The Analysis of WEALTH ALLIANCE, LLC's Holdings & P&L


Currently, WEALTH ALLIANCE, LLC holds 548 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in EFG (+92.0K shares, valued at $10.2M), GOVT (+354.2K shares, valued at $8.1M), BLCR (+184.6K shares, valued at $7.6M); decreased their positions in OEF (-41.2K shares, valued at $13.1M), MUB (-121.3K shares, valued at $12.9M), ITA (-22.4K shares, valued at $4.9M); initiated new positions in BLCR (+184.6K shares, valued at $7.6M), IDEF (+207.2K shares, valued at $6.8M), LMUB (+82.4K shares, valued at $4.1M).


1M P&L
+32.1M+3.35%
3M P&L
+26.5M+2.75%
HY P&L
+66.1M+7.15%

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/A510.1M
54.9%
2Consumer Electronics94.2M
10.1%
3Drug Manufacturers - General30.7M
3.3%

Top Industries by Stock Count

1N/A186 stocks
36.8%
2Software - Application22 stocks
4.3%
3Semiconductors10 stocks
2.0%
Stock Holdings
AAPL
APPLE INC
-0.98%
Shares338.7K
Event2026-03-31
Filed2026-05-14
IVV
ISHARES TR
12.93%
Shares62.8K
Event2026-03-31
Filed2026-05-14
DYNF
BLACKROCK ETF TRUST
5.74%
Shares548.6K
Event2026-03-31
Filed2026-05-14
IVE
ISHARES TR
-9.86%
Shares149.0K
Event2026-03-31
Filed2026-05-14
IUSB
ISHARES TR
17.49%
Shares562.1K
Event2026-03-31
Filed2026-05-14
IVW
ISHARES TR
-6.01%
Shares217.9K
Event2026-03-31
Filed2026-05-14
IEMG
ISHARES INC
-13.84%
Shares293.4K
Event2026-03-31
Filed2026-05-14
EFV
ISHARES TR
-3.61%
Shares256.4K
Event2026-03-31
Filed2026-05-14
ALPS ETF TR
ALPS ETF TR
6.26%
Shares292.2K
Event2026-03-31
Filed2026-05-14
MSFT
MICROSOFT CORP
-7.38%
Shares39.1K
Event2026-03-31
Filed2026-05-14
NVDA
NVIDIA CORPORATION
-2.94%
Shares73.5K
Event2026-03-31
Filed2026-05-14
AMZN
AMAZON COM INC
-2.69%
Shares59.2K
Event2026-03-31
Filed2026-05-14
THRO
BLACKROCK ETF TRUST
14.67%
Shares339.3K
Event2026-03-31
Filed2026-05-14
QUAL
ISHARES TR
7.24%
Shares62.6K
Event2026-03-31
Filed2026-05-14
EFG
ISHARES TR
1001.62%
Shares101.2K
Event2026-03-31
Filed2026-05-14
BAI
BLACKROCK ETF TRUST
18.56%
Shares330.9K
Event2026-03-31
Filed2026-05-14
SPY
STATE STR SPDR S&P 500 ETF T
-6.01%
Shares14.8K
Event2026-03-31
Filed2026-05-14
ISHARES GOLD TR
ISHARES GOLD TR
-31.50%
Shares101.0K
Event2026-03-31
Filed2026-05-14
GOVT
ISHARES TR
1115.25%
Shares386.0K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
-0.15%
Shares30.7K
Event2026-03-31
Filed2026-05-14
BROADCOM INC
BROADCOM INC
3.25%
Shares25.7K
Event2026-03-31
Filed2026-05-14
TLH
ISHARES TR
-11.70%
Shares78.5K
Event2026-03-31
Filed2026-05-14
META
META PLATFORMS INC
7.57%
Shares13.7K
Event2026-03-31
Filed2026-05-14
BLCR
BLACKROCK ETF TRUST
New
Shares184.6K
Event2026-03-31
Filed2026-05-14
OEF
ISHARES TR
-64.62%
Shares22.5K
Event2026-03-31
Filed2026-05-14
MTUM
ISHARES TR
-5.50%
Shares29.8K
Event2026-03-31
Filed2026-05-14
LLY
ELI LILLY & CO
-2.01%
Shares7.7K
Event2026-03-31
Filed2026-05-14
VNQ
VANGUARD INDEX FDS
14.25%
Shares77.9K
Event2026-03-31
Filed2026-05-14
SHV
ISHARES TR
44.70%
Shares62.6K
Event2026-03-31
Filed2026-05-14
IDEF
BLACKROCK ETF TRUST
New
Shares207.2K
Event2026-03-31
Filed2026-05-14
TOUS
T ROWE PRICE ETF INC
233.60%
Shares192.6K
Event2026-03-31
Filed2026-05-14
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-2.54%
Shares18.9K
Event2026-03-31
Filed2026-05-14
MBB
ISHARES TR
6.58%
Shares65.0K
Event2026-03-31
Filed2026-05-14
BINC
BLACKROCK ETF TRUST II
-12.31%
Shares108.3K
Event2026-03-31
Filed2026-05-14
XOM
EXXON MOBIL CORP
-19.68%
Shares32.5K
Event2026-03-31
Filed2026-05-14
AOA
ISHARES TR
-1.50%
Shares60.2K
Event2026-03-31
Filed2026-05-14
CVX
CHEVRON CORPORATION
7.07%
Shares24.5K
Event2026-03-31
Filed2026-05-14
ARISTA NETWORKS INC
ARISTA NETWORKS INC
1.14%
Shares39.8K
Event2026-03-31
Filed2026-05-14
ALPHABET INC
ALPHABET INC
4.96%
Shares16.7K
Event2026-03-31
Filed2026-05-14
TCAF
T ROWE PRICE ETF INC
164.23%
Shares134.0K
Event2026-03-31
Filed2026-05-14
IEFA
ISHARES TR
-9.82%
Shares52.6K
Event2026-03-31
Filed2026-05-14
JPM
JPMORGAN CHASE & CO
-5.20%
Shares16.0K
Event2026-03-31
Filed2026-05-14
ABBV
ABBVIE INC
-4.49%
Shares21.0K
Event2026-03-31
Filed2026-05-14
IAGG
ISHARES TR
10.27%
Shares88.3K
Event2026-03-31
Filed2026-05-14
BRTR
BLACKROCK ETF TRUST II
157.47%
Shares85.3K
Event2026-03-31
Filed2026-05-14
VB
VANGUARD INDEX FDS
-9.30%
Shares15.9K
Event2026-03-31
Filed2026-05-14
CGDV
CAPITAL GROUP DIVIDEND VALUE
130.10%
Shares97.2K
Event2026-03-31
Filed2026-05-14
LMUB
ISHARES TR
New
Shares82.4K
Event2026-03-31
Filed2026-05-14
JNJ
JOHNSON & JOHNSON
-26.03%
Shares16.8K
Event2026-03-31
Filed2026-05-14
AMGN
AMGEN INC
-14.45%
Shares11.5K
Event2026-03-31
Filed2026-05-14
TIP
ISHARES TR
3.69%
Shares35.8K
Event2026-03-31
Filed2026-05-14
AVEM
AMERICAN CENTY ETF TR
105.27%
Shares48.8K
Event2026-03-31
Filed2026-05-14
PEP
PEPSICO INC
9.93%
Shares25.1K
Event2026-03-31
Filed2026-05-14
PMAR
INNOVATOR ETFS TRUST
4.27%
Shares87.2K
Event2026-03-31
Filed2026-05-14
VZ
VERIZON COMMUNICATIONS INC
23.29%
Shares76.7K
Event2026-03-31
Filed2026-05-14
IEF
ISHARES TR
3.88%
Shares40.2K
Event2026-03-31
Filed2026-05-14
VTEB
VANGUARD MUN BD FDS
2.24%
Shares74.9K
Event2026-03-31
Filed2026-05-14
ASML
ASML HLDG NV
-6.72%
Shares2.8K
Event2026-03-31
Filed2026-05-14
PG
PROCTER & GAMBLE CO
-2.54%
Shares25.0K
Event2026-03-31
Filed2026-05-14
COMT
ISHARES U S ETF TR
0.57%
Shares106.0K
Event2026-03-31
Filed2026-05-14
MINT
PIMCO ETF TR
1234.51%
Shares34.9K
Event2026-03-31
Filed2026-05-14
LAM RESEARCH CORP
LAM RESEARCH CORP
5.56%
Shares16.1K
Event2026-03-31
Filed2026-05-14
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.31%
Shares7.0K
Event2026-03-31
Filed2026-05-14
IJH
ISHARES TR
-13.24%
Shares48.0K
Event2026-03-31
Filed2026-05-14
V
VISA INC
3.09%
Shares10.7K
Event2026-03-31
Filed2026-05-14
POCT
INNOVATOR ETFS TRUST
0.00%
Shares75.0K
Event2026-03-31
Filed2026-05-14
JAAA
JANUS DETROIT STR TR
-5.18%
Shares64.2K
Event2026-03-31
Filed2026-05-14
BNDX
VANGUARD CHARLOTTE FDS
44.19%
Shares67.1K
Event2026-03-31
Filed2026-05-14
VO
VANGUARD INDEX FDS
-8.79%
Shares11.2K
Event2026-03-31
Filed2026-05-14
PM
PHILIP MORRIS INTL INC
-0.21%
Shares18.9K
Event2026-03-31
Filed2026-05-14
PLD
PROLOGIS INC.
