Sponsored
The Analysis of Wealth Enhancement Trust Services, Inc.'s Holdings & P&L
Currently, Wealth Enhancement Trust Services, Inc. holds 779 types of securities in its portfolio with a total value $826.5M. In the most recent quarter, they have increased their positions in IVV (+9.6K shares, valued at $6.3M), USVM (+45.5K shares, valued at $4.3M), N/A (+21.8K shares, valued at $4.2M); decreased their positions in DXJ (-17.5K shares, valued at $2.8M), DWAS (-18.7K shares, valued at $1.8M), ADSK (-5.8K shares, valued at $1.4M); initiated new positions in N/A (+21.8K shares, valued at $4.2M), MU (+3.8K shares, valued at $1.3M), GARP (+15.4K shares, valued at $983.0K).
1M P&L
+7.1M+0.88%
3M P&L
+20.1M+2.52%
HY P&L
+20.4M+2.56%
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/A403.6M
53.5%
2Semiconductors39.4M
5.2%
3Software - Infrastructure29.9M
4.0%
Top Industries by Stock Count
1N/A225 stocks
31.0%
2Software - Application21 stocks
2.9%
3Specialty Industrial Machinery20 stocks
2.8%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.8K sharesnew addition2026-03-312026-04-08
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AFIF
-1.10%TWO RDS SHARED TR
Shares5.7M
Event2026-03-31
Filed2026-04-08
SPHQ
-3.95%INVESCO EXCHANGE TRADED FD T
Shares427.8K
Event2026-03-31
Filed2026-04-08
AAPL
5.07%APPLE INC
Shares116.4K
Event2026-03-31
Filed2026-04-08
NVDA
14.55%NVIDIA CORPORATION
Shares160.1K
Event2026-03-31
Filed2026-04-08
MSFT
8.66%MICROSOFT CORP
Shares61.1K
Event2026-03-31
Filed2026-04-08
RLY
3.69%SSGA ACTIVE ETF TR
Shares621.0K
Event2026-03-31
Filed2026-04-08
ALPHABET INC
4.07%ALPHABET INC
Shares73.0K
Event2026-03-31
Filed2026-04-08
SPY
-0.26%STATE STR SPDR S&P 500 ETF T
Shares25.3K
Event2026-03-31
Filed2026-04-08
DXJ
-14.87%WISDOMTREE TR
Shares100.1K
Event2026-03-31
Filed2026-04-08
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares20
Event2026-03-31
Filed2026-04-08
V
-0.65%VISA INC
Shares45.2K
Event2026-03-31
Filed2026-04-08
IVV
90.06%ISHARES TR
Shares20.3K
Event2026-03-31
Filed2026-04-08
AMZN
6.69%AMAZON COM INC
Shares63.5K
Event2026-03-31
Filed2026-04-08
JPM
1.96%JPMORGAN CHASE & CO
Shares42.0K
Event2026-03-31
Filed2026-04-08
JNJ
0.99%JOHNSON & JOHNSON
Shares43.0K
Event2026-03-31
Filed2026-04-08
SMLF
-5.10%ISHARES TR
Shares134.7K
Event2026-03-31
Filed2026-04-08
BIV
2.26%VANGUARD BD INDEX FDS
Shares131.7K
Event2026-03-31
Filed2026-04-08
LMBS
8.75%FIRST TR EXCHANGE-TRADED FD
Shares190.1K
Event2026-03-31
Filed2026-04-08
SCHX
1.03%SCHWAB STRATEGIC TR
Shares366.6K
Event2026-03-31
Filed2026-04-08
VXUS
-0.98%VANGUARD STAR FDS
Shares119.4K
Event2026-03-31
Filed2026-04-08
BERKSHIRE HATHAWAY INC DEL
-0.93%BERKSHIRE HATHAWAY INC DEL
Shares18.8K
Event2026-03-31
Filed2026-04-08
BROADCOM INC
38.29%BROADCOM INC
Shares28.8K
Event2026-03-31
Filed2026-04-08
XMHQ
-6.48%INVESCO EXCHANGE TRADED FD T
Shares85.3K
Event2026-03-31
Filed2026-04-08
VANGUARD INDEX FDS
-9.80%VANGUARD INDEX FDS
Shares14.7K
Event2026-03-31
Filed2026-04-08
WMT
-0.48%WALMART INC
Shares65.8K
Event2026-03-31
Filed2026-04-08
ALPHABET INC
-0.99%ALPHABET INC
Shares25.8K
Event2026-03-31
Filed2026-04-08
IEF
0.46%ISHARES TR
Shares76.6K
Event2026-03-31
Filed2026-04-08
AESR
-4.21%TWO RDS SHARED TR
Shares422.1K
Event2026-03-31
Filed2026-04-08
IMTM
10.95%ISHARES TR
Shares146.7K
Event2026-03-31
Filed2026-04-08
SCHM
-0.83%SCHWAB STRATEGIC TR
Shares226.6K
Event2026-03-31
Filed2026-04-08
COST
9.66%COSTCO WHOLESALE CORPORATION
Shares6.5K
Event2026-03-31
Filed2026-04-08
LLY
-5.75%ELI LILLY & CO
Shares6.7K
Event2026-03-31
Filed2026-04-08
VOE
0.65%VANGUARD INDEX FDS
Shares33.5K
Event2026-03-31
Filed2026-04-08
META
4.71%META PLATFORMS INC
Shares9.9K
Event2026-03-31
Filed2026-04-08
XOM
3.07%EXXON MOBIL CORP
Shares33.0K
Event2026-03-31
Filed2026-04-08
PEP
-2.35%PEPSICO INC
Shares35.6K
Event2026-03-31
Filed2026-04-08
MA
10.74%MASTERCARD INCORPORATED
Shares10.6K
Event2026-03-31
Filed2026-04-08
ICSH
-14.74%ISHARES TR
Shares104.1K
Event2026-03-31
Filed2026-04-08
AGG
0.11%ISHARES TR
Shares52.9K
Event2026-03-31
Filed2026-04-08
IJR
-2.24%ISHARES TR
Shares41.7K
Event2026-03-31
Filed2026-04-08
ISRG
16.37%INTUITIVE SURGICAL INC
Shares11.2K
Event2026-03-31
Filed2026-04-08
USVM
588.33%VICTORY PORTFOLIOS II
Shares53.3K
Event2026-03-31
Filed2026-04-08
JMTG
0.23%J P MORGAN EXCHANGE TRADED F
Shares98.3K
Event2026-03-31
Filed2026-04-08
VOT
0.98%VANGUARD INDEX FDS
Shares19.2K
Event2026-03-31
Filed2026-04-08
CVX
4.54%CHEVRON CORPORATION
Shares23.2K
Event2026-03-31
Filed2026-04-08
AXP
-9.37%AMERICAN EXPRESS CO
Shares15.9K
Event2026-03-31
Filed2026-04-08
JPST
-15.98%J P MORGAN EXCHANGE TRADED F
Shares85.0K
Event2026-03-31
Filed2026-04-08
INVESCO EXCHANGE TRADED FD T
NewINVESCO EXCHANGE TRADED FD T
Shares21.8K
Event2026-03-31
Filed2026-04-08
MERCK & CO INC
-0.24%MERCK & CO INC
Shares34.7K
Event2026-03-31
Filed2026-04-08
NFLX
57.15%NETFLIX INC.
