED F
-3.88%
Shares121.2K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC
UNILEVER PLC
3.10%
Shares96.4K
Event2026-03-31
Filed2026-05-12
OMFL
INVESCO EXCH TRD SLF IDX FD
-17.12%
Shares89.4K
Event2026-03-31
Filed2026-05-12
D
DOMINION ENERGY INC
20.41%
Shares86.1K
Event2026-03-31
Filed2026-05-12
CVX
CHEVRON CORP NEW
0.96%
Shares24.9K
Event2026-03-31
Filed2026-05-12
RKT
ROCKET COS INC
23.96%
Shares356.9K
Event2026-03-31
Filed2026-05-12
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares25.8K
Event2026-03-31
Filed2026-05-12
QQQM
INVESCO EXCH TRADED FD TR II
7.71%
Shares21.2K
Event2026-03-31
Filed2026-05-12
SNY
SANOFI
68.06%
Shares102.9K
Event2026-03-31
Filed2026-05-12
MTUM
ISHARES TR
26.22%
Shares20.5K
Event2026-03-31
Filed2026-05-12
IJH
ISHARES TR
8.40%
Shares72.6K
Event2026-03-31
Filed2026-05-12
IJR
ISHARES TR
11.03%
Shares39.1K
Event2026-03-31
Filed2026-05-12
FDVV
FIDELITY COVINGTON TRUST
1.73%
Shares87.8K
Event2026-03-31
Filed2026-05-12
AVSC
AMERICAN CENTY ETF TR
New
Shares77.3K
Event2026-03-31
Filed2026-05-12
BAI
BLACKROCK ETF TRUST
5.78%
Shares145.2K
Event2026-03-31
Filed2026-05-12
BDX
BECTON DICKINSON & CO
24.95%
Shares30.4K
Event2026-03-31
Filed2026-05-12
SPSM
SPDR SER TR
-22.68%
Shares98.9K
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM INC
2.75%
Shares37.0K
Event2026-03-31
Filed2026-05-12
MBB
ISHARES TR
4.02%
Shares49.7K
Event2026-03-31
Filed2026-05-12
VIG
VANGUARD SPECIALIZED FUNDS
10.47%
Shares21.9K
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS INC
-14.31%
Shares29.0K
Event2026-03-31
Filed2026-05-12
HBAN
HUNTINGTON BANCSHARES INC
New
Shares296.6K
Event2026-03-31
Filed2026-05-12
ABRDN GOLD ETF TRUST
ABRDN GOLD ETF TRUST
6.41%
Shares102.3K
Event2026-03-31
Filed2026-05-12
RTX
RAYTHEON TECHNOLOGIES CORP
9.71%
Shares23.1K
Event2026-03-31
Filed2026-05-12
VZ
VERIZON COMMUNICATIONS INC
12.61%
Shares88.7K
Event2026-03-31
Filed2026-05-12
BK
BANK NEW YORK MELLON CORP
-11.75%
Shares37.5K
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP NEW
4.18%
Shares35.0K
Event2026-03-31
Filed2026-05-12
THRO
BLACKROCK ETF TRUST
0.23%
Shares119.3K
Event2026-03-31
Filed2026-05-12
TMFC
RBB FD INC
3.65%
Shares63.3K
Event2026-03-31
Filed2026-05-12
EPD
ENTERPRISE PRODS PARTNERS L
-15.63%
Shares110.1K
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
New
Shares11.7K
Event2026-03-31
Filed2026-05-12
CELESTICA INC
CELESTICA INC
2.67%
Shares14.6K
Event2026-03-31
Filed2026-05-12
ETHO
AMPLIFY ETF TR
0.70%
Shares61.6K
Event2026-03-31
Filed2026-05-12
ABNB
AIRBNB INC
3.07%
Shares32.1K
Event2026-03-31
Filed2026-05-12
JEPQ
J P MORGAN EXCHANGE TRADED F
2.61%
Shares72.1K
Event2026-03-31
Filed2026-05-12
KO
COCA COLA CO
7.36%
Shares51.8K
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC
3.34%
Shares25.1K
Event2026-03-31
Filed2026-05-12
APD
AIR PRODS & CHEMS INC
3.06%
Shares13.4K
Event2026-03-31
Filed2026-05-12
BOND
PIMCO ETF TR
-0.74%
Shares41.9K
Event2026-03-31
Filed2026-05-12
RDVY
FIRST TR EXCHANGE-TRADED FD
6.67%
Shares55.4K
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS INC
ARISTA NETWORKS INC
6.65%
Shares30.4K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC
-0.05%
Shares17.1K
Event2026-03-31
Filed2026-05-12
CDX
SIMPLIFY EXCHANGE TRADED FUN
12.35%
Shares173.2K
Event2026-03-31
Filed2026-05-12
BAC
BANK AMERICA CORP
-13.24%
Shares75.7K
Event2026-03-31
Filed2026-05-12
ADSK
AUTODESK INC
-11.33%
Shares15.4K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-5.70%
Shares76.0K
Event2026-03-31