-8.11%
Shares23.5K
Event2026-03-31
Filed2026-05-14
NFLX
NETFLIX INC.
8.52%
Shares32.3K
Event2026-03-31
Filed2026-05-14
NEE
NEXTERA ENERGY INC
-4.51%
Shares33.4K
Event2026-03-31
Filed2026-05-14
MUB
ISHARES TR
-81.41%
Shares27.7K
Event2026-03-31
Filed2026-05-14
TSLA
TESLA INC
-8.09%
Shares7.8K
Event2026-03-31
Filed2026-05-14
IYW
ISHARES TR
-19.44%
Shares16.0K
Event2026-03-31
Filed2026-05-14
WMT
WALMART INC
-15.03%
Shares23.1K
Event2026-03-31
Filed2026-05-14
TOTALENERGIES SE
TOTALENERGIES SE
2.29%
Shares31.3K
Event2026-03-31
Filed2026-05-14
MERCK & CO INC
MERCK & CO INC
33.36%
Shares23.0K
Event2026-03-31
Filed2026-05-14
PJAN
INNOVATOR ETFS TRUST
-16.29%
Shares59.8K
Event2026-03-31
Filed2026-05-14
EATON CORP PLC
EATON CORP PLC
4.39%
Shares7.5K
Event2026-03-31
Filed2026-05-14
IJR
ISHARES TR
-12.21%
Shares21.3K
Event2026-03-31
Filed2026-05-14
IVLU
ISHARES TR
-4.94%
Shares66.1K
Event2026-03-31
Filed2026-05-14
PFE
PFIZER INC
-2.33%
Shares91.5K
Event2026-03-31
Filed2026-05-14
JMBS
JANUS DETROIT STR TR
124.48%
Shares55.1K
Event2026-03-31
Filed2026-05-14
PMAY
INNOVATOR ETFS TRUST
-3.92%
Shares62.0K
Event2026-03-31
Filed2026-05-14
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-0.62%
Shares18.7K
Event2026-03-31
Filed2026-05-14
PNC
PNC FINL SVCS GROUP INC
1.84%
Shares11.6K
Event2026-03-31
Filed2026-05-14
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
38.33%
Shares20.0K
Event2026-03-31
Filed2026-05-14
MA
MASTERCARD INCORPORATED
4.29%
Shares4.6K
Event2026-03-31
Filed2026-05-14
VOT
VANGUARD INDEX FDS
-10.66%
Shares9.0K
Event2026-03-31
Filed2026-05-14
PNOV
INNOVATOR ETFS TRUST
0.00%
Shares55.3K
Event2026-03-31
Filed2026-05-14
VOE
VANGUARD INDEX FDS
-10.45%
Shares12.2K
Event2026-03-31
Filed2026-05-14
BTI
BRITISH AMERN TOB PLC
13.87%
Shares37.0K
Event2026-03-31
Filed2026-05-14
AMT
AMERICAN TOWER CORP
163.53%
Shares12.1K
Event2026-03-31
Filed2026-05-14
ENB
ENBRIDGE INC
-0.76%
Shares38.3K
Event2026-03-31
Filed2026-05-14
PJUN
INNOVATOR ETFS TRUST
-2.94%
Shares49.6K
Event2026-03-31
Filed2026-05-14
CME
CME GROUP INC
30.94%
Shares6.9K
Event2026-03-31
Filed2026-05-14
SNY
SANOFI SA
23.94%
Shares42.0K
Event2026-03-31
Filed2026-05-14
XTEN
BONDBLOXX ETF TRUST
83.02%
Shares44.0K
Event2026-03-31
Filed2026-05-14
RTX
RTX CORPORATION
-6.67%
Shares10.4K
Event2026-03-31
Filed2026-05-14
PFEB
INNOVATOR ETFS TRUST
-0.49%
Shares49.7K
Event2026-03-31
Filed2026-05-14
SPMO
INVESCO EXCH TRADED FD TR II
159.52%
Shares17.6K
Event2026-03-31
Filed2026-05-14
PAUG
INNOVATOR ETFS TRUST
-0.76%
Shares46.2K
Event2026-03-31
Filed2026-05-14
MCD
MCDONALDS CORP
-10.69%
Shares6.3K
Event2026-03-31
Filed2026-05-14
LINDE PLC
LINDE PLC
15.84%
Shares3.9K
Event2026-03-31
Filed2026-05-14
ORCL
ORACLE CORP
3.08%
Shares13.0K
Event2026-03-31
Filed2026-05-14
USB
US BANCORP
1.27%
Shares36.4K
Event2026-03-31
Filed2026-05-14
SHLD
GLOBAL X FDS
269.74%
Shares26.4K
Event2026-03-31
Filed2026-05-14
PEY
INVESCO EXCHANGE TRADED FD T
1.99%
Shares86.8K
Event2026-03-31
Filed2026-05-14
APH
AMPHENOL CORP
11.75%
Shares14.7K
Event2026-03-31
Filed2026-05-14
MDLZ
MONDELEZ INTL INC
50.06%
Shares31.7K
Event2026-03-31
Filed2026-05-14
DIS
DISNEY WALT CO
-2.49%
Shares18.9K
Event2026-03-31
Filed2026-05-14
NATIONAL GRID PLC
NATIONAL GRID PLC
-25.73%
Shares21.2K
Event2026-03-31
Filed2026-05-14
FE
FIRSTENERGY CORP
27.16%
Shares35.1K
Event2026-03-31
Filed2026-05-14
CSCO
CISCO SYS INC
-7.84%
Shares22.5K
Event2026-03-31
Filed2026-05-14
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares8.8K
Event2026-03-31
Filed2026-05-14
HD
HOME DEPOT INC
-0.04%
Shares5.1K
Event2026-03-31
Filed2026-05-14
PAYX
PAYCHEX INC
56.28%
Shares18.0K
Event2026-03-31
Filed2026-05-14
UNILEVER PLC
UNILEVER PLC
33.03%
Shares28.6K
Event2026-03-31
Filed2026-05-14
SCHW
SCHWAB CHARLES CORP
-0.17%
Shares17.3K
Event2026-03-31
Filed2026-05-14
CMI
CUMMINS INC
3.47%
Shares3.0K
Event2026-03-31
Filed2026-05-14
BIZD
VANECK ETF TRUST
24.02%
Shares126.2K
Event2026-03-31
Filed2026-05-14
LOW
LOWES COS INC
-7.41%
Shares6.8K
Event2026-03-31
Filed2026-05-14
PDEC
INNOVATOR ETFS TRUST
-3.42%
Shares37.4K
Event2026-03-31
Filed2026-05-14
MMC
MARSH & MCLENNAN COS INC
-9.14%
Shares9.1K
Event2026-03-31
Filed2026-05-14
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-38.52%
Shares2.6K
Event2026-03-31
Filed2026-05-14
PANW
PALO ALTO NETWORKS INC
11.01%
Shares9.7K
Event2026-03-31
Filed2026-05-14
MO
ALTRIA GROUP INC
22.87%
Shares22.9K
Event2026-03-31
Filed2026-05-14
AXP
AMERICAN EXPRESS CO
1.33%
Shares5.0K
Event2026-03-31
Filed2026-05-14
IBM
INTERNATIONAL BUSINESS MACHS
-1.46%
Shares6.1K
Event2026-03-31