Shares41.1K
Event2026-03-31
Filed2026-04-08
IWO
-8.48%ISHARES TR
Shares12.4K
Event2026-03-31
Filed2026-04-08
BIL
-20.44%SPDR SERIES TRUST
Shares42.0K
Event2026-03-31
Filed2026-04-08
JAAA
62.17%JANUS DETROIT STR TR
Shares75.4K
Event2026-03-31
Filed2026-04-08
HON
64.18%HONEYWELL INTL INC
Shares15.6K
Event2026-03-31
Filed2026-04-08
PG
-1.07%PROCTER & GAMBLE CO
Shares23.9K
Event2026-03-31
Filed2026-04-08
LMT
5.35%LOCKHEED MARTIN CORP
Shares5.7K
Event2026-03-31
Filed2026-04-08
DE
40.14%DEERE & CO
Shares6.0K
Event2026-03-31
Filed2026-04-08
TJX
11.28%TJX COS INC NEW
Shares20.3K
Event2026-03-31
Filed2026-04-08
AVLV
261.66%AMERICAN CENTY ETF TR
Shares39.5K
Event2026-03-31
Filed2026-04-08
JMOM
308.11%J P MORGAN EXCHANGE TRADED F
Shares45.1K
Event2026-03-31
Filed2026-04-08
RTX
19.19%RTX CORPORATION
Shares15.8K
Event2026-03-31
Filed2026-04-08
AMAT
54.42%APPLIED MATLS INC
Shares8.9K
Event2026-03-31
Filed2026-04-08
VUG
0.00%VANGUARD INDEX FDS
Shares6.9K
Event2026-03-31
Filed2026-04-08
MCHP
-6.48%MICROCHIP TECHNOLOGY INC.
Shares45.1K
Event2026-03-31
Filed2026-04-08
INTU
84.73%INTUIT
Shares6.7K
Event2026-03-31
Filed2026-04-08
IEFA
83.46%ISHARES TR
Shares32.0K
Event2026-03-31
Filed2026-04-08
LINDE PLC
4.88%LINDE PLC
Shares5.7K
Event2026-03-31
Filed2026-04-08
IGSB
49.62%ISHARES TR
Shares53.4K
Event2026-03-31
Filed2026-04-08
FNDF
93.97%SCHWAB STRATEGIC TR
Shares57.1K
Event2026-03-31
Filed2026-04-08
SYK
9.18%STRYKER CORPORATION
Shares8.5K
Event2026-03-31
Filed2026-04-08
ABT
9.30%ABBOTT LABORATORIES
Shares27.0K
Event2026-03-31
Filed2026-04-08
SCHA
-21.17%SCHWAB STRATEGIC TR
Shares95.1K
Event2026-03-31
Filed2026-04-08
PYLD
1012.94%PIMCO ETF TR
Shares103.9K
Event2026-03-31
Filed2026-04-08
PANW
7.45%PALO ALTO NETWORKS INC
Shares16.5K
Event2026-03-31
Filed2026-04-08
VSEC
-1.86%VSE CORP
Shares14.3K
Event2026-03-31
Filed2026-04-08
DHR
-2.09%DANAHER CORP DEL
Shares13.8K
Event2026-03-31
Filed2026-04-08
USMV
74.23%ISHARES TR
Shares28.1K
Event2026-03-31
Filed2026-04-08
BKNG
-12.61%BOOKING HOLDINGS INC
Shares610
Event2026-03-31
Filed2026-04-08
VWO
64.98%VANGUARD INTL EQUITY INDEX F
Shares43.4K
Event2026-03-31
Filed2026-04-08
DSTL
0.30%ETF SER SOLUTIONS
Shares37.9K
Event2026-03-31
Filed2026-04-08
AMGN
27.48%AMGEN INC
Shares6.1K
Event2026-03-31
Filed2026-04-08
EQWL
0.38%INVESCO EXCHANGE TRADED FD T
Shares18.7K
Event2026-03-31
Filed2026-04-08
MOD
32.09%MODINE MFG CO
Shares9.8K
Event2026-03-31
Filed2026-04-08
MOAT
0.00%VANECK ETF TRUST
Shares21.5K
Event2026-03-31
Filed2026-04-08
ABBV
23.49%ABBVIE INC
Shares9.4K
Event2026-03-31
Filed2026-04-08
SCHG
0.00%SCHWAB STRATEGIC TR
Shares69.5K
Event2026-03-31
Filed2026-04-08
IVW
4.03%ISHARES TR
Shares17.3K
Event2026-03-31
Filed2026-04-08
CTA
12.74%SIMPLIFY EXCHANGE TRADED FUN
Shares62.3K
Event2026-03-31
Filed2026-04-08
MUNI
11.28%PIMCO ETF TR
Shares36.1K
Event2026-03-31
Filed2026-04-08
AIR
0.00%AAR CORP
Shares17.1K
Event2026-03-31
Filed2026-04-08
WELL
6.33%WELLTOWER INC
Shares9.4K
Event2026-03-31
Filed2026-04-08
CRSP
0.26%CRISPR THERAPEUTICS AG
Shares38.9K
Event2026-03-31
Filed2026-04-08
GOVT
2.67%ISHARES TR
Shares80.2K
Event2026-03-31
Filed2026-04-08
MCD
-0.33%MCDONALDS CORP
Shares5.8K
Event2026-03-31
Filed2026-04-08
ORLY
114.50%OREILLY AUTOMOTIVE INC
Shares19.5K
Event2026-03-31
Filed2026-04-08
WPM
-2.88%WHEATON PRECIOUS METALS CORP
Shares13.5K
Event2026-03-31
Filed2026-04-08
LOW
22.17%LOWES COS INC
Shares7.5K
Event2026-03-31
Filed2026-04-08
SPMD
-25.70%SPDR SERIES TRUST
Shares29.4K
Event2026-03-31
Filed2026-04-08
DHI
-12.10%D R HORTON INC
Shares12.4K
Event2026-03-31
Filed2026-04-08
APH
48.14%AMPHENOL CORP
Shares13.5K
Event2026-03-31
Filed2026-04-08
MELI
23.06%MERCADOLIBRE INC
Shares982
Event2026-03-31
Filed2026-04-08
PH
29.57%PARKER-HANNIFIN CORP
Shares1.9K
Event2026-03-31
Filed2026-04-08
TSM
309.25%TAIWAN SEMICONDUCTOR MANUFAC
Shares4.9K
Event2026-03-31
Filed2026-04-08
AMD
28.03%ADVANCED MICRO DEVICES INC
Shares8.2K
Event2026-03-31
Filed2026-04-08
IGIB
1.09%ISHARES TR
Shares30.6K
Event2026-03-31
Filed2026-04-08
DON
0.00%WISDOMTREE TR
Shares30.9K
Event2026-03-31
Filed2026-04-08
CAT
79.13%CATERPILLAR INC
Shares2.2K
Event2026-03-31
Filed2026-04-08
GEV
-4.51%GE VERNOVA INC
Shares1.8K
Event2026-03-31
Filed2026-04-08
CSCO
-0.66%CISCO SYS INC
Shares19.4K
Event2026-03-31
Filed2026-04-08
DFAT
-1.56%DIMENSIONAL ETF TRUST
Shares23.9K
Event2026-03-31
Filed2026-04-08
CB
5038.20%CHUBB LTD SWITZ
Shares4.6K
Event2026-03-31
Filed2026-04-08
ELV
-0.18%ELEVANCE HEALTH INC FORMERLY
Shares4.9K
Event2026-03-31
Filed2026-04-08
TRGP
-14.33%TARGA RES CORP
Shares5.7K
Event2026-03-31
Filed2026-04-08
DIS
-38.18%DISNEY WALT CO
Shares14.8K
Event2026-03-31
Filed2026-04-08
WWD
0.70%WOODWARD INC
Shares3.9K
Event2026-03-31
Filed2026-04-08
SHM
10.14%SPDR SERIES TRUST
Shares28.8K
Event2026-03-31
Filed2026-04-08
VTV
-1.48%VANGUARD INDEX FDS
Shares7.0K
Event2026-03-31
Filed2026-04-08
VRSN