Filed2026-05-12
HSBC
HSBC HLDGS PLC
-18.56%
Shares43.7K
Event2026-03-31
Filed2026-05-12
T
AT&T INC
24.86%
Shares123.4K
Event2026-03-31
Filed2026-05-12
TBLU
TORTOISE CAPITAL SERIES TRUS
3.86%
Shares70.1K
Event2026-03-31
Filed2026-05-12
CGDV
CAPITAL GROUP DIVIDEND VALUE
21.11%
Shares82.4K
Event2026-03-31
Filed2026-05-12
FTSM
FIRST TR EXCHANGE-TRADED FD
-0.70%
Shares57.8K
Event2026-03-31
Filed2026-05-12
CEG
CONSTELLATION ENERGY CORP
13.76%
Shares12.3K
Event2026-03-31
Filed2026-05-12
MFC
MANULIFE FINL CORP
-0.51%
Shares99.9K
Event2026-03-31
Filed2026-05-12
IAGG
ISHARES TR
4.66%
Shares68.6K
Event2026-03-31
Filed2026-05-12
BIV
VANGUARD BD INDEX FDS
-10.63%
Shares44.2K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR SER TR
-21.04%
Shares60.3K
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD WHITEHALL FDS
12.33%
Shares22.8K
Event2026-03-31
Filed2026-05-12
BND
VANGUARD BD INDEX FDS
-0.10%
Shares45.6K
Event2026-03-31
Filed2026-05-12
IMPAX FUNDS SERIES TRUST I
IMPAX FUNDS SERIES TRUST I
New
Shares130.3K
Event2026-03-31
Filed2026-05-12
WINN
HARBOR ETF TRUST
-32.33%
Shares119.5K
Event2026-03-31
Filed2026-05-12
AMD
ADVANCED MICRO DEVICES INC
7.81%
Shares16.1K
Event2026-03-31
Filed2026-05-12
FTNT
FORTINET INC
-3.11%
Shares39.7K
Event2026-03-31
Filed2026-05-12
DGRO
ISHARES TR
21.76%
Shares45.9K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE
GE AEROSPACE
2.31%
Shares11.2K
Event2026-03-31
Filed2026-05-12
IWD
ISHARES TR
-0.39%
Shares14.8K
Event2026-03-31
Filed2026-05-12
BITMINE IMMERSION TECNOLOGIE
BITMINE IMMERSION TECNOLOGIE
83.00%
Shares158.6K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
New
Shares16.3K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB STRATEGIC TR
0.72%
Shares102.0K
Event2026-03-31
Filed2026-05-12
CHKP
CHECK POINT SOFTWARE TECH LT
8.09%
Shares21.8K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
4.68%
Shares23.8K
Event2026-03-31
Filed2026-05-12
CCJ
CAMECO CORP
-60.94%
Shares28.4K
Event2026-03-31
Filed2026-05-12
IBM
INTERNATIONAL BUSINESS MACHS
11.79%
Shares12.7K
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
-46.91%
Shares14.3K
Event2026-03-31
Filed2026-05-12
WMB
WILLIAMS COS INC
-22.60%
Shares41.8K
Event2026-03-31
Filed2026-05-12
BINC
BLACKROCK ETF TRUST II
4.30%
Shares58.5K
Event2026-03-31
Filed2026-05-12
UNP
UNION PAC CORP
5.43%
Shares12.5K
Event2026-03-31
Filed2026-05-12
BITWISE 10 CRYPTO INDEX ETF
BITWISE 10 CRYPTO INDEX ETF
4.45%
Shares67.8K
Event2026-03-31
Filed2026-05-12
MUB
ISHARES TR
11.82%
Shares28.3K
Event2026-03-31
Filed2026-05-12
ICE
INTERCONTINENTAL EXCHANGE IN
New
Shares19.0K
Event2026-03-31
Filed2026-05-12
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
-11.36%
Shares40.8K
Event2026-03-31
Filed2026-05-12
TJX
TJX COS INC NEW
24.11%
Shares18.4K
Event2026-03-31
Filed2026-05-12
QYLD
GLOBAL X
6.18%
Shares171.1K
Event2026-03-31
Filed2026-05-12
IWY
ISHARES TR
New
Shares11.5K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
1.93%
Shares23.7K
Event2026-03-31
Filed2026-05-12
ALM
ALMONTY INDS INC
New
Shares196.4K
Event2026-03-31
Filed2026-05-12
HDV
ISHARES TR
-0.19%
Shares20.5K
Event2026-03-31
Filed2026-05-12
FTXN
FIRST TR EXCHANGE TRADED FD
0.10%
Shares71.8K
Event2026-03-31
Filed2026-05-12
DJD
INVESCO EXCHANGE TRADED FD T
New
Shares46.1K
Event2026-03-31
Filed2026-05-12
ETHA
ISHARES ETHEREUM TR
24.95%
Shares170.8K
Event2026-03-31
Filed2026-05-12
COIN
COINBASE GLOBAL INC
15.48%
Shares15.3K
Event2026-03-31
Filed2026-05-12
VTV
VANGUARD INDEX FDS
New
Shares13.6K