Filed2026-05-14
ZTS
ZOETIS INC
24.67%
Shares12.5K
Event2026-03-31
Filed2026-05-14
TLTW
ISHARES TR
25.24%
Shares65.1K
Event2026-03-31
Filed2026-05-14
LMT
LOCKHEED MARTIN CORP
-22.26%
Shares2.4K
Event2026-03-31
Filed2026-05-14
VBK
VANGUARD INDEX FDS
-12.52%
Shares4.8K
Event2026-03-31
Filed2026-05-14
COST
COSTCO WHOLESALE CORPORATION
-3.35%
Shares1.4K
Event2026-03-31
Filed2026-05-14
ITOT
ISHARES TR
28.55%
Shares10.1K
Event2026-03-31
Filed2026-05-14
JEPI
J P MORGAN EXCHANGE TRADED F
1.30%
Shares25.2K
Event2026-03-31
Filed2026-05-14
LCTU
BLACKROCK ETF TRUST
-9.42%
Shares20.4K
Event2026-03-31
Filed2026-05-14
TFC
TRUIST FINL CORP
-27.01%
Shares30.0K
Event2026-03-31
Filed2026-05-14
SPYI
NEOS ETF TRUST
25.89%
Shares27.7K
Event2026-03-31
Filed2026-05-14
ISRG
INTUITIVE SURGICAL INC
5.94%
Shares3.0K
Event2026-03-31
Filed2026-05-14
VTV
VANGUARD INDEX FDS
-10.59%
Shares6.9K
Event2026-03-31
Filed2026-05-14
JMUB
J P MORGAN EXCHANGE TRADED F
117.91%
Shares27.2K
Event2026-03-31
Filed2026-05-14
IJAN
INNOVATOR ETFS TRUST
50.66%
Shares37.3K
Event2026-03-31
Filed2026-05-14
GS
GOLDMAN SACHS GROUP INC
-9.10%
Shares1.6K
Event2026-03-31
Filed2026-05-14
SPGI
S&P GLOBAL INC
4.38%
Shares3.2K
Event2026-03-31
Filed2026-05-14
TJX
TJX COS INC NEW
1.13%
Shares8.2K
Event2026-03-31
Filed2026-05-14
NOC
NORTHROP GRUMMAN CORP
-11.45%
Shares1.9K
Event2026-03-31
Filed2026-05-14
XEL
XCEL ENERGY INC
-24.57%
Shares16.4K
Event2026-03-31
Filed2026-05-14
ITA
ISHARES TR
-78.98%
Shares6.0K
Event2026-03-31
Filed2026-05-14
BAC
BANK AMERICA CORP
-13.09%
Shares26.6K
Event2026-03-31
Filed2026-05-14
TRP
TC ENERGY CORP
0.03%
Shares20.1K
Event2026-03-31
Filed2026-05-14
ESGU
ISHARES TR
4.17%
Shares8.9K
Event2026-03-31
Filed2026-05-14
AMCOR PLC
AMCOR PLC
New
Shares31.4K
Event2026-03-31
Filed2026-05-14
VBR
VANGUARD INDEX FDS
-10.27%
Shares5.6K
Event2026-03-31
Filed2026-05-14
OZ
BELPOINTE PREP LLC
-19.30%
Shares23.0K
Event2026-03-31
Filed2026-05-14
GE AEROSPACE
GE AEROSPACE
22.61%
Shares4.3K
Event2026-03-31
Filed2026-05-14
VFH
VANGUARD WORLD FD
1.33%
Shares9.9K
Event2026-03-31
Filed2026-05-14
FBTC
FIDELITY WISE ORIGIN BITCOIN
122.33%
Shares20.1K
Event2026-03-31
Filed2026-05-14
CAT
CATERPILLAR INC
-3.86%
Shares1.7K
Event2026-03-31
Filed2026-05-14
TXN
TEXAS INSTRS INC
-11.39%
Shares6.0K
Event2026-03-31
Filed2026-05-14
SBUX
STARBUCKS CORP
21.46%
Shares12.9K
Event2026-03-31
Filed2026-05-14
BMY
BRISTOL-MYERS SQUIBB CO
-3.01%
Shares19.0K
Event2026-03-31
Filed2026-05-14
PPL
PPL CORP
0.59%
Shares29.9K
Event2026-03-31
Filed2026-05-14
GEV
GE VERNOVA INC
22.34%
Shares1.3K
Event2026-03-31
Filed2026-05-14
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-0.56%
Shares67.0K
Event2026-03-31
Filed2026-05-14
ABT
ABBOTT LABORATORIES
-17.51%
Shares11.0K
Event2026-03-31
Filed2026-05-14
WFC
WELLS FARGO & CO
-6.36%
Shares14.0K
Event2026-03-31
Filed2026-05-14
KO
COCA COLA CO
17.12%
Shares14.5K
Event2026-03-31
Filed2026-05-14
HON
HONEYWELL INTL INC
-10.99%
Shares4.9K
Event2026-03-31
Filed2026-05-14
PZA
INVESCO EXCH TRADED FD TR II
New
Shares47.5K
Event2026-03-31
Filed2026-05-14
PSEP
INNOVATOR ETFS TRUST
0.00%
Shares25.3K
Event2026-03-31
Filed2026-05-14
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
9.23%
Shares5.4K
Event2026-03-31
Filed2026-05-14
KJAN
INNOVATOR ETFS TRUST
0.36%
Shares25.7K
Event2026-03-31
Filed2026-05-14
BABA
ALIBABA GROUP HLDG LTD
1.29%
Shares8.5K
Event2026-03-31
Filed2026-05-14
PWR
QUANTA SVCS INC
15.62%
Shares1.9K
Event2026-03-31
Filed2026-05-14
WMB
WILLIAMS COS INC
-5.10%
Shares14.4K
Event2026-03-31
Filed2026-05-14
USRT
ISHARES TR
181.46%
Shares17.6K
Event2026-03-31
Filed2026-05-14
TMO
THERMO FISHER SCIENTIFIC INC
-6.76%
Shares2.1K
Event2026-03-31
Filed2026-05-14
TDY
TELEDYNE TECHNOLOGIES INC
-5.04%
Shares1.7K
Event2026-03-31
Filed2026-05-14
PJUL
INNOVATOR ETFS TRUST
-22.41%
Shares22.2K
Event2026-03-31
Filed2026-05-14
IBIT
ISHARES BITCOIN TRUST ETF
78.35%
Shares26.4K
Event2026-03-31
Filed2026-05-14
MSI
MOTOROLA SOLUTIONS INC
4.81%
Shares2.3K
Event2026-03-31
Filed2026-05-14
ADI
ANALOG DEVICES INC
-9.63%
Shares3.1K
Event2026-03-31
Filed2026-05-14
T
AT&T INC
-10.37%
Shares34.4K
Event2026-03-31
Filed2026-05-14
LQD
ISHARES TR
-1.38%
Shares9.1K
Event2026-03-31
Filed2026-05-14
SUSC
ISHARES TR
0.01%
Shares41.8K
Event2026-03-31
Filed2026-05-14
MUA
BLACKROCK MUNIASSETS FD INC
42.65%
Shares90.7K
Event2026-03-31
Filed2026-05-14
CITIGROUP INC
CITIGROUP INC
-4.30%
Shares8.5K
Event2026-03-31
Filed2026-05-14
SCHD
SCHWAB STRATEGIC TR
-4.93%
Shares30.9K
Event2026-03-31
Filed2026-05-14
SONY
SONY GROUP CORP
-3.52%
Shares45.6K
Event2026-03-31