56.90%VERISIGN INC
Shares5.4K
Event2026-03-31
Filed2026-04-08
MUB
10.51%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-04-08
DFIV
0.00%DIMENSIONAL ETF TRUST
Shares25.3K
Event2026-03-31
Filed2026-04-08
ALAB
-2.12%ASTERA LABS INC
Shares12.1K
Event2026-03-31
Filed2026-04-08
AVDE
116.33%AMERICAN CENTY ETF TR
Shares15.6K
Event2026-03-31
Filed2026-04-08
APD
-1.67%AIR PRODUCTS AND CHEMICALS I
Shares4.5K
Event2026-03-31
Filed2026-04-08
LAM RESEARCH CORP
2843.69%LAM RESEARCH CORP
Shares6.1K
Event2026-03-31
Filed2026-04-08
MU
NewMICRON TECHNOLOGY INC
Shares3.8K
Event2026-03-31
Filed2026-04-08
TW
85.95%TRADEWEB MKTS INC
Shares10.6K
Event2026-03-31
Filed2026-04-08
SCHW
-0.08%SCHWAB CHARLES CORP
Shares13.1K
Event2026-03-31
Filed2026-04-08
PSX
0.00%PHILLIPS 66
Shares6.6K
Event2026-03-31
Filed2026-04-08
BAC
39.94%BANK AMERICA CORP
Shares24.3K
Event2026-03-31
Filed2026-04-08
SRE
-2.05%SEMPRA
Shares12.2K
Event2026-03-31
Filed2026-04-08
COF
19.66%CAPITAL ONE FINL CORP
Shares6.4K
Event2026-03-31
Filed2026-04-08
TMUS
23.81%T-MOBILE US INC
Shares5.5K
Event2026-03-31
Filed2026-04-08
XEL
19.74%XCEL ENERGY INC
Shares14.2K
Event2026-03-31
Filed2026-04-08
GLW
-1.81%CORNING INC
Shares8.1K
Event2026-03-31
Filed2026-04-08
GLD
155.65%SPDR GOLD TR
Shares2.5K
Event2026-03-31
Filed2026-04-08
ORCL
-30.44%ORACLE CORP
Shares7.3K
Event2026-03-31
Filed2026-04-08
GS
65.57%GOLDMAN SACHS GROUP INC
Shares1.3K
Event2026-03-31
Filed2026-04-08
SHY
473.11%ISHARES TR
Shares12.8K
Event2026-03-31
Filed2026-04-08
NOW
-9.30%SERVICENOW INC
Shares10.0K
Event2026-03-31
Filed2026-04-08
SLV
-49.84%ISHARES SILVER TR
Shares14.9K
Event2026-03-31
Filed2026-04-08
AMT
30.59%AMERICAN TOWER CORP
Shares5.9K
Event2026-03-31
Filed2026-04-08
SPYG
-1.68%SPDR SERIES TRUST
Shares10.2K
Event2026-03-31
Filed2026-04-08
VTI
0.00%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-04-08
FTNT
14.77%FORTINET INC
Shares12.0K
Event2026-03-31
Filed2026-04-08
GARP
NewISHARES TR
Shares15.4K
Event2026-03-31
Filed2026-04-08
SPGI
235.92%S&P GLOBAL INC
Shares2.3K
Event2026-03-31
Filed2026-04-08
DFUV
-1.97%DIMENSIONAL ETF TRUST
Shares20.1K
Event2026-03-31
Filed2026-04-08
VNQ
-15.01%VANGUARD INDEX FDS
Shares11.0K
Event2026-03-31
Filed2026-04-08
ADI
93.11%ANALOG DEVICES INC
Shares3.1K
Event2026-03-31
Filed2026-04-08
SPOT
NewSPOTIFY TECHNOLOGY S A
Shares2.0K
Event2026-03-31
Filed2026-04-08
ADBE
-7.84%ADOBE INC
Shares4.0K
Event2026-03-31
Filed2026-04-08
CPNG
NewCOUPANG INC
Shares50.1K
Event2026-03-31
Filed2026-04-08
KO
3.11%COCA COLA CO
Shares12.4K
Event2026-03-31
Filed2026-04-08
TOTL
-0.78%SSGA ACTIVE ETF TR
Shares23.2K
Event2026-03-31
Filed2026-04-08
CARR
-2.27%CARRIER GLOBAL CORPORATION
Shares16.1K
Event2026-03-31
Filed2026-04-08
QCOM
-3.31%QUALCOMM INC
Shares7.0K
Event2026-03-31
Filed2026-04-08
PM
-1.08%PHILIP MORRIS INTL INC
Shares5.4K
Event2026-03-31
Filed2026-04-08
SBUX
-4.02%STARBUCKS CORP
Shares10.0K
Event2026-03-31
Filed2026-04-08
IXUS
-6.29%ISHARES TR
Shares10.1K
Event2026-03-31
Filed2026-04-08
VRSK
14.08%VERISK ANALYTICS INC
Shares4.5K
Event2026-03-31
Filed2026-04-08
AJG
14.19%GALLAGHER ARTHUR J & CO
Shares4.0K
Event2026-03-31
Filed2026-04-08
DFUS
0.00%DIMENSIONAL ETF TRUST
Shares12.1K
Event2026-03-31
Filed2026-04-08
VV
0.00%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-04-08
DJP
2742.58%BARCLAYS BANK PLC
Shares17.6K
Event2026-03-31
Filed2026-04-08
HD
36.32%HOME DEPOT INC
Shares2.6K
Event2026-03-31
Filed2026-04-08
JMUB
454.58%J P MORGAN EXCHANGE TRADED F
Shares16.8K
Event2026-03-31
Filed2026-04-08
VZ
-8.33%VERIZON COMMUNICATIONS INC
Shares16.7K
Event2026-03-31
Filed2026-04-08
GWW
0.26%WW GRAINGER INC
Shares767
Event2026-03-31
Filed2026-04-08
ROL
-0.53%ROLLINS INC
Shares15.6K
Event2026-03-31
Filed2026-04-08
UNP
188.54%UNION PAC CORP
Shares3.4K
Event2026-03-31
Filed2026-04-08
BOND
0.00%PIMCO ETF TR
Shares8.9K
Event2026-03-31
Filed2026-04-08
MDLZ
-23.11%MONDELEZ INTL INC
Shares14.2K
Event2026-03-31
Filed2026-04-08
EPD
6.95%ENTERPRISE PRODS PARTNERS L
Shares21.4K
Event2026-03-31
Filed2026-04-08
SMTH
13.90%ALPS ETF TR
Shares30.6K
Event2026-03-31
Filed2026-04-08
EAGG
1.24%ISHARES TR
Shares16.4K
Event2026-03-31
Filed2026-04-08
SCHD
0.79%SCHWAB STRATEGIC TR
Shares24.9K
Event2026-03-31
Filed2026-04-08
JPUS
-5.40%J P MORGAN EXCHANGE TRADED F
Shares5.9K
Event2026-03-31
Filed2026-04-08
TOST
-5.83%TOAST INC
Shares28.8K
Event2026-03-31
Filed2026-04-08
NEE
-2.45%NEXTERA ENERGY INC
Shares7.9K
Event2026-03-31
Filed2026-04-08
KMI
10.27%KINDER MORGAN INC DEL
Shares21.9K
Event2026-03-31
Filed2026-04-08
IBM
51.03%INTERNATIONAL BUSINESS MACHS
Shares3.0K
Event2026-03-31
Filed2026-04-08
ALKT
0.00%ALKAMI TECHNOLOGY INC
Shares46.3K
Event2026-03-31
Filed2026-04-08
FNV
-7.94%FRANCO NEV CORP
Shares2.9K
Event2026-03-31
Filed2026-04-08
VIS
0.00%VANGUARD WORLD FD
Shares2.3K
Event2026-03-31
Filed2026-04-08
PNC
-5.69%PNC FINL SVCS GROUP INC
Shares3.3K