Event2026-03-31
Filed2026-05-12
SPTM
SPDR SER TR
4.37%
Shares33.5K
Event2026-03-31
Filed2026-05-12
BA
BOEING CO
0.32%
Shares13.3K
Event2026-03-31
Filed2026-05-12
ADBE
ADOBE INC
New
Shares10.8K
Event2026-03-31
Filed2026-05-12
DFAS
DIMENSIONAL ETF TRUST
6.77%
Shares36.2K
Event2026-03-31
Filed2026-05-12
SO
SOUTHERN CO
-8.29%
Shares26.5K
Event2026-03-31
Filed2026-05-12
PFE
PFIZER INC
2.00%
Shares88.9K
Event2026-03-31
Filed2026-05-12
NEM
NEWMONT CORP
-45.04%
Shares23.0K
Event2026-03-31
Filed2026-05-12
GLDM
WORLD GOLD TR
-3.35%
Shares26.5K
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL-MYERS SQUIBB CO
-15.09%
Shares40.4K
Event2026-03-31
Filed2026-05-12
AMRZ
AMRIZE LTD
New
Shares43.0K
Event2026-03-31
Filed2026-05-12
AVLC
AMERICAN CENTY ETF TR
-9.79%
Shares30.7K
Event2026-03-31
Filed2026-05-12
XLE
SELECT SECTOR SPDR TR
34.31%
Shares37.9K
Event2026-03-31
Filed2026-05-12
AVIG
AMERICAN CENTY ETF TR
9.98%
Shares55.5K
Event2026-03-31
Filed2026-05-12
FTEC
FIDELITY COVINGTON TRUST
-21.39%
Shares11.0K
Event2026-03-31
Filed2026-05-12
FENI
FIDELITY COVINGTON TRUST
0.60%
Shares61.6K
Event2026-03-31
Filed2026-05-12
HIG
HARTFORD INSURANCE GROUP INC
14.54%
Shares16.8K
Event2026-03-31
Filed2026-05-12
IBIT
ISHARES BITCOIN TRUST ETF
121.02%
Shares58.2K
Event2026-03-31
Filed2026-05-12
JAAA
JANUS DETROIT STR TR
34.70%
Shares44.2K
Event2026-03-31
Filed2026-05-12
NUMV
NUSHARES ETF TR
2.21%
Shares57.4K
Event2026-03-31
Filed2026-05-12
RDIV
INVESCO EXCH TRADED FD TR II
-2.98%
Shares39.6K
Event2026-03-31
Filed2026-05-12
FV
FIRST TR EXCHANGE-TRADED FD
-0.33%
Shares36.3K
Event2026-03-31
Filed2026-05-12
FAD
FIRST TR EXCHANGE-TRADED ALP
2.20%
Shares13.7K
Event2026-03-31
Filed2026-05-12
NUE
NUCOR CORP
-3.53%
Shares12.9K
Event2026-03-31
Filed2026-05-12
ROKU
ROKU INC
16.61%
Shares23.0K
Event2026-03-31
Filed2026-05-12
FBND
FIDELITY MERRIMACK STR TR
5.13%
Shares47.5K
Event2026-03-31
Filed2026-05-12
AVGE
AMERICAN CENTY ETF TR
-0.10%
Shares24.6K
Event2026-03-31
Filed2026-05-12
BHP
BHP BILLITON LIMITED
New
Shares29.4K
Event2026-03-31
Filed2026-05-12
FVD
FIRST TR VALUE LINE DIVID IN
-7.12%
Shares45.4K
Event2026-03-31
Filed2026-05-12
FBCG
FIDELITY COVINGTON TRUST
-0.52%
Shares42.4K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
1.03%
Shares12.8K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST CORP
339.70%
Shares73.0K
Event2026-03-31
Filed2026-05-12
MAS
MASCO CORP
12.79%
Shares34.6K
Event2026-03-31
Filed2026-05-12
DFAC
DIMENSIONAL ETF TRUST
-4.04%
Shares53.0K
Event2026-03-31
Filed2026-05-12
CGBD
CARLYLE SECURED LENDING INC
26.88%
Shares186.7K
Event2026-03-31
Filed2026-05-12
DXCM
DEXCOM INC
5.05%
Shares32.3K
Event2026-03-31
Filed2026-05-12
LQDH
ISHARES U S ETF TR
8.49%
Shares21.9K
Event2026-03-31
Filed2026-05-12
AVIV
AMERICAN CENTY ETF TR
8.87%
Shares26.6K
Event2026-03-31
Filed2026-05-12
LQDA
LIQUIDIA CORPORATION
-4.61%
Shares51.9K
Event2026-03-31
Filed2026-05-12
SHLD
GLOBAL X FDS
17.03%
Shares27.5K
Event2026-03-31
Filed2026-05-12
SDY
SPDR SERIES TRUST
15.34%
Shares13.2K
Event2026-03-31
Filed2026-05-12
ARCC
ARES CAPITAL CORP
-0.13%
Shares106.5K
Event2026-03-31
Filed2026-05-12
NUMG
NUSHARES ETF TR
4.82%
Shares45.4K
Event2026-03-31
Filed2026-05-12
NOW
SERVICENOW INC
-34.95%
Shares17.7K
Event2026-03-31
Filed2026-05-12
SHYM
BLACKROCK ETF TRUST II
0.00%
Shares83.7K
Event2026-03-31
Filed2026-05-12
PATK
PATRICK INDS INC
8.85%
Shares16.5K
Event2026-03-31
Filed2026-05-12
ROUS
LATTICE STRATEGIES TR
0.00%
Shares30.8K
Event2026-03-31
Filed2026-05-12
DFAX