Filed2026-05-14
INVESCO QQQ TR
INVESCO QQQ TR
0.74%
Shares1.6K
Event2026-03-31
Filed2026-05-14
TRV
TRAVELERS COMPANIES INC
-42.07%
Shares3.2K
Event2026-03-31
Filed2026-05-14
UNP
UNION PAC CORP
6.07%
Shares3.8K
Event2026-03-31
Filed2026-05-14
EMGF
ISHARES INC
-0.96%
Shares15.0K
Event2026-03-31
Filed2026-05-14
ICE
INTERCONTINENTAL EXCHANGE IN
136.01%
Shares5.7K
Event2026-03-31
Filed2026-05-14
PAPR
INNOVATOR ETFS TRUST
-5.06%
Shares22.6K
Event2026-03-31
Filed2026-05-14
NOW
SERVICENOW INC
67.65%
Shares8.6K
Event2026-03-31
Filed2026-05-14
SYSB
ISHARES TR
41.66%
Shares10.0K
Event2026-03-31
Filed2026-05-14
MEDTRONIC PLC
MEDTRONIC PLC
127.52%
Shares10.3K
Event2026-03-31
Filed2026-05-14
TT
TRANE TECHNOLOGIES PLC
-1.87%
Shares2.1K
Event2026-03-31
Filed2026-05-14
UBER
UBER TECHNOLOGIES INC
-16.95%
Shares12.0K
Event2026-03-31
Filed2026-05-14
IWB
ISHARES TR
-52.92%
Shares2.4K
Event2026-03-31
Filed2026-05-14
KAPR
INNOVATOR ETFS TRUST
0.00%
Shares23.6K
Event2026-03-31
Filed2026-05-14
GWW
WW GRAINGER INC
-0.64%
Shares776
Event2026-03-31
Filed2026-05-14
INTU
INTUIT
-16.74%
Shares1.9K
Event2026-03-31
Filed2026-05-14
PBR
PETROLEO BRASILEIRO S A
-16.33%
Shares40.3K
Event2026-03-31
Filed2026-05-14
UNH
UNITEDHEALTH GROUP INC
-2.13%
Shares3.1K
Event2026-03-31
Filed2026-05-14
TLT
ISHARES TR
-58.13%
Shares9.5K
Event2026-03-31
Filed2026-05-14
WSO
WATSCO INC
5.52%
Shares2.2K
Event2026-03-31
Filed2026-05-14
CCJ
CAMECO CORP
-9.36%
Shares7.5K
Event2026-03-31
Filed2026-05-14
DSI
ISHARES TR
-9.14%
Shares6.7K
Event2026-03-31
Filed2026-05-14
CSX
CSX CORP
-10.57%
Shares19.7K
Event2026-03-31
Filed2026-05-14
PLTR
PALANTIR TECHNOLOGIES INC
-12.43%
Shares5.5K
Event2026-03-31
Filed2026-05-14
USXF
ISHARES TR
0.27%
Shares14.6K
Event2026-03-31
Filed2026-05-14
O
REALTY INCOME CORP
-38.17%
Shares13.1K
Event2026-03-31
Filed2026-05-14
KIM
KIMCO REALTY CORP
New
Shares35.5K
Event2026-03-31
Filed2026-05-14
AMD
ADVANCED MICRO DEVICES INC
1.25%
Shares3.9K
Event2026-03-31
Filed2026-05-14
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.91%
Shares4.1K
Event2026-03-31
Filed2026-05-14
SCCO
SOUTHERN COPPER CORP
-12.33%
Shares4.5K
Event2026-03-31
Filed2026-05-14
ABNB
AIRBNB INC
17.77%
Shares6.1K
Event2026-03-31
Filed2026-05-14
HBAN
HUNTINGTON BANCSHARES INC
7.98%
Shares48.5K
Event2026-03-31
Filed2026-05-14
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
1.24%
Shares3.6K
Event2026-03-31
Filed2026-05-14
QQQI
NEOS ETF TRUST
58.72%
Shares15.0K
Event2026-03-31
Filed2026-05-14
SNPS
SYNOPSYS INC
0.05%
Shares1.9K
Event2026-03-31
Filed2026-05-14
SO
SOUTHERN CO
-5.05%
Shares7.7K
Event2026-03-31
Filed2026-05-14
ED
CONSOLIDATED EDISON INC
0.05%
Shares6.5K
Event2026-03-31
Filed2026-05-14
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
5.94%
Shares2.1K
Event2026-03-31
Filed2026-05-14
MU
MICRON TECHNOLOGY INC
-5.38%
Shares2.1K
Event2026-03-31
Filed2026-05-14
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1
Event2026-03-31
Filed2026-05-14
CSPF
COHEN & STEERS ETF TRUST
18.69%
Shares27.9K
Event2026-03-31
Filed2026-05-14
PFXF
VANECK ETF TRUST
0.07%
Shares40.8K
Event2026-03-31
Filed2026-05-14
KMB
KIMBERLY-CLARK CORP
New
Shares7.4K
Event2026-03-31
Filed2026-05-14
COP
CONOCOPHILLIPS
27.15%
Shares5.4K
Event2026-03-31
Filed2026-05-14
KOCT
INNOVATOR ETFS TRUST
0.00%
Shares20.8K
Event2026-03-31
Filed2026-05-14
DHR
DANAHER CORP DEL
1.59%
Shares3.7K
Event2026-03-31
Filed2026-05-14
GLW
CORNING INC
-27.88%
Shares5.2K
Event2026-03-31
Filed2026-05-14
PH
PARKER-HANNIFIN CORP
3.33%
Shares776
Event2026-03-31
Filed2026-05-14
VRTX
VERTEX PHARMACEUTICALS INC
-1.21%
Shares1.5K
Event2026-03-31
Filed2026-05-14
GLDM
WORLD GOLD TR
-18.07%
Shares7.4K
Event2026-03-31
Filed2026-05-14
ROL
ROLLINS INC
14.77%
Shares12.8K
Event2026-03-31
Filed2026-05-14
BLW
BLACKROCK LTD DURATION INCOM
3.95%
Shares53.9K
Event2026-03-31
Filed2026-05-14
DOV
DOVER CORP
-17.10%
Shares3.2K
Event2026-03-31
Filed2026-05-14
SHEL
SHELL PLC
-28.06%
Shares7.1K
Event2026-03-31
Filed2026-05-14
HSBC
HSBC HLDGS PLC
19.49%
Shares7.9K
Event2026-03-31
Filed2026-05-14
THE CIGNA GROUP
THE CIGNA GROUP
10.67%
Shares2.4K
Event2026-03-31
Filed2026-05-14
SHOP
SHOPIFY INC
-7.82%
Shares5.4K
Event2026-03-31
Filed2026-05-14
PGR
PROGRESSIVE CORP
257.64%
Shares3.2K
Event2026-03-31
Filed2026-05-14
VYM
VANGUARD WHITEHALL FDS
-6.62%
Shares4.2K
Event2026-03-31
Filed2026-05-14
CMCSA
COMCAST CORP NEW
30.86%
Shares21.7K
Event2026-03-31
Filed2026-05-14
PUK
PRUDENTIAL PLC
-18.25%
Shares21.9K
Event2026-03-31
Filed2026-05-14
BMO
BANK MONTREAL MEDIUM
-28.79%
Shares4.6K
Event2026-03-31
Filed2026-05-14