Event2026-03-31
Filed2026-04-08
BLACKROCK INC
66.74%BLACKROCK INC
Shares717
Event2026-03-31
Filed2026-04-08
FI
-16.55%FISERV INC
Shares12.3K
Event2026-03-31
Filed2026-04-08
SYY
0.00%SYSCO CORP
Shares9.3K
Event2026-03-31
Filed2026-04-08
TMO
110.03%THERMO FISHER SCIENTIFIC INC
Shares1.3K
Event2026-03-31
Filed2026-04-08
XLU
-5.36%SELECT SECTOR SPDR TR
Shares14.1K
Event2026-03-31
Filed2026-04-08
IWB
-7.42%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-08
IJH
0.00%ISHARES TR
Shares9.4K
Event2026-03-31
Filed2026-04-08
ESGD
8.57%ISHARES TR
Shares6.6K
Event2026-03-31
Filed2026-04-08
AEP
0.24%AMERICAN ELEC PWR CO INC
Shares4.6K
Event2026-03-31
Filed2026-04-08
MEDTRONIC PLC
22.74%MEDTRONIC PLC
Shares7.0K
Event2026-03-31
Filed2026-04-08
TXN
-1.48%TEXAS INSTRS INC
Shares3.1K
Event2026-03-31
Filed2026-04-08
SPYV
-1.04%SPDR SERIES TRUST
Shares9.7K
Event2026-03-31
Filed2026-04-08
QLTY
1.80%GMO ETF TRUST
Shares14.5K
Event2026-03-31
Filed2026-04-08
SGOV
-53.88%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-04-08
ADP
-17.54%AUTOMATIC DATA PROCESSING IN
Shares2.5K
Event2026-03-31
Filed2026-04-08
ECL
-0.64%ECOLAB INC
Shares1.8K
Event2026-03-31
Filed2026-04-08
TSLA
138.87%TESLA INC
Shares1.3K
Event2026-03-31
Filed2026-04-08
CITIGROUP INC
74.06%CITIGROUP INC
Shares4.2K
Event2026-03-31
Filed2026-04-08
EMR
0.00%EMERSON ELEC CO
Shares3.6K
Event2026-03-31
Filed2026-04-08
GILD
80.84%GILEAD SCIENCES INC
Shares3.3K
Event2026-03-31
Filed2026-04-08
UNH
16.53%UNITEDHEALTH GROUP INC
Shares1.7K
Event2026-03-31
Filed2026-04-08
ICE
198.21%INTERCONTINENTAL EXCHANGE IN
Shares2.8K
Event2026-03-31
Filed2026-04-08
NUSC
2.19%NUSHARES ETF TR
Shares9.8K
Event2026-03-31
Filed2026-04-08
RSPT
0.00%INVESCO EXCHANGE TRADED FD T
Shares9.8K
Event2026-03-31
Filed2026-04-08
SNY
NewSANOFI SA
Shares9.1K
Event2026-03-31
Filed2026-04-08
IEI
4.83%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-08
DISV
12.61%DIMENSIONAL ETF TRUST
Shares11.1K
Event2026-03-31
Filed2026-04-08
MS
278.71%MORGAN STANLEY
Shares2.6K
Event2026-03-31
Filed2026-04-08
GSLC
NewGOLDMAN SACHS ETF TR
Shares3.5K
Event2026-03-31
Filed2026-04-08
XLY
-24.00%SELECT SECTOR SPDR TR
Shares3.9K
Event2026-03-31
Filed2026-04-08
DWAS
-81.27%INVESCO EXCH TRADED FD TR II
Shares4.3K
Event2026-03-31
Filed2026-04-08
VIGI
0.00%VANGUARD WHITEHALL FDS
Shares4.8K
Event2026-03-31
Filed2026-04-08
BND
32.60%VANGUARD BD INDEX FDS
Shares5.7K
Event2026-03-31
Filed2026-04-08
PWR
99.21%QUANTA SVCS INC
Shares761
Event2026-03-31
Filed2026-04-08
CSX
263.21%CSX CORP
Shares10.1K
Event2026-03-31
Filed2026-04-08
ITW
127.50%ILLINOIS TOOL WKS INC
Shares1.6K
Event2026-03-31
Filed2026-04-08
BA
71.31%BOEING CO
Shares2.0K
Event2026-03-31
Filed2026-04-08
UYLD
1.59%ANGEL OAK FUNDS TRUST
Shares7.8K
Event2026-03-31
Filed2026-04-08
LRGF
-19.72%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-04-08
ESGU
2.52%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-04-08
WFC
100.51%WELLS FARGO & CO
Shares4.7K
Event2026-03-31
Filed2026-04-08
USB
-60.57%US BANCORP
Shares7.2K
Event2026-03-31
Filed2026-04-08
VLO
NewVALERO ENERGY CORP
Shares1.5K
Event2026-03-31
Filed2026-04-08
COP
0.65%CONOCOPHILLIPS
Shares2.8K
Event2026-03-31
Filed2026-04-08
SHW
-8.12%SHERWIN WILLIAMS CO
Shares1.1K
Event2026-03-31
Filed2026-04-08
KLAC
62.91%KLA CORP
Shares246
Event2026-03-31
Filed2026-04-08
YUM
5.48%YUM BRANDS INC
Shares2.3K
Event2026-03-31
Filed2026-04-08
AEM
-14.36%AGNICO EAGLE MINES LTD
Shares1.7K
Event2026-03-31
Filed2026-04-08
FCX
443.12%FREEPORT MCMORAN INC
Shares5.9K
Event2026-03-31
Filed2026-04-08
LHX
114.01%L3HARRIS TECHNOLOGIES INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
FBIZ
-25.50%FIRST BUSINESS FINL SVCS INC
Shares6.3K
Event2026-03-31
Filed2026-04-08
IWP
0.00%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-08
WEC ENERGY GROUP INC
-1.69%WEC ENERGY GROUP INC
Shares2.9K
Event2026-03-31
Filed2026-04-08
ACCENTURE PLC IRELAND
-12.33%ACCENTURE PLC IRELAND
Shares1.7K
Event2026-03-31
Filed2026-04-08
DFGR
108.18%DIMENSIONAL ETF TRUST
Shares12.5K
Event2026-03-31
Filed2026-04-08
VO
0.00%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-04-08
SCHF
-0.46%SCHWAB STRATEGIC TR
Shares12.5K
Event2026-03-31
Filed2026-04-08
NBCM
170.86%NEUBERGER BERMAN ETF TRUST
Shares11.1K
Event2026-03-31
Filed2026-04-08
DFAS
-6.13%DIMENSIONAL ETF TRUST
Shares4.3K
Event2026-03-31
Filed2026-04-08
WBD
0.00%WARNER BROS DISCOVERY INC
Shares11.1K
Event2026-03-31
Filed2026-04-08
NDAQ
NewNASDAQ INC
Shares3.5K
Event2026-03-31
Filed2026-04-08
MMM
-13.76%3M CO
Shares2.0K
Event2026-03-31
Filed2026-04-08
CRM
-78.66%SALESFORCE INC
Shares1.5K
Event2026-03-31
Filed2026-04-08
MO
-20.79%ALTRIA GROUP INC
Shares4.2K
Event2026-03-31
Filed2026-04-08
NSC
2144.19%NORFOLK SOUTHN CORP
Shares965
Event2026-03-31
Filed2026-04-08
PGR
-73.01%PROGRESSIVE CORP
Shares1.4K
Event2026-03-31
Filed2026-04-08
AVSU
-19.04%AMERICAN CENTY ETF TR