DIMENSIONAL ETF TRUST
-3.02%
Shares53.5K
Event2026-03-31
Filed2026-05-12
FLOT
ISHARES TR
29.26%
Shares35.5K
Event2026-03-31
Filed2026-05-12
FLEX
FLEXTRONICS INTL LTD
-4.49%
Shares27.4K
Event2026-03-31
Filed2026-05-12
CIBR
FIRST TR EXCHANGE TRADED FD
-38.12%
Shares28.4K
Event2026-03-31
Filed2026-05-12
SPTS
SPDR SERIES TRUST
8.43%
Shares60.9K
Event2026-03-31
Filed2026-05-12
PULS
PGIM ETF TR
12.81%
Shares34.6K
Event2026-03-31
Filed2026-05-12
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-29.46%
Shares72.6K
Event2026-03-31
Filed2026-05-12
FTSD
FRANKLIN ETF TR
8.85%
Shares18.7K
Event2026-03-31
Filed2026-05-12
F
FORD MTR CO
0.10%
Shares144.7K
Event2026-03-31
Filed2026-05-12
ENB
ENBRIDGE INC
2.00%
Shares30.6K
Event2026-03-31
Filed2026-05-12
CTVA
CORTEVA INC
-0.59%
Shares19.7K
Event2026-03-31
Filed2026-05-12
SHV
ISHARES TR
8.45%
Shares14.9K
Event2026-03-31
Filed2026-05-12
MFG
MIZUHO FINANCIAL GROUP INC
-14.67%
Shares206.7K
Event2026-03-31
Filed2026-05-12
BILZ
PIMCO ETF TR
18.52%
Shares16.1K
Event2026-03-31
Filed2026-05-12
MMM
3M CO
New
Shares11.1K
Event2026-03-31
Filed2026-05-12
ORLY
OREILLY AUTOMOTIVE INC
New
Shares17.4K
Event2026-03-31
Filed2026-05-12
FXU
FIRST TR EXCHANGE TRADED FD
-91.31%
Shares32.3K
Event2026-03-31
Filed2026-05-12
FLQM
FRANKLIN TEMPLETON ETF TR
1.98%
Shares28.9K
Event2026-03-31
Filed2026-05-12
FTCS
FIRST TR EXCHANGE-TRADED FD
-9.44%
Shares17.1K
Event2026-03-31
Filed2026-05-12
BUFQ
FIRST TR EXCHNG TRADED FD VI
7.47%
Shares44.5K
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABS
4.65%
Shares15.2K
Event2026-03-31
Filed2026-05-12
YOU
CLEAR SECURE INC
-12.60%
Shares32.2K
Event2026-03-31
Filed2026-05-12
MO
ALTRIA GROUP INC
-2.54%
Shares23.6K
Event2026-03-31
Filed2026-05-12
FEOE
RBB FUND TRUST
-48.37%
Shares30.6K
Event2026-03-31
Filed2026-05-12
MSTR
STRATEGY INC
New
Shares12.3K
Event2026-03-31
Filed2026-05-12
VFLO
VICTORY PORTFOLIOS II
0.63%
Shares38.8K
Event2026-03-31
Filed2026-05-12
VGSH
VANGUARD SCOTTSDALE FDS
10.41%
Shares26.1K
Event2026-03-31
Filed2026-05-12
SPMD
SPDR SERIES TRUST
0.52%
Shares25.7K
Event2026-03-31
Filed2026-05-12
SPYI
NEOS ETF TRUST
10.18%
Shares30.7K
Event2026-03-31
Filed2026-05-12
SIVR
ABRDN SILVER ETF TRUST
8.28%
Shares20.9K
Event2026-03-31
Filed2026-05-12
AUSF
GLOBAL X FDS
1.23%
Shares30.9K
Event2026-03-31
Filed2026-05-12
QGRO
AMERICAN CENTY ETF TR
0.20%
Shares14.2K
Event2026-03-31
Filed2026-05-12
NLR
VANECK ETF TRUST
4.61%
Shares11.1K
Event2026-03-31
Filed2026-05-12
RRR
RED ROCK RESORTS INC
0.00%
Shares27.6K
Event2026-03-31
Filed2026-05-12
FTSL
FIRST TR EXCHANGE-TRADED FD
42.42%
Shares32.9K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD TAX-MANAGED FDS
14.39%
Shares22.8K
Event2026-03-31
Filed2026-05-12
NEE
NEXTERA ENERGY INC
11.32%
Shares15.7K
Event2026-03-31
Filed2026-05-12
TOTALENERGIES SE
TOTALENERGIES SE
-19.83%
Shares16.0K
Event2026-03-31
Filed2026-05-12
IEF
ISHARES TR
2.68%
Shares15.0K
Event2026-03-31
Filed2026-05-12
OKLO
OKLO INC
New
Shares28.8K
Event2026-03-31
Filed2026-05-12
SDVY
FIRST TR EXCHANGE-TRADED FD
7.84%
Shares35.9K
Event2026-03-31
Filed2026-05-12
WTV
WISDOMTREE TR
0.66%
Shares14.9K
Event2026-03-31
Filed2026-05-12
VXUS
VANGUARD STAR FDS
19.09%
Shares18.2K
Event2026-03-31
Filed2026-05-12
ETR
ENTERGY CORP NEW
1.36%
Shares12.4K
Event2026-03-31
Filed2026-05-12
WPM
WHEATON PRECIOUS METALS CORP
-5.93%
Shares10.7K
Event2026-03-31
Filed2026-05-12
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
-5.07%
Shares82.4K
Event2026-03-31
Filed2026-05-12