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
32.28%
Shares13.4K
Event2026-03-31
Filed2026-05-14
COF
CAPITAL ONE FINL CORP
-2.67%
Shares3.4K
Event2026-03-31
Filed2026-05-14
BRT
BRT APARTMENTS CORP
-4.47%
Shares45.4K
Event2026-03-31
Filed2026-05-14
AVB
AVALONBAY CMNTYS INC
20.98%
Shares3.7K
Event2026-03-31
Filed2026-05-14
IEV
ISHARES TR
7.88%
Shares8.8K
Event2026-03-31
Filed2026-05-14
NOBL
PROSHARES TR
-1.08%
Shares5.6K
Event2026-03-31
Filed2026-05-14
ADP
AUTOMATIC DATA PROCESSING IN
-3.83%
Shares2.9K
Event2026-03-31
Filed2026-05-14
VIS
VANGUARD WORLD FD
0.05%
Shares1.9K
Event2026-03-31
Filed2026-05-14
BLACKSTONE INC
BLACKSTONE INC
11.66%
Shares5.1K
Event2026-03-31
Filed2026-05-14
HSY
HERSHEY CO
-32.61%
Shares2.8K
Event2026-03-31
Filed2026-05-14
APP
APPLOVIN CORP
-15.34%
Shares1.4K
Event2026-03-31
Filed2026-05-14
WRB
BERKLEY W R CORP
1.21%
Shares8.6K
Event2026-03-31
Filed2026-05-14
AEM
AGNICO EAGLE MINES LTD
5.49%
Shares2.8K
Event2026-03-31
Filed2026-05-14
VXF
VANGUARD INDEX FDS
-81.75%
Shares2.8K
Event2026-03-31
Filed2026-05-14
EAGG
ISHARES TR
104.19%
Shares11.8K
Event2026-03-31
Filed2026-05-14
SNOW
SNOWFLAKE INC
34.95%
Shares3.7K
Event2026-03-31
Filed2026-05-14
VEA
VANGUARD TAX-MANAGED FDS
-11.53%
Shares8.7K
Event2026-03-31
Filed2026-05-14
VHT
VANGUARD WORLD FD
-0.49%
Shares2.0K
Event2026-03-31
Filed2026-05-14
SHW
SHERWIN WILLIAMS CO
-1.71%
Shares1.7K
Event2026-03-31
Filed2026-05-14
EQIX
EQUINIX INC
-52.61%
Shares562
Event2026-03-31
Filed2026-05-14
PPG
PPG INDS INC
2.79%
Shares5.1K
Event2026-03-31
Filed2026-05-14
TYG
TORTOISE ENERGY INFRSTRCTR C
-1.81%
Shares11.0K
Event2026-03-31
Filed2026-05-14
STLD
STEEL DYNAMICS INC
-2.97%
Shares3.0K
Event2026-03-31
Filed2026-05-14
USMV
ISHARES TR
-4.21%
Shares5.9K
Event2026-03-31
Filed2026-05-14
IBKR
INTERACTIVE BROKERS GROUP IN
5.40%
Shares8.1K
Event2026-03-31
Filed2026-05-14
FAST
FASTENAL CO
14.15%
Shares11.6K
Event2026-03-31
Filed2026-05-14
IAPR
INNOVATOR ETFS TRUST
-2.10%
Shares16.9K
Event2026-03-31
Filed2026-05-14
CRM
SALESFORCE INC
-48.18%
Shares2.9K
Event2026-03-31
Filed2026-05-14
CARR
CARRIER GLOBAL CORPORATION
New
Shares9.5K
Event2026-03-31
Filed2026-05-14
FCX
FREEPORT MCMORAN INC
14.25%
Shares9.0K
Event2026-03-31
Filed2026-05-14
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
-1.06%
Shares4.6K
Event2026-03-31
Filed2026-05-14
GSLC
GOLDMAN SACHS ETF TR
-2.91%
Shares4.2K
Event2026-03-31
Filed2026-05-14
RIO
RIO TINTO PLC
New
Shares5.6K
Event2026-03-31
Filed2026-05-14
SYK
STRYKER CORPORATION
-6.17%
Shares1.6K
Event2026-03-31
Filed2026-05-14
IAUG
INNOVATOR ETFS TRUST
0.00%
Shares18.3K
Event2026-03-31
Filed2026-05-14
DEM
WISDOMTREE TR
32.93%
Shares10.5K
Event2026-03-31
Filed2026-05-14
NBIS
NEBIUS GROUP N.V.
1.62%
Shares5.0K
Event2026-03-31
Filed2026-05-14
CVS
CVS HEALTH CORP
-2.70%
Shares7.2K
Event2026-03-31
Filed2026-05-14
TRGP
TARGA RES CORP
36.77%
Shares2.1K
Event2026-03-31
Filed2026-05-14
KJUL
INNOVATOR ETFS TRUST
-1.06%
Shares16.1K
Event2026-03-31
Filed2026-05-14
ESGE
ISHARES INC
-10.00%
Shares11.2K
Event2026-03-31
Filed2026-05-14
ROST
ROSS STORES INC
18.26%
Shares2.3K
Event2026-03-31
Filed2026-05-14
PFG
PRINCIPAL FINANCIAL GROUP IN
New
Shares5.5K
Event2026-03-31
Filed2026-05-14
NVS
NOVARTIS AG
-8.82%
Shares3.2K
Event2026-03-31
Filed2026-05-14
ELV
ELEVANCE HEALTH INC FORMERLY
2.36%
Shares1.7K
Event2026-03-31
Filed2026-05-14
RBC
RBC BEARINGS INC
-6.22%
Shares904
Event2026-03-31
Filed2026-05-14
CANADIAN PACIFIC KANSAS CITY
CANADIAN PACIFIC KANSAS CITY
0.08%
Shares6.2K
Event2026-03-31
Filed2026-05-14
MNST
MONSTER BEVERAGE CORP NEW
2.24%
Shares6.8K
Event2026-03-31
Filed2026-05-14
VCSH
VANGUARD SCOTTSDALE FDS
7.43%
Shares6.1K
Event2026-03-31
Filed2026-05-14
SW
SMURFIT WESTROCK PLC
New
Shares12.0K
Event2026-03-31
Filed2026-05-14
IDEC
INNOVATOR ETFS TRUST
0.00%
Shares14.6K
Event2026-03-31
Filed2026-05-14
VGT
VANGUARD WORLD FD
0.00%
Shares683
Event2026-03-31
Filed2026-05-14
VICI
VICI PPTYS INC
23.89%
Shares17.3K
Event2026-03-31
Filed2026-05-14
ARES
ARES MANAGEMENT CORPORATION
-10.32%
Shares4.3K
Event2026-03-31
Filed2026-05-14
IDXX
IDEXX LABS INC
10.01%
Shares835
Event2026-03-31
Filed2026-05-14
HDB
HDFC BANK LTD
-21.23%
Shares18.8K
Event2026-03-31
Filed2026-05-14
ITW
ILLINOIS TOOL WKS INC
-2.79%
Shares1.8K
Event2026-03-31
Filed2026-05-14
CDW
CDW CORP
80.50%
Shares3.8K
Event2026-03-31
Filed2026-05-14
SRE
SEMPRA
-13.05%
Shares4.7K
Event2026-03-31
Filed2026-05-14
MMM
3M CO
-8.18%
Shares3.1K
Event2026-03-31
Filed2026-05-14
NU
NU HLDGS LTD
57.04%
Shares31.7K
Event2026-03-31
Filed2026-05-14
NKE
NIKE INC
5.64%
Shares8.6K
Event2026-03-31