Shares3.7K
Event2026-03-31
Filed2026-04-08
PHB
12.35%INVESCO EXCH TRADED FD TR II
Shares15.3K
Event2026-03-31
Filed2026-04-08
SHV
143.69%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-04-08
IWF
0.00%ISHARES TR
Shares629
Event2026-03-31
Filed2026-04-08
VIG
0.00%VANGUARD SPECIALIZED FUNDS
Shares1.2K
Event2026-03-31
Filed2026-04-08
BARRICK MNG CORP
9.65%BARRICK MNG CORP
Shares6.1K
Event2026-03-31
Filed2026-04-08
HTRB
0.00%HARTFORD FDS EXCHANGE TRADED
Shares7.4K
Event2026-03-31
Filed2026-04-08
CANADIAN PACIFIC KANSAS CITY
180.97%CANADIAN PACIFIC KANSAS CITY
Shares3.1K
Event2026-03-31
Filed2026-04-08
SPAB
-14.84%SPDR SERIES TRUST
Shares9.6K
Event2026-03-31
Filed2026-04-08
MLM
753.06%MARTIN MARIETTA MATLS INC
Shares418
Event2026-03-31
Filed2026-04-08
MTUM
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-04-08
RSG
-5.72%REPUBLIC SVCS INC
Shares1.1K
Event2026-03-31
Filed2026-04-08
LITE
-4.17%LUMENTUM HLDGS INC
Shares345
Event2026-03-31
Filed2026-04-08
T
18.69%AT&T INC
Shares8.2K
Event2026-03-31
Filed2026-04-08
PFE
-23.53%PFIZER INC
Shares8.4K
Event2026-03-31
Filed2026-04-08
MSI
-0.18%MOTOROLA SOLUTIONS INC
Shares541
Event2026-03-31
Filed2026-04-08
SCHP
172.01%SCHWAB STRATEGIC TR
Shares8.6K
Event2026-03-31
Filed2026-04-08
CSR
0.00%CENTERSPACE
Shares3.9K
Event2026-03-31
Filed2026-04-08
EFA
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-04-08
PHO
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.2K
Event2026-03-31
Filed2026-04-08
NUBD
0.00%NUSHARES ETF TR
Shares9.6K
Event2026-03-31
Filed2026-04-08
THE CIGNA GROUP
6.29%THE CIGNA GROUP
Shares794
Event2026-03-31
Filed2026-04-08
FLIA
5.13%FRANKLIN TEMPLETON ETF TR
Shares10.3K
Event2026-03-31
Filed2026-04-08
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares2.6K
Event2026-03-31
Filed2026-04-08
SUSL
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-04-08
STZ
-2.10%CONSTELLATION BRANDS INC
Shares1.4K
Event2026-03-31
Filed2026-04-08
VBK
0.00%VANGUARD INDEX FDS
Shares671
Event2026-03-31
Filed2026-04-08
VTES
-15.67%VANGUARD WELLINGTON FD
Shares2.0K
Event2026-03-31
Filed2026-04-08
CTVA
290.16%CORTEVA INC
Shares2.4K
Event2026-03-31
Filed2026-04-08
CNI
NewCANADIAN NATL RY CO
Shares1.9K
Event2026-03-31
Filed2026-04-08
CROWN CASTLE INC
0.00%CROWN CASTLE INC
Shares2.4K
Event2026-03-31
Filed2026-04-08
PHM
40850.00%PULTE GROUP INC
Shares1.6K
Event2026-03-31
Filed2026-04-08
FN
0.00%FABRINET
Shares365
Event2026-03-31
Filed2026-04-08
STT
1.22%STATE STR CORP
Shares1.5K
Event2026-03-31
Filed2026-04-08
AZO
0.00%AUTOZONE INC
Shares56
Event2026-03-31
Filed2026-04-08
HDEF
2.64%DBX ETF TR
Shares5.8K
Event2026-03-31
Filed2026-04-08
CMI
0.00%CUMMINS INC
Shares346
Event2026-03-31
Filed2026-04-08
RMD
9100.00%RESMED INC
Shares828
Event2026-03-31
Filed2026-04-08
THOMSON REUTERS CORP
NewTHOMSON REUTERS CORP
Shares2.0K
Event2026-03-31
Filed2026-04-08
IWN
-2.13%ISHARES TR
Shares967
Event2026-03-31
Filed2026-04-08
ISHARES GOLD TR
-0.91%ISHARES GOLD TR
Shares2.1K
Event2026-03-31
Filed2026-04-08
DES
0.00%WISDOMTREE TR
Shares5.1K
Event2026-03-31
Filed2026-04-08
DIVO
2.70%AMPLIFY ETF TR
Shares4.0K
Event2026-03-31
Filed2026-04-08
SEAGATE TECHNOLOGY HLDNGS PL
2.49%SEAGATE TECHNOLOGY HLDNGS PL
Shares452
Event2026-03-31
Filed2026-04-08
BOKF
0.00%BOK FINL CORP
Shares1.4K
Event2026-03-31
Filed2026-04-08
SAP
NewSAP SE
Shares1.0K
Event2026-03-31
Filed2026-04-08
PYPL
132.50%PAYPAL HLDGS INC
Shares3.8K
Event2026-03-31
Filed2026-04-08
DVN
-0.50%DEVON ENERGY CORP NEW
Shares3.4K
Event2026-03-31
Filed2026-04-08
LH
1258.70%LABCORP HOLDINGS INC
Shares625
Event2026-03-31
Filed2026-04-08
ROK
NewROCKWELL AUTOMATION INC
Shares462
Event2026-03-31
Filed2026-04-08
HFSI
2.52%HARTFORD FDS EXCHANGE TRADED
Shares4.7K
Event2026-03-31
Filed2026-04-08
AIG
5.96%AMERICAN INTL GROUP INC
Shares2.1K
Event2026-03-31
Filed2026-04-08
TLK
NewTELEKOMUNIKASI IND
Shares8.2K
Event2026-03-31
Filed2026-04-08
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.2K
Event2026-03-31
Filed2026-04-08
WCMI
-19.76%FIRST TR EXCHANGE-TRADED FD
Shares8.7K
Event2026-03-31
Filed2026-04-08
MGEE
-4.90%MGE ENERGY INC
Shares1.9K
Event2026-03-31
Filed2026-04-08
NOC
-9.36%NORTHROP GRUMMAN CORP
Shares213
Event2026-03-31
Filed2026-04-08
MDYV
-9.98%SPDR SERIES TRUST
Shares1.7K
Event2026-03-31
Filed2026-04-08
FDX
-6.22%FEDEX CORP
Shares407
Event2026-03-31
Filed2026-04-08
BTI
NewBRITISH AMERN TOB PLC
Shares2.4K
Event2026-03-31
Filed2026-04-08
SHOP
NewSHOPIFY INC
Shares1.2K
Event2026-03-31
Filed2026-04-08
VRTX
-14.44%VERTEX PHARMACEUTICALS INC
Shares308
Event2026-03-31
Filed2026-04-08
CHKP
NewCHECK POINT SOFTWARE TECH LT
Shares950
Event2026-03-31
Filed2026-04-08
SDY
0.00%SPDR SERIES TRUST
Shares929
Event2026-03-31
Filed2026-04-08
IRM
1.16%IRON MTN INC DEL
Shares1.3K
Event2026-03-31
Filed2026-04-08
CPRT
-82.70%COPART INC
Shares4.0K
Event2026-03-31
Filed2026-04-08
EBAY
-84.72%EBAY INC.