FNDX
SCHWAB STRATEGIC TR
-2.57%
Shares48.9K
Event2026-03-31
Filed2026-05-12
AHR
AMERICAN HEALTHCARE REIT INC
16.58%
Shares28.7K
Event2026-03-31
Filed2026-05-12
GM
GENERAL MTRS CO
-0.80%
Shares18.1K
Event2026-03-31
Filed2026-05-12
RDVI
FIRST TR EXCHANGE-TRADED FD
2.14%
Shares51.9K
Event2026-03-31
Filed2026-05-12
USMF
WISDOMTREE TR
-2.42%
Shares26.7K
Event2026-03-31
Filed2026-05-12
FIXD
FIRST TR EXCHNG TRADED FD VI
0.03%
Shares30.1K
Event2026-03-31
Filed2026-05-12
AIG
AMERICAN INTL GROUP INC
-5.80%
Shares17.2K
Event2026-03-31
Filed2026-05-12
RBLX
ROBLOX CORP
-1.73%
Shares22.9K
Event2026-03-31
Filed2026-05-12
GDXJ
VANECK ETF TRUST
-11.67%
Shares10.8K
Event2026-03-31
Filed2026-05-12
USMV
ISHARES TR
3.27%
Shares13.9K
Event2026-03-31
Filed2026-05-12
IWR
ISHARES TR
20.62%
Shares13.2K
Event2026-03-31
Filed2026-05-12
MOAT
VANECK ETF TRUST
-2.73%
Shares13.2K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC
CITIGROUP INC
-37.28%
Shares11.2K
Event2026-03-31
Filed2026-05-12
FNDF
SCHWAB STRATEGIC TR
7.41%
Shares25.9K
Event2026-03-31
Filed2026-05-12
CLSE
TRUST FOR PROFESSIONAL MANAG
31.84%
Shares44.9K
Event2026-03-31
Filed2026-05-12
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
-28.22%
Shares11.1K
Event2026-03-31
Filed2026-05-12
BKLN
INVESCO EXCH TRADED FD TR II
59.08%
Shares60.1K
Event2026-03-31
Filed2026-05-12
SCHG
SCHWAB STRATEGIC TR
-26.86%
Shares42.0K
Event2026-03-31
Filed2026-05-12
DEM
WISDOMTREE TR
-10.75%
Shares24.4K
Event2026-03-31
Filed2026-05-12
VCIT
VANGUARD SCOTTSDALE FDS
-1.04%
Shares14.6K
Event2026-03-31
Filed2026-05-12
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-47.79%
Shares12.1K
Event2026-03-31
Filed2026-05-12
BEAM
BEAM THERAPEUTICS INC
25.56%
Shares50.1K
Event2026-03-31
Filed2026-05-12
FLRN
SPDR SERIES TRUST
39.83%
Shares38.8K
Event2026-03-31
Filed2026-05-12
ICVT
ISHARES TR
-0.15%
Shares11.7K
Event2026-03-31
Filed2026-05-12
SRLN
SSGA ACTIVE ETF TR
109.28%
Shares29.2K
Event2026-03-31
Filed2026-05-12
EQWL
INVESCO EXCHANGE TRADED FD T
New
Shares10.1K
Event2026-03-31
Filed2026-05-12
SKYY
FIRST TR EXCHANGE-TRADED FD
New
Shares10.6K
Event2026-03-31
Filed2026-05-12
CRCL
CIRCLE INTERNET GROUP INC
New
Shares12.1K
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC
New
Shares19.9K
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD INTL EQUITY INDEX F
14.88%
Shares21.1K
Event2026-03-31
Filed2026-05-12
NDAQ
NASDAQ INC
-9.66%
Shares13.4K
Event2026-03-31
Filed2026-05-12
EMB
ISHARES TR
-6.03%
Shares12.1K
Event2026-03-31
Filed2026-05-12
OMC
OMNICOM GROUP INC
8.34%
Shares15.0K
Event2026-03-31
Filed2026-05-12
NFLT
ETFIS SER TR I
66.55%
Shares49.5K
Event2026-03-31
Filed2026-05-12
EBAY
EBAY INC.
-70.54%
Shares12.2K
Event2026-03-31
Filed2026-05-12
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares11.8K
Event2026-03-31
Filed2026-05-12
TLT
ISHARES TR
10.28%
Shares12.7K
Event2026-03-31
Filed2026-05-12
CVE
CENOVUS ENERGY INC
0.00%
Shares41.2K
Event2026-03-31
Filed2026-05-12
EFA
ISHARES TR
-56.52%
Shares11.2K
Event2026-03-31
Filed2026-05-12
JBND
J P MORGAN EXCHANGE TRADED F
0.91%
Shares20.3K
Event2026-03-31
Filed2026-05-12
CRH PLC
CRH PLC
-10.28%
Shares10.3K
Event2026-03-31
Filed2026-05-12
IYH
ISHARES TR
-5.25%
Shares17.5K
Event2026-03-31
Filed2026-05-12
EEMV
ISHARES INC
2.00%
Shares16.5K
Event2026-03-31
Filed2026-05-12
HLN
HALEON PLC
-10.76%
Shares104.7K
Event2026-03-31
Filed2026-05-12
EMLP
FIRST TR EXCHANGE-TRADED FD
-48.58%
Shares23.9K
Event2026-03-31
Filed2026-05-12
SLF
SUN LIFE FINANCIAL INC.