Filed2026-05-14
ILCV
ISHARES TR
0.68%
Shares4.9K
Event2026-03-31
Filed2026-05-14
IMAY
INNOVATOR ETFS TRUST
0.00%
Shares14.9K
Event2026-03-31
Filed2026-05-14
NDAQ
NASDAQ INC
-3.91%
Shares5.3K
Event2026-03-31
Filed2026-05-14
DMXF
ISHARES TR
New
Shares5.9K
Event2026-03-31
Filed2026-05-14
SPOT
SPOTIFY TECHNOLOGY S A
New
Shares912
Event2026-03-31
Filed2026-05-14
PEG
PUBLIC SVC ENTERPRISE GROUP
-4.49%
Shares5.4K
Event2026-03-31
Filed2026-05-14
APD
AIR PRODUCTS AND CHEMICALS I
-5.65%
Shares1.5K
Event2026-03-31
Filed2026-05-14
LPLA
LPL FINL HLDGS INC
-12.19%
Shares1.4K
Event2026-03-31
Filed2026-05-14
GLD
SPDR GOLD TR
-19.37%
Shares1.0K
Event2026-03-31
Filed2026-05-14
J
JACOBS SOLUTIONS INC
-0.50%
Shares3.4K
Event2026-03-31
Filed2026-05-14
CMG
CHIPOTLE MEXICAN GRILL INC
20.08%
Shares13.4K
Event2026-03-31
Filed2026-05-14
FIVE
FIVE BELOW INC
-27.94%
Shares1.9K
Event2026-03-31
Filed2026-05-14
INFY
INFOSYS LTD
2.18%
Shares31.8K
Event2026-03-31
Filed2026-05-14
SAN
BANCO SANTANDER SA
-13.36%
Shares37.9K
Event2026-03-31
Filed2026-05-14
IXUS
ISHARES TR
-9.43%
Shares4.9K
Event2026-03-31
Filed2026-05-14
IOCT
INNOVATOR ETFS TRUST
0.00%
Shares12.2K
Event2026-03-31
Filed2026-05-14
DDOG
DATADOG INC
17.89%
Shares3.6K
Event2026-03-31
Filed2026-05-14
VAW
VANGUARD WORLD FD
-1.63%
Shares1.9K
Event2026-03-31
Filed2026-05-14
BJ
BJS WHSL CLUB HLDGS INC
-4.11%
Shares4.3K
Event2026-03-31
Filed2026-05-14
ULS
UL SOLUTIONS INC
19.84%
Shares4.9K
Event2026-03-31
Filed2026-05-14
DRI
DARDEN RESTAURANTS INC
New
Shares2.1K
Event2026-03-31
Filed2026-05-14
MFC
MANULIFE FINL CORP
-3.30%
Shares12.1K
Event2026-03-31
Filed2026-05-14
ZWS
ZURN ELKAY WATER SOLNS CORP
4.86%
Shares9.2K
Event2026-03-31
Filed2026-05-14
BLACKROCK INC
BLACKROCK INC
-31.20%
Shares430
Event2026-03-31
Filed2026-05-14
UMAY
INNOVATOR ETFS TRUST
0.00%
Shares11.2K
Event2026-03-31
Filed2026-05-14
INMU
BLACKROCK ETF TRUST II
New
Shares17.3K
Event2026-03-31
Filed2026-05-14
ORLY
OREILLY AUTOMOTIVE INC
0.72%
Shares4.5K
Event2026-03-31
Filed2026-05-14
SAP
SAP SE
-35.76%
Shares2.4K
Event2026-03-31
Filed2026-05-14
ITUB
ITAU UNIBANCO HLDG S A
-30.77%
Shares49.2K
Event2026-03-31
Filed2026-05-14
MDY
STATE STR SPDR S&P MIDCAP 40
-60.53%
Shares665
Event2026-03-31
Filed2026-05-14
JKHY
HENRY JACK & ASSOC INC
2.50%
Shares2.6K
Event2026-03-31
Filed2026-05-14
KAUG
INNOVATOR ETFS TRUST
0.00%
Shares15.2K
Event2026-03-31
Filed2026-05-14
VOX
VANGUARD WORLD FD
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-14
LOPE
GRAND CANYON ED INC
13.96%
Shares2.4K
Event2026-03-31
Filed2026-05-14
ALC
ALCON AG
-0.30%
Shares5.3K
Event2026-03-31
Filed2026-05-14
MEDP
MEDPACE HLDGS INC
8.33%
Shares832
Event2026-03-31
Filed2026-05-14
ROAD
CONSTRUCTION PARTNERS INC
-1.30%
Shares3.6K
Event2026-03-31
Filed2026-05-14
D
DOMINION ENERGY INC
-14.38%
Shares6.4K
Event2026-03-31
Filed2026-05-14
BK
BANK NEW YORK MELLON CORP
-1.16%
Shares3.3K
Event2026-03-31
Filed2026-05-14
INTC
INTEL CORP
-10.52%
Shares8.9K
Event2026-03-31
Filed2026-05-14
VCR
VANGUARD WORLD FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-14
HIG
HARTFORD INSURANCE GROUP INC
-1.27%
Shares2.9K
Event2026-03-31
Filed2026-05-14
XLE
SELECT SECTOR SPDR TR
6.89%
Shares6.3K
Event2026-03-31
Filed2026-05-14
PVAL
PUTNAM ETF TRUST
New
Shares8.3K
Event2026-03-31
Filed2026-05-14
ALLE
ALLEGION PLC
4.51%
Shares2.6K
Event2026-03-31
Filed2026-05-14
SITE
SITEONE LANDSCAPE SUPPLY INC
2.66%
Shares2.9K
Event2026-03-31
Filed2026-05-14
ESGD
ISHARES TR
4.36%
Shares4.0K
Event2026-03-31
Filed2026-05-14
CHD
CHURCH & DWIGHT CO INC
18.13%
Shares4.1K
Event2026-03-31
Filed2026-05-14
SPHD
INVESCO EXCH TRADED FD TR II
1.23%
Shares7.6K
Event2026-03-31
Filed2026-05-14
NXPI
NXP SEMICONDUCTORS N V
-11.31%
Shares1.9K
Event2026-03-31
Filed2026-05-14
RB GLOBAL INC
RB GLOBAL INC
4.97%
Shares3.9K
Event2026-03-31
Filed2026-05-14
ASX
ASE TECHNOLOGY HLDG CO LTD
-30.62%
Shares17.3K
Event2026-03-31
Filed2026-05-14
REGN
REGENERON PHARMACEUTICALS
5.43%
Shares485
Event2026-03-31
Filed2026-05-14
IUSV
ISHARES TR
-4.19%
Shares3.7K
Event2026-03-31
Filed2026-05-14
HLI
HOULIHAN LOKEY INC
0.27%
Shares2.6K
Event2026-03-31
Filed2026-05-14
NDSN
NORDSON CORP
4.97%
Shares1.4K
Event2026-03-31
Filed2026-05-14
GILD
GILEAD SCIENCES INC
-62.42%
Shares2.6K
Event2026-03-31
Filed2026-05-14
OKE
ONEOK INC NEW
-0.68%
Shares4.1K
Event2026-03-31
Filed2026-05-14
MELI
MERCADOLIBRE INC
-3.18%
Shares213
Event2026-03-31
Filed2026-05-14
GMAB
GENMAB A/S
-3.47%
Shares13.6K
Event2026-03-31
Filed2026-05-14
CSW
CSW INDUSTRIALS INC
-1.34%
Shares1.4K
Event2026-03-31
Filed2026-05-14
CSGP
COSTAR GROUP INC