Shares1.4K
Event2026-03-31
Filed2026-04-08
VMBS
0.00%VANGUARD SCOTTSDALE FDS
Shares2.7K
Event2026-03-31
Filed2026-04-08
DFAC
-17.27%DIMENSIONAL ETF TRUST
Shares3.2K
Event2026-03-31
Filed2026-04-08
CAH
2.23%CARDINAL HEALTH INC
Shares597
Event2026-03-31
Filed2026-04-08
VEEV
NewVEEVA SYS INC
Shares718
Event2026-03-31
Filed2026-04-08
SOXX
-63.38%ISHARES TR
Shares375
Event2026-03-31
Filed2026-04-08
VBR
-5.87%VANGUARD INDEX FDS
Shares561
Event2026-03-31
Filed2026-04-08
AME
-19.49%AMETEK INC
Shares566
Event2026-03-31
Filed2026-04-08
CTSH
576.57%COGNIZANT TECHNOLOGY SOLUTIO
Shares1.9K
Event2026-03-31
Filed2026-04-08
HL
113.49%HECLA MINING COMPANY
Shares6.3K
Event2026-03-31
Filed2026-04-08
AFL
-23.57%AFLAC INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
REGN
2840.00%REGENERON PHARMACEUTICALS
Shares147
Event2026-03-31
Filed2026-04-08
PRU
-0.35%PRUDENTIAL FINL INC
Shares1.1K
Event2026-03-31
Filed2026-04-08
ASML
10.39%ASML HLDG NV
Shares85
Event2026-03-31
Filed2026-04-08
PLTR
-48.88%PALANTIR TECHNOLOGIES INC
Shares756
Event2026-03-31
Filed2026-04-08
VGLT
0.00%VANGUARD SCOTTSDALE FDS
Shares2.0K
Event2026-03-31
Filed2026-04-08
UNILEVER PLC
NewUNILEVER PLC
Shares1.9K
Event2026-03-31
Filed2026-04-08
AG
-46.87%FIRST MAJESTIC SILVER CORP
Shares5.1K
Event2026-03-31
Filed2026-04-08
ACWV
0.00%ISHARES INC
Shares905
Event2026-03-31
Filed2026-04-08
TT
2.04%TRANE TECHNOLOGIES PLC
Shares250
Event2026-03-31
Filed2026-04-08
NVS
-9.95%NOVARTIS AG
Shares679
Event2026-03-31
Filed2026-04-08
TRIN
NewTRINITY CAP INC
Shares7.0K
Event2026-03-31
Filed2026-04-08
ET
NewENERGY TRANSFER L P
Shares5.3K
Event2026-03-31
Filed2026-04-08
WM
-3.92%WASTE MGMT INC DEL
Shares441
Event2026-03-31
Filed2026-04-08
IVZ
2.33%INVESCO LTD
Shares4.1K
Event2026-03-31
Filed2026-04-08
WMB
2.31%WILLIAMS COS INC
Shares1.4K
Event2026-03-31
Filed2026-04-08
TGT
-1.68%TARGET CORP
Shares820
Event2026-03-31
Filed2026-04-08
ADSK
-93.37%AUTODESK INC
Shares414
Event2026-03-31
Filed2026-04-08
DUHP
0.00%DIMENSIONAL ETF TRUST
Shares2.7K
Event2026-03-31
Filed2026-04-08
ALL
9.05%ALLSTATE CORP
Shares470
Event2026-03-31
Filed2026-04-08
MMC
0.00%MARSH & MCLENNAN COS INC
Shares559
Event2026-03-31
Filed2026-04-08
MDYG
0.00%SPDR SERIES TRUST
Shares1.0K
Event2026-03-31
Filed2026-04-08
EMNT
6.15%PIMCO ETF TR
Shares950
Event2026-03-31
Filed2026-04-08
SPTS
0.00%SPDR SERIES TRUST
Shares3.2K
Event2026-03-31
Filed2026-04-08
EA
13.09%ELECTRONIC ARTS INC
Shares458
Event2026-03-31
Filed2026-04-08
IDXX
3.13%IDEXX LABS INC
Shares165
Event2026-03-31
Filed2026-04-08
KGC
42.72%KINROSS GOLD CORP
Shares3.0K
Event2026-03-31
Filed2026-04-08
LNT
0.00%ALLIANT ENERGY CORP
Shares1.3K
Event2026-03-31
Filed2026-04-08
FAST
-8.96%FASTENAL CO
Shares2.0K
Event2026-03-31
Filed2026-04-08
LYB
1.91%LYONDELLBASELL INDUSTRIES NV
Shares1.1K
Event2026-03-31
Filed2026-04-08
BALT
0.00%INNOVATOR ETFS TRUST
Shares2.7K
Event2026-03-31
Filed2026-04-08
EFG
0.00%ISHARES TR
Shares805
Event2026-03-31
Filed2026-04-08
HIG
-3.64%HARTFORD INSURANCE GROUP INC
Shares661
Event2026-03-31
Filed2026-04-08
SPYX
0.00%SPDR SERIES TRUST
Shares1.6K
Event2026-03-31
Filed2026-04-08
QDF
-19.64%FLEXSHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-08
SCHE
0.00%SCHWAB STRATEGIC TR
Shares2.6K
Event2026-03-31
Filed2026-04-08
EATON CORP PLC
-30.26%EATON CORP PLC
Shares242
Event2026-03-31
Filed2026-04-08
MCK
0.00%MCKESSON CORP
Shares100
Event2026-03-31
Filed2026-04-08
VIAV
-10.34%VIAVI SOLUTIONS INC
Shares2.6K
Event2026-03-31
Filed2026-04-08
KEY
2.30%KEYCORP
Shares4.3K
Event2026-03-31
Filed2026-04-08
PAYC
-89.67%PAYCOM SOFTWARE INC
Shares704
Event2026-03-31
Filed2026-04-08
TROW
0.00%PRICE T ROWE GROUP INC
Shares949
Event2026-03-31
Filed2026-04-08
UI
2.86%UBIQUITI INC
Shares108
Event2026-03-31
Filed2026-04-08
NKE
-15.10%NIKE INC
Shares1.6K
Event2026-03-31
Filed2026-04-08
DLR
2.42%DIGITAL RLTY TR INC
Shares466
Event2026-03-31
Filed2026-04-08
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares425
Event2026-03-31
Filed2026-04-08
NULG
0.00%NUSHARES ETF TR
Shares920
Event2026-03-31
Filed2026-04-08
EOG
1.24%EOG RES INC
Shares573
Event2026-03-31
Filed2026-04-08
CRWD
6.00%CROWDSTRIKE HLDGS INC
Shares212
Event2026-03-31
Filed2026-04-08
IGLD
-1.38%FIRST TR EXCHANGE-TRADED FD
Shares3.2K
Event2026-03-31
Filed2026-04-08
ARCC
0.00%ARES CAPITAL CORP
Shares4.5K
Event2026-03-31
Filed2026-04-08
ARI
0.00%APOLLO COML REAL ESTATE FIN
Shares7.7K
Event2026-03-31
Filed2026-04-08
COEUR MNG INC
NewCOEUR MNG INC
Shares4.3K
Event2026-03-31
Filed2026-04-08
ZTS
-0.29%ZOETIS INC
Shares684
Event2026-03-31
Filed2026-04-08
SPYM
0.00%SPDR SERIES TRUST
Shares1.1K
Event2026-03-31
Filed2026-04-08
FTV
-8.92%FORTIVE CORP
Shares1.4K
Event2026-03-31
Filed2026-04-08
KR
-22.51%KROGER CO
Shares1.1K
Event2026-03-31
Filed2026-04-08