-11.29%
Shares16.7K
Event2026-03-31
Filed2026-05-12
XSMO
INVESCO EXCHANGE TRADED FD T
10.80%
Shares13.6K
Event2026-03-31
Filed2026-05-12
BP
BP PLC
9.38%
Shares22.0K
Event2026-03-31
Filed2026-05-12
TFLO
ISHARES TR
39.12%
Shares20.1K
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TR
-2.72%
Shares14.9K
Event2026-03-31
Filed2026-05-12
CHGX1
EA SERIES TRUST
-17.01%
Shares37.9K
Event2026-03-31
Filed2026-05-12
JPLD
J P MORGAN EXCHANGE TRADED F
26.23%
Shares19.1K
Event2026-03-31
Filed2026-05-12
ARTY
ISHARES TR
74.75%
Shares21.3K
Event2026-03-31
Filed2026-05-12
EVRG
EVERGY INC
0.10%
Shares12.1K
Event2026-03-31
Filed2026-05-12
VEU
VANGUARD INTL EQUITY INDEX F
4.43%
Shares13.1K
Event2026-03-31
Filed2026-05-12
ET
ENERGY TRANSFER L P
3.81%
Shares50.9K
Event2026-03-31
Filed2026-05-12
FLAX
FRANKLIN TEMPLETON ETF TR
-3.91%
Shares30.8K
Event2026-03-31
Filed2026-05-12
DX
DYNEX CAP INC
18.50%
Shares73.4K
Event2026-03-31
Filed2026-05-12
SHY
ISHARES TR
1.45%
Shares11.2K
Event2026-03-31
Filed2026-05-12
ARKK
ARK ETF TR
-38.85%
Shares13.7K
Event2026-03-31
Filed2026-05-12
SFLO
VICTORY PORTFOLIOS II
12.34%
Shares30.8K
Event2026-03-31
Filed2026-05-12
JMUB
J P MORGAN EXCHANGE TRADED F
New
Shares18.5K
Event2026-03-31
Filed2026-05-12
QBTS
D-WAVE QUANTUM INC
0.97%
Shares64.0K
Event2026-03-31
Filed2026-05-12
VOYA
VOYA FINANCIAL INC
New
Shares13.3K
Event2026-03-31
Filed2026-05-12
PTLC
PACER FDS TR
22.55%
Shares17.0K
Event2026-03-31
Filed2026-05-12
BDYN
BLACKROCK ETF TRUST
-29.69%
Shares36.4K
Event2026-03-31
Filed2026-05-12
EEM
ISHARES TR
-39.10%
Shares15.4K
Event2026-03-31
Filed2026-05-12
EFAA
INVESCO ACTIVELY MANAGED EXC
16.23%
Shares16.6K
Event2026-03-31
Filed2026-05-12
EQBK
EQUITY BANCSHARES INC
12.78%
Shares19.6K
Event2026-03-31
Filed2026-05-12
GBTC
GRAYSCALE BITCOIN TRUST ETF
-0.12%
Shares16.5K
Event2026-03-31
Filed2026-05-12
MNST
MONSTER BEVERAGE CORP NEW
5.14%
Shares11.9K
Event2026-03-31
Filed2026-05-12
FDL
FIRST TR EXCHANGE-TRADED FD
0.73%
Shares16.7K
Event2026-03-31
Filed2026-05-12
SPTL
SPDR SER TR
-3.91%
Shares31.9K
Event2026-03-31
Filed2026-05-12
ROBO
EXCHANGE TRADED CONCEPTS TRU
1.23%
Shares12.2K
Event2026-03-31
Filed2026-05-12
COWZ
PACER FDS TR
28.54%
Shares13.3K
Event2026-03-31
Filed2026-05-12
FXR
FIRST TR EXCHANGE TRADED FD
-3.43%
Shares10.1K
Event2026-03-31
Filed2026-05-12
OPFI
OPPFI INC
-6.93%
Shares107.0K
Event2026-03-31
Filed2026-05-12
CTA
SIMPLIFY EXCHANGE TRADED FUN
77.34%
Shares27.1K
Event2026-03-31
Filed2026-05-12
IBLC
ISHARES TR
-8.13%
Shares21.7K
Event2026-03-31
Filed2026-05-12
BNS
BANK NOVA SCOTIA HALIFAX
-7.30%
Shares11.3K
Event2026-03-31
Filed2026-05-12
FSK
FS KKR CAP CORP
-3.89%
Shares76.6K
Event2026-03-31
Filed2026-05-12
GSK PLC
GSK PLC
5.27%
Shares13.8K
Event2026-03-31
Filed2026-05-12
BDVL
BLACKROCK ETF TRUST
-28.71%
Shares30.8K
Event2026-03-31
Filed2026-05-12
CMG
CHIPOTLE MEXICAN GRILL INC
0.92%
Shares23.6K
Event2026-03-31
Filed2026-05-12
MAIN
MAIN STR CAP CORP
-8.89%
Shares14.1K
Event2026-03-31
Filed2026-05-12
FMB
FIRST TR EXCH TRADED FD III
-6.59%
Shares14.7K
Event2026-03-31
Filed2026-05-12
TFC
TRUIST FINL CORP
4.94%
Shares16.0K
Event2026-03-31
Filed2026-05-12
O
REALTY INCOME CORP
0.83%
Shares12.0K
Event2026-03-31
Filed2026-05-12
GIL
GILDAN ACTIVEWEAR INC
New
Shares12.9K
Event2026-03-31
Filed2026-05-12