137.29%
Shares9.0K
Event2026-03-31
Filed2026-05-14
ENSG
ENSIGN GROUP INC
-1.36%
Shares1.8K
Event2026-03-31
Filed2026-05-14
KMI
KINDER MORGAN INC DEL
-6.57%
Shares10.8K
Event2026-03-31
Filed2026-05-14
SCHZ
SCHWAB STRATEGIC TR
35.58%
Shares15.6K
Event2026-03-31
Filed2026-05-14
CHH
CHOICE HOTELS INTL INC
New
Shares3.5K
Event2026-03-31
Filed2026-05-14
IUSG
ISHARES TR
4.31%
Shares2.3K
Event2026-03-31
Filed2026-05-14
HWM
HOWMET AEROSPACE INC
New
Shares1.6K
Event2026-03-31
Filed2026-05-14
SUN
SUNOCO LP/SUNOCO FIN CORP
-0.70%
Shares5.5K
Event2026-03-31
Filed2026-05-14
REET
ISHARES TR
-74.42%
Shares14.2K
Event2026-03-31
Filed2026-05-14
KDEC
INNOVATOR ETFS TRUST
0.00%
Shares13.8K
Event2026-03-31
Filed2026-05-14
NATWEST GROUP PLC
NATWEST GROUP PLC
-24.45%
Shares23.8K
Event2026-03-31
Filed2026-05-14
ICVT
ISHARES TR
37.10%
Shares3.4K
Event2026-03-31
Filed2026-05-14
HIMU
BLACKROCK ETF TRUST II
-79.13%
Shares7.3K
Event2026-03-31
Filed2026-05-14
WELL
WELLTOWER INC
-13.99%
Shares1.8K
Event2026-03-31
Filed2026-05-14
XBI
SPDR SERIES TRUST
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-14
BDX
BECTON DICKINSON & CO
2.32%
Shares2.2K
Event2026-03-31
Filed2026-05-14
FN
FABRINET
-17.30%
Shares655
Event2026-03-31
Filed2026-05-14
HPE
HEWLETT PACKARD ENTERPRISE C
3.23%
Shares14.3K
Event2026-03-31
Filed2026-05-14
SE
SEA LTD
3.07%
Shares4.1K
Event2026-03-31
Filed2026-05-14
AEP
AMERICAN ELEC PWR CO INC
-69.77%
Shares2.6K
Event2026-03-31
Filed2026-05-14
FMX
FOMENTO ECONOMICO MEXICANO S
-9.27%
Shares3.0K
Event2026-03-31
Filed2026-05-14
ALNY
ALNYLAM PHARMACEUTICALS INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-14
VGK
VANGUARD INTL EQUITY INDEX F
New
Shares4.1K
Event2026-03-31
Filed2026-05-14
IWP
ISHARES TR
-62.90%
Shares2.6K
Event2026-03-31
Filed2026-05-14
ULTA
ULTA BEAUTY INC
5.26%
Shares640
Event2026-03-31
Filed2026-05-14
EAPR
INNOVATOR ETFS TRUST
-3.28%
Shares11.1K
Event2026-03-31
Filed2026-05-14
MCK
MCKESSON CORP
-37.29%
Shares380
Event2026-03-31
Filed2026-05-14
EVUS
ISHARES TR
-10.95%
Shares10.3K
Event2026-03-31
Filed2026-05-14
AWI
ARMSTRONG WORLD INDS INC NEW
-18.17%
Shares2.0K
Event2026-03-31
Filed2026-05-14
ETR
ENTERGY CORP NEW
-0.48%
Shares2.9K
Event2026-03-31
Filed2026-05-14
NYF
ISHARES TR
-25.43%
Shares6.1K
Event2026-03-31
Filed2026-05-14
VTR
VENTAS INC
-4.23%
Shares3.9K
Event2026-03-31
Filed2026-05-14
COOPER COS INC
COOPER COS INC
1.78%
Shares4.5K
Event2026-03-31
Filed2026-05-14
HLMN
HILLMAN SOLUTIONS CORP
4.68%
Shares38.7K
Event2026-03-31
Filed2026-05-14
YUMC
YUM CHINA HLDGS INC
-3.38%
Shares6.6K
Event2026-03-31
Filed2026-05-14
EXPO
EXPONENT INC
10.25%
Shares4.9K
Event2026-03-31
Filed2026-05-14
GSBD
GOLDMAN SACHS BDC INC
0.00%
Shares36.0K
Event2026-03-31
Filed2026-05-14
THO
THOR INDS INC
0.88%
Shares4.0K
Event2026-03-31
Filed2026-05-14
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
39.11%
Shares2.9K
Event2026-03-31
Filed2026-05-14
NXT
NEXTPOWER INC
-15.87%
Shares2.6K
Event2026-03-31
Filed2026-05-14
EJAN
INNOVATOR ETFS TRUST
29.33%
Shares9.4K
Event2026-03-31
Filed2026-05-14
MS
MORGAN STANLEY
-8.25%
Shares1.9K
Event2026-03-31
Filed2026-05-14
BOH
BANK HAWAII CORP
6.30%
Shares4.3K
Event2026-03-31
Filed2026-05-14
DE
DEERE & CO
1.84%
Shares554
Event2026-03-31
Filed2026-05-14
KEYS
KEYSIGHT TECHNOLOGIES INC
-14.65%
Shares1.1K
Event2026-03-31
Filed2026-05-14
GPIX
GOLDMAN SACHS ETF TR
3.65%
Shares6.2K
Event2026-03-31
Filed2026-05-14
CB
CHUBB LTD SWITZ
40.50%
Shares947
Event2026-03-31
Filed2026-05-14
BP
BP PLC
-11.54%
Shares6.6K
Event2026-03-31
Filed2026-05-14
UDEC
INNOVATOR ETFS TRUST
0.00%
Shares7.9K
Event2026-03-31
Filed2026-05-14
AXON
AXON ENTERPRISE INC
19.24%
Shares719
Event2026-03-31
Filed2026-05-14
JBTM
JBT MAREL CORPORATION
-1.46%
Shares2.4K
Event2026-03-31
Filed2026-05-14
TM
TOYOTA MOTOR CORP
50.78%
Shares1.5K
Event2026-03-31
Filed2026-05-14
KMAY
INNOVATOR ETFS TRUST
0.00%
Shares10.4K
Event2026-03-31
Filed2026-05-14
POOL
POOL CORP
64.18%
Shares1.5K
Event2026-03-31
Filed2026-05-14
RGEN
REPLIGEN CORP
18.07%
Shares2.5K
Event2026-03-31
Filed2026-05-14
UPS
UNITED PARCEL SVCS INC
3.50%
Shares3.0K
Event2026-03-31
Filed2026-05-14
HEI.A
HEICO CORP NEW
3.54%
Shares1.4K
Event2026-03-31
Filed2026-05-14
KAI
KADANT INC
18.11%
Shares1.0K
Event2026-03-31
Filed2026-05-14
GM
GENERAL MTRS CO
-1.10%
Shares4.0K
Event2026-03-31
Filed2026-05-14
BOTZ
GLOBAL X FDS
-9.66%
Shares8.9K
Event2026-03-31
Filed2026-05-14
TYL
TYLER TECHNOLOGIES INC
31.40%
Shares862
Event2026-03-31
Filed2026-05-14
BND
VANGUARD BD INDEX FDS
-0.30%
Shares4.0K
Event2026-03-31
Filed2026-05-14
HLT
HILTON WORLDWIDE HLDGS INC