RISR
-2.20%TIDAL TRUST I
Shares2.2K
Event2026-03-31
Filed2026-04-08
HAL
0.00%HALLIBURTON CO
Shares2.0K
Event2026-03-31
Filed2026-04-08
CWB
0.95%SPDR SERIES TRUST
Shares854
Event2026-03-31
Filed2026-04-08
BMY
-15.26%BRISTOL-MYERS SQUIBB CO
Shares1.3K
Event2026-03-31
Filed2026-04-08
LKQ
-10.18%LKQ CORP
Shares2.6K
Event2026-03-31
Filed2026-04-08
CEFS
0.00%EXCHANGE LISTED FDS TR
Shares3.4K
Event2026-03-31
Filed2026-04-08
EXC
4.58%EXELON CORP
Shares1.6K
Event2026-03-31
Filed2026-04-08
SLYV
0.00%SPDR SERIES TRUST
Shares815
Event2026-03-31
Filed2026-04-08
VTRS
0.00%VIATRIS INC
Shares5.7K
Event2026-03-31
Filed2026-04-08
PZA
0.00%INVESCO EXCH TRADED FD TR II
Shares3.3K
Event2026-03-31
Filed2026-04-08
GLTR
87.91%ABRDN PRECIOUS METALS BASKET
Shares342
Event2026-03-31
Filed2026-04-08
DEM
1.98%WISDOMTREE TR
Shares1.5K
Event2026-03-31
Filed2026-04-08
CTAS
0.00%CINTAS CORP
Shares438
Event2026-03-31
Filed2026-04-08
OXY
38.75%OCCIDENTAL PETE CORP
Shares1.1K
Event2026-03-31
Filed2026-04-08
PSI
NewINVESCO EXCHANGE TRADED FD T
Shares778
Event2026-03-31
Filed2026-04-08
MSCI
0.00%MSCI INC
Shares136
Event2026-03-31
Filed2026-04-08
SPTM
0.00%SPDR SERIES TRUST
Shares915
Event2026-03-31
Filed2026-04-08
SCHZ
0.00%SCHWAB STRATEGIC TR
Shares3.1K
Event2026-03-31
Filed2026-04-08
ANGL
-0.32%VANECK ETF TRUST
Shares2.5K
Event2026-03-31
Filed2026-04-08
BIIB
NewBIOGEN INC
Shares380
Event2026-03-31
Filed2026-04-08
ZBH
NewZIMMER BIOMET HOLDINGS INC
Shares770
Event2026-03-31
Filed2026-04-08
SJNK
NewSPDR SERIES TRUST
Shares2.8K
Event2026-03-31
Filed2026-04-08
KEYS
-22.22%KEYSIGHT TECHNOLOGIES INC
Shares245
Event2026-03-31
Filed2026-04-08
FALN
67.95%ISHARES TR
Shares2.6K
Event2026-03-31
Filed2026-04-08
FIS
0.00%FIDELITY NATL INFORMATION SV
Shares1.5K
Event2026-03-31
Filed2026-04-08
DEO
136.08%DIAGEO PLC
Shares916
Event2026-03-31
Filed2026-04-08
SO
-3.88%SOUTHERN CO
Shares694
Event2026-03-31
Filed2026-04-08
KRNT
0.00%KORNIT DIGITAL LTD
Shares4.5K
Event2026-03-31
Filed2026-04-08
UPS
-11.72%UNITED PARCEL SVCS INC
Shares678
Event2026-03-31
Filed2026-04-08
USSG
337.94%DBX ETF TR
Shares1.1K
Event2026-03-31
Filed2026-04-08
IWD
-35.63%ISHARES TR
Shares309
Event2026-03-31
Filed2026-04-08
QRVO
NewQORVO INC
Shares850
Event2026-03-31
Filed2026-04-08
AMP
2.78%AMERIPRISE FINL INC
Shares148
Event2026-03-31
Filed2026-04-08
AVUV
NewAMERICAN CENTY ETF TR
Shares595
Event2026-03-31
Filed2026-04-08
MAA
0.00%MID-AMER APT CMNTYS INC
Shares538
Event2026-03-31
Filed2026-04-08
PIZ
-34.27%INVESCO EXCH TRADED FD TR II
Shares1.3K
Event2026-03-31
Filed2026-04-08
CVS
-2.29%CVS HEALTH CORP
Shares897
Event2026-03-31
Filed2026-04-08
HLT
0.00%HILTON WORLDWIDE HLDGS INC
Shares208
Event2026-03-31
Filed2026-04-08
EQT CORP
0.00%EQT CORP
Shares968
Event2026-03-31
Filed2026-04-08
TDG
1.92%TRANSDIGM GROUP INC
Shares53
Event2026-03-31
Filed2026-04-08
CRH PLC
4.89%CRH PLC
Shares579
Event2026-03-31
Filed2026-04-08
DFAI
0.00%DIMENSIONAL ETF TRUST
Shares1.6K
Event2026-03-31
Filed2026-04-08
COHERENT CORP
-7.41%COHERENT CORP
Shares250
Event2026-03-31
Filed2026-04-08
TFC
0.00%TRUIST FINL CORP
Shares1.3K
Event2026-03-31
Filed2026-04-08
ESG
0.00%FLEXSHARES TR
Shares392
Event2026-03-31
Filed2026-04-08
VEA
0.00%VANGUARD TAX-MANAGED FDS
Shares918
Event2026-03-31
Filed2026-04-08
IVOL
-0.16%KRANESHARES TRUST
Shares3.1K
Event2026-03-31
Filed2026-04-08
INCM
1.65%FRANKLIN TEMPLETON ETF TR
Shares2.0K
Event2026-03-31
Filed2026-04-08
SAEF
-43.44%SCHWAB STRATEGIC TR
Shares2.1K
Event2026-03-31
Filed2026-04-08
VGSH
0.00%VANGUARD SCOTTSDALE FDS
Shares969
Event2026-03-31
Filed2026-04-08
DUKE ENERGY CORP NEW
-2.71%DUKE ENERGY CORP NEW
Shares431
Event2026-03-31
Filed2026-04-08
KHC
2.41%KRAFT HEINZ CO
Shares2.5K
Event2026-03-31
Filed2026-04-08
CME
-12.04%CME GROUP INC
Shares190
Event2026-03-31
Filed2026-04-08
CFG
0.00%CITIZENS FINL GROUP INC
Shares935
Event2026-03-31
Filed2026-04-08
A
0.00%AGILENT TECHNOLOGIES INC
Shares483
Event2026-03-31
Filed2026-04-08
LEN
2.29%LENNAR CORP
Shares626
Event2026-03-31
Filed2026-04-08
XLC
-94.78%SELECT SECTOR SPDR TR
Shares489
Event2026-03-31
Filed2026-04-08
CINF
-8.78%CINCINNATI FINL CORP
Shares343
Event2026-03-31
Filed2026-04-08
AWK
-0.26%AMERICAN WTR WKS CO INC NEW
Shares390
Event2026-03-31
Filed2026-04-08
PFGC
0.00%PERFORMANCE FOOD GROUP CO
Shares615
Event2026-03-31
Filed2026-04-08
QUAL
-1.10%ISHARES TR
Shares270
Event2026-03-31
Filed2026-04-08
IEMG
0.00%ISHARES INC
Shares740
Event2026-03-31
Filed2026-04-08
QQQM
NewINVESCO EXCH TRADED FD TR II
Shares216
Event2026-03-31
Filed2026-04-08
HCA
-44.33%HCA HEALTHCARE INC
Shares108
Event2026-03-31
Filed2026-04-08
OUNZ
-45.82%VANECK MERK GOLD ETF
Shares1.1K
Event2026-03-31
Filed2026-04-08
GLDM
-46.81%WORLD GOLD TR
Shares551
Event2026-03-31
Filed2026-04-08
RHI
0.00%ROBERT HALF INC.