XLG
INVESCO EXCHANGE TRADED FD T
-0.52%
Shares13.1K
Event2026-03-31
Filed2026-05-12
DJIA
GLOBAL X FDS
-6.26%
Shares33.7K
Event2026-03-31
Filed2026-05-12
CBSH
COMMERCE BANCSHARES INC
-3.78%
Shares14.3K
Event2026-03-31
Filed2026-05-12
PMBS
PIMCO ETF TR
0.03%
Shares14.0K
Event2026-03-31
Filed2026-05-12
SPAB
SPDR SER TR
-0.07%
Shares26.9K
Event2026-03-31
Filed2026-05-12
KDEF
EXCHANGE LISTED FDS TR
New
Shares13.1K
Event2026-03-31
Filed2026-05-12
TYG
TORTOISE ENERGY INFRA CORP
0.75%
Shares13.7K
Event2026-03-31
Filed2026-05-12
DDWM
WISDOMTREE TR
50.21%
Shares15.5K
Event2026-03-31
Filed2026-05-12
PEGA
PEGASYSTEMS INC
-1.90%
Shares16.0K
Event2026-03-31
Filed2026-05-12
IDMO
INVESCO EXCH TRADED FD TR II
New
Shares12.4K
Event2026-03-31
Filed2026-05-12
TTD
THE TRADE DESK INC
-1.50%
Shares29.8K
Event2026-03-31
Filed2026-05-12
DBEF
DBX ETF TR
-0.55%
Shares13.4K
Event2026-03-31
Filed2026-05-12
CSX
CSX CORP
6.11%
Shares16.0K
Event2026-03-31
Filed2026-05-12
NVTS
NAVITAS SEMICONDUCTOR CORP
62.53%
Shares74.4K
Event2026-03-31
Filed2026-05-12
USB
US BANCORP DEL
0.20%
Shares12.5K
Event2026-03-31
Filed2026-05-12
ETV
EATON VANCE TAX-MANAGED BUY-
-0.27%
Shares45.2K
Event2026-03-31
Filed2026-05-12
STPZ
PIMCO ETF TR
0.00%
Shares11.4K
Event2026-03-31
Filed2026-05-12
ETW
EATON VANCE TAX-MANAGED GLOB
0.00%
Shares70.2K
Event2026-03-31
Filed2026-05-12
FLMI
FRANKLIN TEMPLETON ETF TR
-4.04%
Shares24.4K
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC DEL
-7.65%
Shares17.9K
Event2026-03-31
Filed2026-05-12
BCS
BARCLAYS PLC
7.98%
Shares28.4K
Event2026-03-31
Filed2026-05-12
DIVI
FRANKLIN TEMPLETON ETF TR
-1.83%
Shares15.0K
Event2026-03-31
Filed2026-05-12
DON
WISDOMTREE TR
1.44%
Shares11.3K
Event2026-03-31
Filed2026-05-12
DOCU
DOCUSIGN INC
13.08%
Shares12.5K
Event2026-03-31
Filed2026-05-12
EVTR
MORGAN STANLEY ETF TRUST
1.47%
Shares11.6K
Event2026-03-31
Filed2026-05-12
BSEP
INNOVATOR ETFS TRUST
0.00%
Shares12.2K
Event2026-03-31
Filed2026-05-12
CSV
CARRIAGE SVCS INC
New
Shares12.8K
Event2026-03-31
Filed2026-05-12
VTEB
VANGUARD MUN BD FDS
New
Shares11.6K
Event2026-03-31
Filed2026-05-12
KNG
FIRST TR EXCHANGE-TRADED FD
1.54%
Shares11.9K
Event2026-03-31
Filed2026-05-12
LMBS
FIRST TR EXCHANGE-TRADED FD
4.79%
Shares11.5K
Event2026-03-31
Filed2026-05-12
WTPI
WISDOMTREE TR
-12.78%
Shares17.8K
Event2026-03-31
Filed2026-05-12
CRSP
CRISPR THERAPEUTICS AG
4.56%
Shares11.4K
Event2026-03-31
Filed2026-05-12
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-18.02%
Shares11.6K
Event2026-03-31
Filed2026-05-12
JSI
JANUS DETROIT STR TR
-13.29%
Shares10.5K
Event2026-03-31
Filed2026-05-12
NUV
NUVEEN MUN VALUE FD INC
1.68%
Shares60.0K
Event2026-03-31
Filed2026-05-12
ETB
EATON VANCE TAX MNGED BUY WR
0.00%
Shares37.2K
Event2026-03-31
Filed2026-05-12
SPYD
SPDR SER TR
2.63%
Shares11.7K
Event2026-03-31
Filed2026-05-12
USHY
ISHARES TR
New
Shares14.2K
Event2026-03-31
Filed2026-05-12
DIVO
AMPLIFY ETF TR
0.90%
Shares11.6K
Event2026-03-31
Filed2026-05-12
NOK
NOKIA CORP
New
Shares61.5K
Event2026-03-31
Filed2026-05-12
FCAL
FIRST TR EXCH TRADED FD III
-6.46%
Shares10.1K
Event2026-03-31
Filed2026-05-12
VSH
VISHAY INTERTECHNOLOGY INC
New
Shares27.0K
Event2026-03-31
Filed2026-05-12
BDJ
BLACKROCK ENHANCED EQUITY DI
0.00%
Shares56.0K
Event2026-03-31
Filed2026-05-12
GOVT