22.03%
Shares964
Event2026-03-31
Filed2026-05-14
BA
BOEING CO
24.09%
Shares1.5K
Event2026-03-31
Filed2026-05-14
KNSL
KINSALE CAP GROUP INC
42.55%
Shares851
Event2026-03-31
Filed2026-05-14
RPM
RPM INTL INC
-0.58%
Shares2.9K
Event2026-03-31
Filed2026-05-14
CDNS
CADENCE DESIGN SYSTEM INC
29.51%
Shares1.0K
Event2026-03-31
Filed2026-05-14
EPD
ENTERPRISE PRODS PARTNERS L
-45.85%
Shares7.6K
Event2026-03-31
Filed2026-05-14
INOV
INNOVATOR ETFS TRUST
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-14
IRM
IRON MTN INC DEL
New
Shares2.8K
Event2026-03-31
Filed2026-05-14
TRMB
TRIMBLE INC
16.04%
Shares4.4K
Event2026-03-31
Filed2026-05-14
MKL
MARKEL GROUP INC
-0.67%
Shares148
Event2026-03-31
Filed2026-05-14
BR
BROADRIDGE FINL SOLUTIONS IN
-5.31%
Shares1.7K
Event2026-03-31
Filed2026-05-14
CL
COLGATE PALMOLIVE CO
9.13%
Shares3.3K
Event2026-03-31
Filed2026-05-14
BBIN
J P MORGAN EXCHANGE TRADED F
New
Shares3.9K
Event2026-03-31
Filed2026-05-14
MSCI
MSCI INC
9.22%
Shares521
Event2026-03-31
Filed2026-05-14
XSMO
INVESCO EXCHANGE TRADED FD T
8.82%
Shares3.7K
Event2026-03-31
Filed2026-05-14
PRI
PRIMERICA INC
-1.06%
Shares1.1K
Event2026-03-31
Filed2026-05-14
XOP
SPDR SERIES TRUST
New
Shares1.5K
Event2026-03-31
Filed2026-05-14
GDX
VANECK ETF TRUST
-31.08%
Shares3.0K
Event2026-03-31
Filed2026-05-14
EOG
EOG RES INC
-16.53%
Shares1.9K
Event2026-03-31
Filed2026-05-14
CRWD
CROWDSTRIKE HLDGS INC
17.28%
Shares706
Event2026-03-31
Filed2026-05-14
CBOE
CBOE GLOBAL MKTS INC
-3.18%
Shares975
Event2026-03-31
Filed2026-05-14
GRMN
GARMIN LTD
New
Shares1.2K
Event2026-03-31
Filed2026-05-14
MPC
MARATHON PETE CORP
New
Shares1.1K
Event2026-03-31
Filed2026-05-14
URA
GLOBAL X FDS
1.57%
Shares5.6K
Event2026-03-31
Filed2026-05-14
CASY
CASEYS GEN STORES INC
-5.38%
Shares369
Event2026-03-31
Filed2026-05-14
SAIA
SAIA INC
5.10%
Shares763
Event2026-03-31
Filed2026-05-14
BFAM
BRIGHT HORIZONS FAM SOL IN D
New
Shares3.3K
Event2026-03-31
Filed2026-05-14
PRVA
PRIVIA HEALTH GROUP INC
-0.16%
Shares12.9K
Event2026-03-31
Filed2026-05-14
JCI
JOHNSON CONTROLS INTERNATION
-8.30%
Shares2.0K
Event2026-03-31
Filed2026-05-14
MEAR
ISHARES U S ETF TR
New
Shares5.2K
Event2026-03-31
Filed2026-05-14
ETY
EATON VANCE TAX-MANAGED DIVE
-7.58%
Shares18.9K
Event2026-03-31
Filed2026-05-14
MCHP
MICROCHIP TECHNOLOGY INC.
New
Shares4.0K
Event2026-03-31
Filed2026-05-14
FUL
FULLER H B CO
-14.99%
Shares4.2K
Event2026-03-31
Filed2026-05-14
URI
UNITED RENTALS INC
-11.03%
Shares355
Event2026-03-31
Filed2026-05-14
LII
LENNOX INTL INC
6.54%
Shares554
Event2026-03-31
Filed2026-05-14
SPYV
SPDR SERIES TRUST
-5.67%
Shares4.5K
Event2026-03-31
Filed2026-05-14
CAKE
CHEESECAKE FACTORY INC
-15.22%
Shares4.7K
Event2026-03-31
Filed2026-05-14
TTAN
SERVICETITAN INC
62.87%
Shares4.0K
Event2026-03-31
Filed2026-05-14
BIL
SPDR SERIES TRUST
14.63%
Shares2.8K
Event2026-03-31
Filed2026-05-14
PBH
PRESTIGE CONSMR HEALTHCARE I
New
Shares4.2K
Event2026-03-31
Filed2026-05-14
AON PLC
AON PLC
3.49%
Shares770
Event2026-03-31
Filed2026-05-14
GKOS
GLAUKOS CORP
4.46%
Shares2.3K
Event2026-03-31
Filed2026-05-14
RACE
FERRARI N V
-40.30%
Shares717
Event2026-03-31
Filed2026-05-14
VYMI
VANGUARD WHITEHALL FDS
12.46%
Shares2.6K
Event2026-03-31
Filed2026-05-14
IWF
ISHARES TR
-73.71%
Shares566
Event2026-03-31
Filed2026-05-14
IFEB
INNOVATOR ETFS TRUST
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-14
FICO
FAIR ISAAC CORP
-11.42%
Shares225
Event2026-03-31
Filed2026-05-14
XLI
SELECT SECTOR SPDR TR
0.07%
Shares1.5K
Event2026-03-31
Filed2026-05-14
EFX
EQUIFAX INC
19.89%
Shares1.3K
Event2026-03-31
Filed2026-05-14
WM
WASTE MGMT INC DEL
1.27%
Shares1.0K
Event2026-03-31
Filed2026-05-14
BURL
BURLINGTON STORES INC
New
Shares732
Event2026-03-31
Filed2026-05-14
LNC
LINCOLN NATL CORP IND
-1.79%
Shares6.7K
Event2026-03-31
Filed2026-05-14
WST
WEST PHARMACEUTICAL SVSC INC
3.85%
Shares945
Event2026-03-31
Filed2026-05-14
ASTS
AST SPACEMOBILE INC
New
Shares2.8K
Event2026-03-31
Filed2026-05-14
ALGN
ALIGN TECHNOLOGY INC
New
Shares1.4K
Event2026-03-31
Filed2026-05-14
IX
ORIX CORP
New
Shares7.8K
Event2026-03-31
Filed2026-05-14
SNDK
SANDISK CORP
New
Shares367
Event2026-03-31
Filed2026-05-14
BSY
BENTLEY SYS INC
-13.02%
Shares6.6K
Event2026-03-31
Filed2026-05-14
VRT
VERTIV HOLDINGS CO
New
Shares928
Event2026-03-31
Filed2026-05-14
INSM
INSMED INC
2.01%
Shares1.4K
Event2026-03-31
Filed2026-05-14
IWY
ISHARES TR
-1.79%
Shares934
Event2026-03-31
Filed2026-05-14
AMERICA MOVIL SAB DE CV
AMERICA MOVIL SAB DE CV
New
Shares9.1K
Event2026-03-31
Filed2026-05-14

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available