Shares2.0K
Event2026-03-31
Filed2026-04-08
OI
0.00%O-I GLASS INC
Shares4.8K
Event2026-03-31
Filed2026-04-08
CMCSA
209.31%COMCAST CORP NEW
Shares1.8K
Event2026-03-31
Filed2026-04-08
OTIS
4.52%OTIS WORLDWIDE CORP
Shares648
Event2026-03-31
Filed2026-04-08
MLPA
-4.05%GLOBAL X FDS
Shares923
Event2026-03-31
Filed2026-04-08
PAAS
0.00%PAN AMERN SILVER CORP
Shares908
Event2026-03-31
Filed2026-04-08
VRT
5.35%VERTIV HOLDINGS CO
Shares197
Event2026-03-31
Filed2026-04-08
SPDW
0.00%SPDR INDEX SHS FDS
Shares1.1K
Event2026-03-31
Filed2026-04-08
SSNC
0.00%SS&C TECH HLDGS
Shares717
Event2026-03-31
Filed2026-04-08
CL
-6.92%COLGATE PALMOLIVE CO
Shares565
Event2026-03-31
Filed2026-04-08
WSM
0.00%WILLIAMS SONOMA INC
Shares262
Event2026-03-31
Filed2026-04-08
VALE
0.00%VALE S A
Shares3.0K
Event2026-03-31
Filed2026-04-08
NTRS
0.00%NORTHERN TR CORP
Shares340
Event2026-03-31
Filed2026-04-08
FLAGSTAR BANK NATIONAL ASSOC
0.00%FLAGSTAR BANK NATIONAL ASSOC
Shares3.6K
Event2026-03-31
Filed2026-04-08
DGRW
0.00%WISDOMTREE TR
Shares525
Event2026-03-31
Filed2026-04-08
GE AEROSPACE
0.00%GE AEROSPACE
Shares162
Event2026-03-31
Filed2026-04-08
JCI
0.00%JOHNSON CONTROLS INTERNATION
Shares350
Event2026-03-31
Filed2026-04-08
AVAV
0.00%AEROVIRONMENT INC
Shares250
Event2026-03-31
Filed2026-04-08
IUSB
0.00%ISHARES TR
Shares985
Event2026-03-31
Filed2026-04-08
NICE
NewNICE LTD
Shares411
Event2026-03-31
Filed2026-04-08
DOW
836.21%DOW HLDGS INC
Shares1.1K
Event2026-03-31
Filed2026-04-08
MCO
0.00%MOODYS CORP
Shares102
Event2026-03-31
Filed2026-04-08
VST
8.82%VISTRA CORP
Shares296
Event2026-03-31
Filed2026-04-08
AGI
0.00%ALAMOS GOLD INC
Shares1.0K
Event2026-03-31
Filed2026-04-08
SHEL
10.47%SHELL PLC
Shares475
Event2026-03-31
Filed2026-04-08
IWS
-6.48%ISHARES TR
Shares303
Event2026-03-31
Filed2026-04-08
MDB
157.14%MONGODB INC
Shares180
Event2026-03-31
Filed2026-04-08
SEIC
-1.42%SEI INVTS CO
Shares557
Event2026-03-31
Filed2026-04-08
WFC-PL
8.82%WELLS FARGO & CO
Shares37
Event2026-03-31
Filed2026-04-08
VSGX
0.00%VANGUARD WORLD FD
Shares588
Event2026-03-31
Filed2026-04-08
GSSC
NewGOLDMAN SACHS ETF TR
Shares559
Event2026-03-31
Filed2026-04-08
ENB
-56.85%ENBRIDGE INC
Shares762
Event2026-03-31
Filed2026-04-08
ANGLOGOLD ASHANTI PLC
43.15%ANGLOGOLD ASHANTI PLC
Shares418
Event2026-03-31
Filed2026-04-08
CNP
2.98%CENTERPOINT ENERGY INC
Shares934
Event2026-03-31
Filed2026-04-08
ARE
-22.17%ALEXANDRIA REAL ESTATE EQ IN
Shares860
Event2026-03-31
Filed2026-04-08
MKC
0.00%MCCORMICK & CO INC
Shares790
Event2026-03-31
Filed2026-04-08
SPGM
0.00%SPDR INDEX SHS FDS
Shares515
Event2026-03-31
Filed2026-04-08
BLACKSTONE INC
-31.63%BLACKSTONE INC
Shares335
Event2026-03-31
Filed2026-04-08
SCHV
0.00%SCHWAB STRATEGIC TR
Shares1.3K
Event2026-03-31
Filed2026-04-08
PSA
13.60%PUBLIC STORAGE OPER CO
Shares142
Event2026-03-31
Filed2026-04-08
RRX
0.00%REGAL REXNORD CORPORATION
Shares204
Event2026-03-31
Filed2026-04-08
TSCO
-7.01%TRACTOR SUPPLY CO
Shares809
Event2026-03-31
Filed2026-04-08
SUSA
-45.00%ISHARES TR
Shares275
Event2026-03-31
Filed2026-04-08
KMB
0.00%KIMBERLY-CLARK CORP
Shares375
Event2026-03-31
Filed2026-04-08
INCY
0.00%INCYTE CORP
Shares382
Event2026-03-31
Filed2026-04-08
MPC
0.00%MARATHON PETE CORP
Shares147
Event2026-03-31
Filed2026-04-08
CNXC
18.47%CONCENTRIX CORP
Shares1.3K
Event2026-03-31
Filed2026-04-08
BUD
84.62%ANHEUSER BUSCH INBEV SA NV
Shares504
Event2026-03-31
Filed2026-04-08
DEUS
0.00%DBX ETF TR
Shares575
Event2026-03-31
Filed2026-04-08
COOPER COS INC
0.00%COOPER COS INC
Shares475
Event2026-03-31
Filed2026-04-08
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available