ISHARES TR
21.93%
Shares21.0K
Event2026-03-31
Filed2026-05-12
COMB
GRANITESHARES ETF TR
-5.77%
Shares18.3K
Event2026-03-31
Filed2026-05-12
SFLR
INNOVATOR ETFS TRUST
-12.97%
Shares13.5K
Event2026-03-31
Filed2026-05-12
JD
JD.COM INC
New
Shares15.9K
Event2026-03-31
Filed2026-05-12
SPDW
SPDR INDEX SHS FDS
-37.66%
Shares10.3K
Event2026-03-31
Filed2026-05-12
CART
MAPLEBEAR INC
-3.40%
Shares12.4K
Event2026-03-31
Filed2026-05-12
DNP
DNP SELECT INCOME FD INC
0.00%
Shares45.1K
Event2026-03-31
Filed2026-05-12
XYLD
GLOBAL X FDS
0.52%
Shares11.9K
Event2026-03-31
Filed2026-05-12
PDI
PIMCO DYNAMIC INCOME FD
3.74%
Shares27.0K
Event2026-03-31
Filed2026-05-12
JHSC
JOHN HANCOCK EXCHANGE TRADED
1.27%
Shares10.8K
Event2026-03-31
Filed2026-05-12
NEA
NUVEEN AMT FREE QLTY MUN INC
0.00%
Shares40.9K
Event2026-03-31
Filed2026-05-12
ETG
EATON VANCE TX ADV GLBL DIV
0.00%
Shares22.2K
Event2026-03-31
Filed2026-05-12
HEGD
LISTED FDS TR
2.28%
Shares18.0K
Event2026-03-31
Filed2026-05-12
CSQ
CALAMOS STRATEGIC TOTAL RETU
0.00%
Shares25.7K
Event2026-03-31
Filed2026-05-12
KHPI
MANAGED PORTFOLIO SERIES
New
Shares18.0K
Event2026-03-31
Filed2026-05-12
FMDE
FIDELITY COVINGTON TRUST
New
Shares12.0K
Event2026-03-31
Filed2026-05-12
PHYS
SPROTT ASSET MANAGEMENT LP
7.75%
Shares12.1K
Event2026-03-31
Filed2026-05-12
DXYZ
DESTINY TECH100 INC
New
Shares15.7K
Event2026-03-31
Filed2026-05-12
ETJ
EATON VANCE RISK-MANAGED DIV
0.89%
Shares51.1K
Event2026-03-31
Filed2026-05-12
EZBC
FRANKLIN TEMPLETON DIGITAL H
-35.57%
Shares10.5K
Event2026-03-31
Filed2026-05-12
SOFI
SOFI TECHNOLOGIES INC
-33.91%
Shares26.0K
Event2026-03-31
Filed2026-05-12
INCM
FRANKLIN TEMPLETON ETF TR
0.23%
Shares14.3K
Event2026-03-31
Filed2026-05-12
AVK
ADVENT CONV & INCOME FD
0.00%
Shares36.8K
Event2026-03-31
Filed2026-05-12
FPE
FIRST TR EXCH TRADED FD III
-6.02%
Shares23.0K
Event2026-03-31
Filed2026-05-12
HYEM
VANECK ETF TRUST
-5.50%
Shares20.1K
Event2026-03-31
Filed2026-05-12
SOUN
SOUNDHOUND AI INC
3.76%
Shares57.3K
Event2026-03-31
Filed2026-05-12
EOI
EATON VANCE ENHANCED EQUITY
0.00%
Shares20.9K
Event2026-03-31
Filed2026-05-12
RHI
ROBERT HALF INC.
New
Shares15.3K
Event2026-03-31
Filed2026-05-12
FELG
FIDELITY COVINGTON TRUST
New
Shares10.0K
Event2026-03-31
Filed2026-05-12
BUFD
FIRST TR EXCHNG TRADED FD VI
14.82%
Shares13.3K
Event2026-03-31
Filed2026-05-12
GGN
GAMCO GLOBAL GOLD NAT RES &
-12.50%
Shares70.0K
Event2026-03-31
Filed2026-05-12
BIT
BLACKROCK MULTI SECTOR INC T
0.00%
Shares29.4K
Event2026-03-31
Filed2026-05-12
OAKM
HARRIS OAKMARK ETF TRUST
-62.35%
Shares13.3K
Event2026-03-31
Filed2026-05-12
SILJ
AMPLIFY ETF TR
-5.21%
Shares12.3K
Event2026-03-31
Filed2026-05-12
PFFD
GLOBAL X
0.12%
Shares19.4K
Event2026-03-31
Filed2026-05-12
BUFZ
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares13.2K
Event2026-03-31
Filed2026-05-12
DBX
DROPBOX INC
-61.97%
Shares15.0K
Event2026-03-31
Filed2026-05-12
FSCO
FS CREDIT OPPORTUNITIES CORP
-9.28%
Shares66.4K
Event2026-03-31
Filed2026-05-12
MMIT
NEW YORK LIFE INVTS ACTIVE E
-0.51%
Shares13.9K
Event2026-03-31
Filed2026-05-12
STWD
STARWOOD PPTY TR INC
-1.40%
Shares19.2K
Event2026-03-31
Filed2026-05-12
NIO
NIO INC
-1.39%
Shares54.8K
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WCG Wealth Advisors LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo